- Maintaining different versions for sharing, setting permissions, etc.
- Planning future structure changes or re-organization
- From your organization's dashboard, click the More Actions button next to the chart that you wish to copy.
A pop-up menu appears.
2. Select Copy / Duplicate.
The Copy Chart pop-up window appears.
a. Click the More Options button to customize your chart.
b. Put a checkmark in checkboxes for features that you wish to add to your chart or
uncheck options that you do not want to appear on your chart.
c. Click the Copy Chart button to save your changes.
d. If you do not wish to customize your chart, click the Cancel button to go back to the
3. Click the Copy Chart button to copy your chart with default options.
A copy of the chart appears with the word (Copy) at the end of the name.
Looking to move your chart to a different organization? Click Moving Your Org Chart To A Different Organization.