For step-by-step instructions on how to create a matrix org chart see, How To Create A Matrix Org Chart.
From your matrix org chart, click the Create Matrix Leader button to create a team leader or Drag & Drop from your Roster.
The New Role screen appears.
a. Search the Roster for a name or type a new name.
b. In the Role Title field, type the name of the role.
c. In the Role Description field, add a short description of the role.
d. Click the Role Color field, and select a color.
e. Click the Save button when done.
The team leader appears.