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 Plus sign next to the team to add members.
- Click the Roster button to open the Organization Roster.
- To add a member to a role box, do one of the following:
a. Click the Plus sign withing the role box.
b. Drag & Drop the member from the Organization Roster.