Automatically Build Department Roles

 

This article will teach you how to build department roles.

1. Go to the org chart where you wish to add the department role.
2. Click the Import Data & Photos Icon. 

                            The Import Members and Roles screen appears.

           

       a.  Click the List of People OR Roster + Chart icon.

       b.  Drag and drop a CSV file into the grey area. For details see,

           Creating An Excel or CSV File for  Import.

      c.   Click the NEXT button.

3.  Click the Show Advanced Options link.

          

                    a.  Put a checkmark in the Automatically Build Department Roles checkbox.

                    b.  Click the down arrow to select the Department field.

                    c.  Click the NEXT button.

       4.  Click the FINISH button.

                

      5. Drag and drop members into your role type.

                           

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