How do I duplicate my org chart?

Question

How do I duplicate my org chart?

Answer 

Select the chart you wish to copy, click Duplicate, select the destination organization and click Copy Chart.

Note: The logged-in user must be an Administrator/Account Owner.

In this example, we will duplicate a chart from within the same organization.

1. From your organization's dashboard, select the chart you wish to copy.
2. Click Duplicate.       
3. On the Copy Chart screen:
   • In the Destination Organization field, click the down arrow and select the organization into which you wish to copy the chart
   • In the New Chart Name field, click the pencil icon to rename the chart 
   • Click the More Options link to customize the chart. You can choose granular settings for which parts of the chart get copied. 
   • Click Copy Chart

Related articles:

• How do I move/copy a section of a chart?
• How do I link to other charts from one main chart?

 

 

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