Create a shared role type.

Use the Shared role type for positions where there are multiple people in the same role and in the same reporting structure (Department).  

In this example, we will add a Shared subordinate role in the Engineering department.

1. Open the org chart where you wish to add Shared roles.
2. Hover your mouse over the role card.
3. Click the bottom plus sign (+) to add a Shared subordinate role.           
4. On the New Role screen:
   • Click Shared 
   • In the Role Information section -> Role Title field, type the name of the role
   • Click the Enter more information link to customize the role
   • In the Enter Work Location section -> Department field, type the name of the department
   • In the Search People field, do one of the following:
     • Type a name
     • Click the New button to add a new name
     • Select a name from the list that appears               

• • Scroll down to add more people to the role (Optional). In the # of Expected Members (optional) field, type a number that represents the amount of people you intend to add to the role               

• • Scroll down. In the Display Direction for Shared Roles field, click the down arrow and select how you wish shared roles to appear on your chart                                   

• • Click Save

5. Edit each role to add people to the shared vacant spots.

Related Articles

• Different role card types.
• Create a single role type.
• Create a location role type.
• Create an assistant role type.
• Create a department role type.
• Create a link-to-chart role type.
• How do I add a shared assistant?
• How do I re-assign someone to a different role?

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