Create an assistant role type.

Use the Assistant role type to add an assistant to a single, shared, or department role. However, typically this role is displayed as an assistant to a single role (for example, the department head, or a person with a single role).

In this example, we are going to add an Executive Assistant role for the CEO.

1. Open the org chart where you wish to add an Assistant role.
2. Hover your mouse over the role card.
3. Click the bottom plus sign (+) to add a single subordinate role.             
4. On the New Role screen:
   • Click Assistant 
   • 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 Assistant Position section, click the right or left toggle button to select the position of the Assistant role card in your org chart
   • 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 
     • Click Save                       

The CEO now has an Assistant.   

               

Related Articles

• Different role card types.
• Create a single role type.
• Create a shared role type.
• Create a location 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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