Role card types.

Organimi separates roles such as CEO or Marketing Coordinator from individuals (John Doe) on the back end so these can be managed separately.

 

This means that the structure remains intact even when people come and go, or move around to different roles in the organization.

 

It also means the same individual can have multiple roles at the same time, and appear in multiple locations on the chart.

 

To learn more about how to add people to your talent pool, see Add people to your talent pool.

In Organimi, you can create the following six (6) different types of role cards:

• Single
• Shared
• Assistant
• Department
• Link to chart
• Location

This table contains a brief description of each role type. Follow the link for a more detailed explanation.

Role Type	Description
Single	This is a single role like CEO or VP Marketing. Use this role type for a role filled by one individual.
Shared	For positions where there are multiple people in the same role and in the same reporting structure.  For example, Sales Associate or Customer Success Rep can be a shared role with multiple individuals you want to appear in the same role card on the chart.
Assistant	Use the Assistant role type to add an assistant to a single, shared or department role.  Commonly used for an Executive Assistant to a CEO or other C-level executives.
Department	Use this role type to create a department such as Marketing or Engineering. You can also use it for "non-people" cards in your structure, like an office, or product team.  Explore the flexibility of this role type.  It can be useful for things like the printing by Department option. For details, see V7 Print sections of a chart.
Link to Chart	This is a quick and easy way to manage very large charts by breaking them up into smaller components.  Use this role type to link multiple sub-charts to the main org chart.
Location	Use this role type if you have a number of different locations for your organization, such as factories, offices, or different divisions and subsidiaries.  It provides a geographic link and you can then build the organization chart below it.

Related Articles

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

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