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Understanding the Organization Chart in Zoho Connect

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The Zoho Connect organisation chart gives a visual map of your company’s reporting structure, from leadership down to individual employees. This guide covers adding someone to the chart and viewing it.

What the org chart is for

It shows who reports to whom, helping employees find the right point of contact and understand team structures across the business.

How to add a user to the organisation chart

  1. Open the user’s profile.
  2. Click the three dots icon on their profile page and select Manage Reporting To.
  1. Choose the person this user should report to from the list, then click Save.

Once saved, the user appears in the org chart under their assigned reporting manager. Only network administrators can add, remove or update reporting relationships, and users with no manager assigned appear at the top level.

How to view the organisation chart

  1. Click your profile picture in the top right corner and select My Profile.
  1. Click the Org Chart icon in the top right corner of your profile page to see your reporting line and direct reports.

You can view someone else’s position the same way, by opening their profile and clicking the Org Chart icon.

Tips

  • Keep reporting lines up to date as people join, leave or change teams, since the chart is only as accurate as the data behind it.
  • New starters can use the org chart to quickly find their manager and wider team.

Frequently asked questions

Who can add or change someone’s place in the org chart?

Only network administrators can add, remove or update reporting relationships.

Can I see a colleague’s position in the org chart?

Yes, open their profile and click the Org Chart icon to see their reporting line and direct reports.

What happens to a user with no assigned manager?

Unassigned users appear at the top level of the hierarchy until a reporting manager is set for them.

Need help?

Need help setting up the organisation chart in Zoho Connect? Contact support@thoughtlogik.com or see our Zoho support services.

Understanding the Organization Chart in Zoho Connect - PreviousHow to Coordinate Work Using the Team Schedule in Zoho ConnectNext - Understanding the Organization Chart in Zoho ConnectHow to Reorder Apps in Zoho Connect for a Customized Workspace

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