Use the org chart

Open the org chart from People to understand how members are organized.

The org chart gives a visual map when lists are not enough

Use the org chart when a member list or team list does not give enough context. It is part of People under Home, and it helps you understand how people are arranged before you route work, ask for approval, or find the right reviewer.

The org chart is for orientation. It trades the searchability of Members and the group detail of Teams for a picture of how everyone fits together. When an admin needs to change access, that happens in Workspace members.

Availability

ItemDetails
Available onPlans where People and org chart are available
Available forWeb app, desktop app
Who can do itWorkspace members with access to People

Where to find the org chart

Open Home → People → Org chart.

If the Org chart option is not available, use Members and Teams. Some workspaces do not have enough people data or feature availability to show a useful chart.

When to use the org chart

SituationWhy it helps
You are new to a workspaceSee how people are arranged.
You need the right reviewerUnderstand team relationships before mentioning someone.
You are checking team structureCompare the org chart with Teams and Members.
You are escalating a decisionIdentify who may own the next approval path.
You inherited work from another teamSee where the work may belong before asking in the wrong place.

Use the org chart effectively

  1. Open Home → People → Org chart.
  2. Confirm you are in the correct workspace.
  3. Scan the visible structure before choosing a person.
  4. Open member details when you need email, role, or team context.
  5. Use Teams if you need a group list rather than a visual hierarchy.
  6. Use Manage teams or Manage workspace members for admin changes.

The org chart is best for direction. It is not built for exact search, filters, pagination, or permission controls.

Examples

SituationHow the org chart helps
You joined a new workspaceBuild a mental map of teams and relationships before asking for help.
You need approvalUnderstand who may be connected to the decision path before mentioning someone.
A project has unclear ownershipUse the chart with Teams and Members to find a likely owner.
You are planning a handoffSee where the receiving person sits before assigning or sharing work.
The chart looks incompleteTreat it as a starting point, then verify in Members and Teams.

Permissions and data limits

The org chart only reflects people data available to your workspace and account. It can be incomplete if profile, team, manager, or organization data has not been set up, or unavailable if the workspace does not support the org chart view.

An incomplete chart does not always mean a person is missing from the workspace. Check Members first, then ask an admin to review workspace data or team setup.

Org chart versus other People views

NeedUse
Search by name or emailMembers.
Browse groups and membershipTeams.
Understand structure visuallyOrg chart.
Invite people or change rolesManage workspace members.
Create or edit teamsManage teams.

Troubleshooting

ProblemWhat to do
Org chart is emptyUse Members and Teams, then ask an admin whether org data is available for the workspace.
Someone is missing from the chartSearch Members before assuming they are not in the workspace.
The structure looks wrongCheck Teams and ask an admin to review team or member data.
You cannot open member detailsConfirm your workspace access and try Members.
You need to change reporting or team setupUse Manage teams or Manage workspace members.

Support questions

QuestionAnswer
Is the org chart the source of truth for permissions?No. Use Roles and access and workspace management for permissions.
Why is the chart different from a team list?Teams and org structure answer different questions. Teams show groups; org chart shows a visual relationship map when data exists.
Can I use the chart to invite someone?Use Invite workspace members or workspace management for invites.
Does the chart update automatically when teams change?The chart reflects the workspace's member and team data, so it updates when an admin updates members and teams.
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