Org Chart

Setting up the organization chart for all network users

Overview

Network admins can manage the domain-wide organization chart for all network users by adding/inviting/removing managers, colleagues, and reportees.

1. Organization chart: Displays the domain-wide org chart for all network users who have been assigned managers and reportees. The org chart displays the hierarchy starting from the manager of the selected network user.

2. + Add a Manager: Click the + Add a Manager button to open the Add or Invite pop-up and add/invite a new user as the Manager for the selected network user in the org chart hierarchy.

3. + Add a Colleague: Click the + Add a Colleague button to open the Add or Invite pop-up and add/invite a new user as the Colleague for the selected network user in the org chart hierarchy.

4. +Add a Reportee: Click the + Add a Reportee button to open the Add or Invite pop-up and add/invite a new user as the Reportee for the selected network user in the org chart hierarchy.

5. Actions: Click the(three dots) button to open the pop-up and then click View Profile or Follow or Unfollow or Send IM or New Message or Remove.

   • View Profile: Click the View Profile option to open a user's profile review dialog.

   • Follow: Click the Follow option to follow the user and receive notifications when the user collaborates in MangoApps.

   • Unfollow: Click the Unfollow option to unfollow the user and stop receiving notifications when the user collaborates in MangoApps.

   • Send IM: Click the Send IM option to compose and send an instant message to the user.

   • New Message: Click the New Message option to compose and send a private message to the user.

   • Remove: Click the Remove option to remove the user from the org chart.

6. View org chart: Click the (View) button to display the org chart for the selected user.
7. Users with no assigned managers: Click the Users with no assigned managers button to open the Users with no assigned managers pop-up and view the list of all network users who do not have any managers assigned to them. Also, you can export the list of orphaned users to a .xls file.

Adding a manager for a user using the + Add a Manager button who already has a manager assigned to them on the domain, overwrites the assignment of the manager for the selected user.

Removing a user from the org chart does NOT delete them from the domain.

Removing a user from the org chart automatically un-assigns the reportees of the user.

Adding a Manager/Colleague/Reportee

As a network admin, you can manage the domain-wide org chart from the Admin Portal by adding managers, colleagues, and reportees for all network users. To manage the org chart:

1. Click the + Add a Colleague button to open the Add or Invite pop-up.

   1. In the Add User tab, enter the name of the network user you want to add as a colleague. For example, enter John Smith.

   2. Click the Add User button.This will add John Smith as the colleague of Jane Doe. Jane Doe and John Smith, will both have Fred Flintstone as their Manager as seen in the org chart hierarchy.

2. Click the network user to display their org chart. For example, click John Smith to display his org chart.

3. Click the + Add a Reportee button to open the Add or Invite pop-up.

   1. In the Add User tab, enter the name of the network user you want to add as a reportee. For example, enter Bradley Cooper.

   2. Click the Add User button.This will add Bradley Cooper as a reportee for John Smith. And Harry Osbourne and Bradley Cooper, will both have John Smith as their Manager as seen in the org chart hierarchy.

4. Click the + Add a Reportee button to open the Add or Invite pop-up.

   1. In the Invite New User tab, enter the name of the employee in the Full Name text box. For example, enter Janet Smith.

   2. Enter the email address of the employee in the Email ID text box to send an invitation to the employee with their login credentials to your domain.

   3. Add a note in the Personal Note text box. This is an optional step.

   4. Click the Invite button.This will add Janet Smith as a reportee for John Smith. Harry Osbourne, Bradley Cooper, and Janet Smith, will have John Smith as their Manager as seen in the org chart hierarchy.

Users invited via the Invite New User tab are automatically assigned the 'Network User' role in MangoApps.

Adding a manager/colleague/reportee

Exporting Orphaned Network Users' List

To export a list of all network users who have no manager assigned to them:

Exporting orphaned network users' list to a .xls file

1. Click the Users with no assigned managers button to open the Users with no assigned managers pop-up.

2. Click the Export in XLS button to download the list of all network users who do NOT have any managers assigned to them in the domain to a .xls file. The .xls file contains the 'Name' and 'Email' of the network users.

To see how these configurations impact the People Directory on the User Portal, see People Directory & Profile in the User Portal Guide.

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