How to Create an Organization Chart

Learn how to organize users into folders and subfolders.

Last Updated

May 16th, 2019

Reading Time

3 min

User Level

Introduction

Your LMS allows you to organize users into folders and subfolders (also called branches and sub-branches), which means you can structure your learners in a way that is similar to your company’s organizational chart. Branch names can always be edited in your platform, and sub-branches can be created by selecting a new branch, then inserting a folder within that branch. Furthermore, individual folders can be dragged and dropped inside your branches, so you can order them as desired.

Creating a Branch in your Organizational Chart

In order to create an organization chart, log into your platform as the Superadmin. Then, access the Admin Menu by scrolling your mouse over the gear icon in the top right corner. In the Admin Menu, find the E-Learning section, then press the Users item.

On the main All Users page, you can organize your users into different folders, in a unique order or hierarchically. Every user that you create is placed within a branch. This is essential to the organization and creation of different folders per office, agency, division, unit, country, etc. Newly created users will always be placed in your root branch unless you specify a specific branch or sub-branch in which to place them during the creation process.

org chart create branch

To add a new branch (folder), press the plus button in the top right corner of the page, then press the New Branch item. In the slideout panel, give the branch a name and code. Please note that if the folder has been set in a specific language that is not the default language on the platform, the folder name is still shown in the platform’s default language. Remember, the code you assign will be the same for each language. The code is an alphanumeric value and is not a required field. Please note that if you do not assign a code to a branch, it will not be visible and available for selection in the platform registration form, allowing you to convey self-registrations to specific branches. 

Now, in the Destination section of the panel, decide where to place the folder. If you want this new branch to be a folder within the root branch, select the root branch (the folder at the top of the list). Alternatively, if you want the new branch to be a sub-folder (sub-branch), select a folder from the list in which you want to place this new sub-branch. When finished, press Confirm.

Managing a Folder or Branch

To manage a branch, press the folder icon in the top left corner of the All Users page. The slideout panel on the left will display your organization chart. You can use the search bar at the top of the panel to search for a specific branch or sub-branch. To manage a branch, hover your mouse over the folder’s name in the panel, then press the ellipsis icon that appears. Now, you can move the branch, edit the name and code of the branch, or delete the branch.

org chart edit branch

Adding Users to a Branch

To add users to a branch, select the users from the list on the All Users page, then press the ellipsis icon in the bottom right corner of the page. In the menu, press the Add to Branch item. In the slideout panel, select the branch in which you want to place the selected users, then press Confirm.

org chart add users

Best Practice Tip: Try to avoid placing a user in multiple branches, as if often can make user management and user experience more complex (i.e. it may trigger multiple notifications for them). Rather than placing a user into two or more branches, you can place the user in a single branch, then place them in different groups.

Moving Users to a Branch

To move users from one branch to another branch, select the users from the list on the All Users page, then press the ellipsis icon in the bottom right corner of the page. In the menu, press the Move to Branch item. In the slideout panel, select the branch in which you want to place the selected users, then press Confirm. Now, all of the selected users will be removed from their previously assigned branches and will be placed in the newly selected branch.

org chart move to branch

Removing Users from a Branch

To remove users from a branch, select the users from the list on the All Users page, then press the ellipsis icon in the bottom right corner of the page. In the menu, press the Remove from Branch item. In the slideout panel, select the branch in which you want to place the selected users, then press Confirm. In this case, please make sure that all of the selected users belong in the same single branch. Remember that you cannot remove users from the root branch.

org chart remove from branch