How to Use the Org Chart

The Org Chart (Organizational Chart) is a visual representation of your company’s structure within Cloudica™. It helps you understand reporting lines, team connections, and overall hierarchy at a glance. Where to Find It To open the Org Chart in the User Management module: 64901fe3bc2edGif - how to open the orgchart.gif
  • Go to the left panel of the dashboard. 
  • Click the “Org Chart” button.
This will open the Org Chart in a full-screen view. Understanding the Org Chart Each circle in the diagram represents a user. Inside each circle are the user's initials, and the color of the circle indicates their role: 648fc8e9b763aimage org chart.png
  • Dark blue Account Owner
  • Green Manager
  • Light blue Remote User
Hover over a user’s circle to see their full name. Manager Access and Visibility
  • Managers have a limited view of the Org Chart. 
  • They will only see: 
  • Users directly above them, up to the Account Owner
  • Users assigned directly under their management. 
How to Navigate
  • Click and drag anywhere on the Org Chart to move around. 
  • Use your mouse wheel to zoom in or out for better visibility. 
  • Hover over a user’s circle to reveal their full name.
To Exit the Org Chart Click the X button located at the upper-right corner of the chart modal. 
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