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:
- 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:
- 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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