My Organization Chart

The My Organization Chart feature allows you to create an organizational hierarchy of internal users within your Grant Lifecycle Manager (GLM) or Scholarship Lifecycle Manager (SLM) site. This gives visibility into the requests, evaluations, and internal follow ups assigned to internal users in your site. For example, if you are at the top of the hierarchy of users, you will be able to see all assignments for the other users within the hierarchy. 

Within the chart, you can create multiple teams, each with its own hierarchy. In the example below, Joan Green could be a program officer for a team that includes program assistant Jennifer Adams who then oversees several committee members. The number next to each user's name indicates the number of users below them in the hierarchy.

Build the Chart

1. Click Tools on the upper navigation bar, and then click My Organization Chart. 
2. Click My Organization Chart. 
3. Enter the name of the user at the top of the hierarchy, and then click their name in the list that appears. 
4. Click the arrow next to their name to open the next space below them in the hierarchy.
   
   
5. Enter the name of the user below the first user in the hierarchy, and then click their name in the list that appears. 
6. Add additional users directly below the first user in the hierarchy, or click the arrow next to the second user's name to add users directly below them.
   
   
   • If an additional team is needed, start by adding the user at the top of that team's hierarchy. Use the box at the very bottom of the chart to do so.    
7. Continue adding teams and users as needed to complete the chart.

Click the Trash Can icon next to a user to remove them from the chart. This will also remove all users below them in the hierarchy.
 

Use the Chart

After building the organization chart, it can be used to determine what each user in the hierarchy can access.

A user with access to the chart can see the requests, evaluations, and follow ups assigned to any user below them in the chart hierarchy. For example, Joan Green is at the top of the hierarchy for the first team in the chart. Her view on the My Organization Chart is described below.

In the My Team's Requests tab, she sees requests assigned to Jennifer Adams and Patrick Brooks who each have the grants manager role.

In the My Team's Evaluations and My Team's Follow Ups tabs, she will also see any evaluations or internal follow ups assigned to those team members or others below them in the hierarchy.   

Additional Information

Other key details about this feature are listed below.

• The actual hierarchy chart on the My Organization Chart page is only visible to users with an administrator, grants manager, or auditor role. 
  • If a user with the evaluator or board member role has been added to the chart, they can view the requests, evaluations, and internal follow ups for any users below them in the chart. However, they will not be able to see the hierarchy chart itself. 
• Only administrators can add or remove users to the chart. 
• The same user can be added to multiple teams, such as a committee member who evaluates requests for more than one team.