The My Organization Chart feature (included with the Advanced license) allows you to create an organizational hierarchy of internal users within your GLM or 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 their own hierarchy. In the example below, Joan Green could be a program officer for a team that includes program assistants (Jennifer Adams and Patrick Brooks), with each program assistant overseeing several committee members. The number next to each user's name indicates the number of users below them in the hierarchy.
Build the Chart
- Click Tools in the upper navigation bar, then click My Organization Chart.
- Click the My Organization Chart drop-down to expand it.
- The first user you add will be at the top of the hierarchy (either for a team, or the overall chart). Start typing their name, then click their name in the list that appears.
- Click the arrow next to their name to open the next space below them in the hierarchy.
- The user you add here will be directly below the first user in the hierarchy. Start typing their name, then click their name in the list that appears.
- 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 you need to add an additional team, 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.
- Continue adding teams and users as needed to complete your chart.
- Click the X 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
Let's return to the example from the beginning of this article, pictured again below.
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.
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 staff 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. They will not be able to see the hierarchy chart itself, however.
- Only administrators can add or remove users to the chart.
- If needed, you can add the same user into multiple teams (e.g. a committee member who evaluates requests for more than one team).