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.

User Role: Administrator

How to Use My Organization Chart

Use My Organization Chart to:

• Track the requests, evaluations, and internal follow ups assigned to internal users in your site.
• View all assignments for users below you in the hierarchy, such as a program officer overseeing a program assistant and several committee members.

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

Build the Chart

To build the organization chart, add users to create one or more team hierarchies:

1. Click Tools on the upper navigation bar, and then click My Organization Chart. 
2. Click Add User to add the user at top of the hierarchy.
    
3. Enter the top of the hierarchy user's name into the Add User drop-down list, and then click their name in the list that appears.
   
    
4. Click the plus icon next to the first user's name to add the user below the first user 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, click Add User to add the user at the top of that team's hierarchy, as shown in step 1. 

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

The organization chart determines 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 the chart includes a user with the evaluator or board member role, they can view the requests, evaluations, and internal follow ups for any users below them in the chart. However, they cannot see the hierarchy chart itself. 
• Only administrators can add or remove users to the chart. 
• The same user can belong to multiple teams, such as a committee member who evaluates requests for more than one team.