Organization Chart

This article will walk you through how to add, manage, and remove users from the organizational chart.  

The Organization Chart can be found one of two ways:

1. From the Administration drop-down menu, go to Organization Chart.
   
    
2. From the desktop menu, if set up in My Preferences, go to Administration > Organization Chart. See Set Up My Preferences for more information.  
   

   NOTE: If you don't see Patient Search on the desktop menu, this must be set up in My Preferences. See Set Up My Preferences for more information. 

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Access Level Permissions

For all access levels that will need permission to use Organization Chart, follow the steps below:

1. Go to Administration > Access Levels.
2. Select an existing access level or create a new access level.
   
    
3. Select the 2nd User Access tab.
4. Check the box for Organization Chart.
5. Save and repeat for each access level that will need permission to use Organization Chart.
   

Add a User

1. Click on and hold the user on the right and drag to the correct supervisor.
2. Release the user once their name is on the supervisor’s name.
   
   
3. Click Save.

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Move Users

1. Click and hold on the user in the left panel that you would like to move and drag them to a different supervisor.
   
    
   • Keep in mind when moving a user, it will move everyone attached with that person if they are a supervisor.
     
      
2. Click Save.

Remove a User

1. Click on the user to be removed.
2. Click Remove.
3. Click Save.

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