Teams (overview)



Teams is where all the roles and relationships in your organization are defined. Teams uses an org-chart paradigm that captures all kinds of workplace structures including matrix reporting, self-managed teams, and communities of practice. 




Teams is made up of the following components:

Charts: Teams is composed of Charts, where each Chart is a separate org structure (your main reports-to structure, a flat project team, etc.). 

Categories: Charts are organized into Categories. The default Categories are Main Organization, Working Groups, and Clubs & Committees. These can be renamed.

Roles: Roles are the cards that make up the Chart structures. Roles can be vacant, or filled by a particular user. A person's Role on a Chart may not be the same as their Primary Role indicated on their Profile (a person can have multiple Roles, but only one Primary Role).

Relationships: To create the structure of a Chart, the Roles are connected by relationships. These can be direct (solid line) or secondary (dotted line). Dotted line relationships allow you to create matrix structures. Each Role must have only one solid-line-up relationship.

Teams cards: These are Roles that are not filled by a person. They can be used to create self-managed Teams (teams that do not have a leader), or to simply insert a label into a structure to make it easier to understand.

Teams: A Team comprises a team leader (or a Team Card) and all the Roles that report directly up to this card by a solid-line or a dotted-line relationship.

Org Unit: An Org Unit can be defined at any Role and includes all users that are filling Roles that report up to this top-of-Org-Unit Role. Thus an Org Unit includes the Org Unit leader and everyone that is hierarchy from this Role.

Users: Are people, the members or employees of your organization. They fill Roles in the Chart structures. When a person leaves, the Role remains to be filled by his/her successor.

Collaborators: These are Roles that are associated with a particular Team. They can be renamed "mentors" or "assistants" or whatever makes sense for that particular Team.

Learn more about all the components of Teams  here.




The Teams interface consists of the Left navigation, Action Bar, and the Chart View.

  1. Left navigation is where you’ll find all of your Charts. Click on a Category header to see all the Charts it contains.
  2. Action Bar is where you access your action commands and view selectors.
  3. Chart View selector lets you choose to view the Chart lists in terms of the people’s names, their roles, or their Team names.
  4. Edit Chart allows you to make changes to the selected Chart. You will only see this if you have edit rights to this Chart.
  5. Email Org Units will let you select from a list of your Org Units for emailing. It also provides access to the associated email addresses, which you can use in other applications.
  6. View selector allows you to toggle between a Teams display and an Extended display. (The above screenshots are all of the View: Teams setting).
  7. Main Organization is the first default Category. It is normally used to clarify the main reports-to structure of your organization.
  8. Working Groups is the second default Category. It typically holds cross-departmental teams, project-based teams, etc. 
  9. Committees & Clubs is the third default Category. It can be used for social teams, etc. You can repurpose any of the Categories, as you see fit.
  10. Any card that is clicked on gets highlighted and moves to becomes the centric card in the view. Only one card can be in focus at a time. If you click on a card that is not in the centric position, it will move there.
  11. This is the Role of the individual on the card.
  12. This solid-line shows a primary relationship between these two Roles.  
  13. This dotted-line shows a secondary relationship between these two Roles.
  14. This header contains the Team name of the focused card’s Team.
  15. Popover Menu appears when you click on the grey Team Name header. From here you can view a Team's Profile or contact/interact with them. 

* Org Categories is where System Admins will see an Edit link that will enable them to create additional Categories.



Teams supports two administrative roles with the following permissions:

Chart Administrators (assigned by: Category Administrators)

  • Edit Chart and Chart details
  • Enable “Add yourself” option
  • Enable “Down hierarchy” editing
  • Export Chart

Category Administrators (assigned by: System Administrators)

  • Create/delete Charts
  • Add/remove Chart Admins
  • Move Charts (between Categories they are the administrator for)
  • Edit Category details
  • Manage Category settings


  • Both Category and Chart Admins can remove themselves from as Admins, so long as they are not the only Admin on their respective Category/Chart.
  • Category Admins automatically become the Chart Admins of any Charts they create (but can then remove themselves as per above).


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