Customizing your Org Chart ( Part 1)

Part 1: Learn how to change the directions in which you view your charts, move nodes to the desired place, & insert formatted relationship lines 

Changing the direction of your chart:

1. Go to Settings > Display Directions
2. Click to choose the direction you would like your entities displayed
3. Save

Moving nodes:

1. Click on the entity node to drag it to it's desired location
2. "Drop" the node where you would like it placed
3. Save

Insert formatted relationship lines:

1. Click on the relationship line within your org chart to open up customized options
2. A menu will pop up to change your relationship line- solid, dash, or dotted as well as assign a color
3. Save