Understanding the Organization Chart in Zoho Connect
Feature Availability
Organization Chart – Visualize Your Company Structure
The Organization Chart in Zoho Connect offers a clear, visual layout of your company’s reporting structure. It shows who reports to whom and where each person fits within the organizational hierarchy.
Giving employees access to this chart empowers them to:
- Quickly identify the right points of contact
- Understand team structures and leadership paths
- Enhance communication and foster cross-team collaboration
Whether you’re a new hire trying to learn names or a manager coordinating across departments, the Organization Chart brings clarity to your company’s structure — at a glance.
How to Add a User to the Organization Chart
Follow these steps to assign a reporting manager and place a user within the organizational hierarchy:
- Open the User’s Profile
Navigate to the profile of the user you want to add to the org chart. - Access Reporting Settings
Click the ellipsis icon (⋯) in the top-right corner of their profile page.
From the dropdown, select “Reporting To.”
- Assign a Reporting Manager
In the pop-up window, choose the person this user should report to from the list. - Save Changes
Click Save to update the organizational chart.
Once added, the user will automatically appear in the org chart under their assigned reporting manager.
