Who is this article for?

Administrators managing the org structure.

Administrator access is required.

An organigram—also known as an organisational chart or org chart—is a visual representation of the structure of an organisation. It shows how roles, responsibilities, and relationships are arranged within a company or institution.

The organigram in the system will show the Org Unit (short for Organisational Unit) representing a department, team, or functional area within your organisation’s structure.

Purpose

• Structuring the organisation: Org Units define how your organisation is broken down—by department, division, region, or any other logical grouping.
• Assigning ownership: When creating objectives, risks, or actions, the Org Unit field is often mandatory. This ensures accountability and traceability.
• Filtering and reporting: Many reports and dashboards can be filtered by Org Unit, allowing users to view data relevant to their area.
• Permissions and visibility: Org Units help control what users can see or edit, based on their role and where they sit in the organisational structure.

Why it matters

Keeping the Org Unit structure accurate and up to date is essential. If objectives or records are assigned to the wrong Org Unit, it can lead to confusion, misreporting, and gaps in accountability.

Ready to create an org unit? Visit Creating an org unit for more details.

Why use an organigram?

• Clarity: Helps employees understand their roles and reporting lines.
• Onboarding: New hires can quickly grasp the company structure.
• Planning: Useful for workforce planning, restructuring, or identifying gaps.
• Communication: Improves internal communication by showing who to contact for what.

Ready to update the organigram? Visit Creating a new org structure in the org chart (organigram) for more details.