Onboarding Guide
First Steps
Install TeamOrgChart Help & Support Grant Permissions Choose Data Source
Creating your Chart
From Entra ID From Excel
Configure your Chart
Data Analysis Box Contents Chart Styling Exclude People Styling with Rules Custom Positions Temporary Positions Additional Roles
Publish your Chart
Add Admins Publish Chart

Custom Positions in your org chart

How and when to use custom positions

Custom positions are used in TeamOrgChart to indicate different position types, such as an assistant, coordinator or a joint-manager.

Chart with no custom position defined.

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“Treasurer” defined as an assistant.

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“Treasurer” defined as a coordinator.

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“Treasurer” defined as a joint manager.

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There are two ways to define custom positions with TeamOrgChart.

Via the Context Menu

  • Place the chart in Edit Mode ( CTRL+E ).
  • Open the context menu of the person you wish to define as a custom position.
  • Select or deselect the position type from the menu.

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From the Custom Positions Page

  • From the Actions menu, select Custom positions.
  • Then Create, edit or delete custom positions in the table.

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Note: Custom positions are preserved between data re-loads.

Uploading a new data sheet when using an Excel based chart or when the chart refreshes from Entra Id will not impact the custom positions.

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Recommended Steps
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Identitfy staff members who should have a custom position

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