This feature consists of providing an option to the organization admin to create multiple hierarchical relationships beyond the traditional Org Chart. It allows for representing functional hierarchy, specific projects as needed etc.
Create a new relationship
To create a new relationship, access the "Settings -> Relationships" menu. In the "Types" section, click on "Add". Choose a name for the new relationship, provide a description that represents the relationship between two individuals, set whether this relationship should be published or not, and select a color. If a relationship type is not published, it means it won't be displayed as an option on the relationship chart. The new relationship chart will utilize the selected color to represent these new relationships.
To add new relationships, navigate to the "Relationships" section and select a Relationship Type. From there, you can filter, add, or delete relationships.
To delete, simply check the lines you wish to remove and click the delete button.
To add, click on the "Add" button, choose the users you want to establish a relationship between, and click the "plus" button. A preview information will be displayed for your confirmation, and once you are certain, click "Save" to create the new relationship.
During the "Add" action, you can also utilize the "Advanced Search" feature, which enables you to add multiple people at once. This feature streamlines the process of selecting and including multiple individuals in the relationship.
How can users visualize these relationships?
Users can visualize the relationships through the relationship chart. The relationship chart provides a graphical representation of the connections between individuals based on the defined relationship types that are marked as published. The chart displays the relationships using the selected colors assigned to each relationship type. Users can explore and navigate the chart to understand the hierarchical or project-based relationships within the organization. This visualization helps users gain a better understanding of the network of connections and how different individuals are related to each other.
On the "My Profile" page, users can click on "Relationship Chart" to access this new chart.
This new chart features a dropdown menu that includes relationship types marked as published. By default, it displays the Org Diagram, which provides a hierarchical representation of relationships. Users can choose multiple relationship types from the dropdown to visualize specific connections and explore the network in various ways.
On each user's card, there is a new button that allows users to display all relationships in which that particular user is involved. Clicking on this button will open a user panel that showcases the relationships associated with that user. The panel will provide a comprehensive view of these relationships, with a particular emphasis on the chart highlighting the connections that involve the user. This feature enhances the user's ability to understand and analyse their specific relationships within the organization, providing a focused view of their network.
Can I merge trees? Sure!
The "Settings -> Org Directory" menu has been redesigned to separate configurations related to the Org Chart, Relationship Chart, and both. In the Relationship Chart section, a new feature has been added: the ability to merge trees. This means that when selecting the first relationship in the dropdown menu, it will be treated as the "main relationship". Whenever a root user from another relationship matches with a user in the "main relationship", that relationship tree will be merged into the "main relationship". This allows for a consolidation of relationships and a more comprehensive view of the organizational structure within the Relationship Chart.