Collaboration, Sharing, Security

Perfect alignment starts here ⭐

Collaboration tools make it easy to share, delegate, align, and work together in real-time, ensuring faster decisions and a seamless feedback loop — with secure controls. 

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Real-time collaboration

Get your team engaged and aligned

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Live collaboration

Work with your team in real time on your org design scenarios, with updates visible instantly.

Scenario access

Choose which scenarios to invite your entire team to -or work separately with leaders in their areas.

Scenario updating

Update or duplicate data across scenarios. Perfect for when leaders work on separate team scenarios.

Scenario delegation

Delegate a group to a leader- easily copy that part of the org and merge changes when ready.

Commenting

With Comments, your team can add notes, feedback, or issues to any position, and resolve actions faster.

Full version history

Access a complete history of edits and restore previous versions of scenarios as needed.

Change notification

Receive automatic email notifications for changes, keeping your team up to date and in alignment.

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Sharing & exports

Share scenarios and control what’s shown

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Live view links

Share secure scenario links with visitors, who can zoom in/out and collapse/expand but not make changes.

Embed live org charts

Embed view-only live org charts into Notion, Teams, Sharepoint, Confluence, Google Sites, and more.

Filter & share views

Toggle to hide layers and properties, so only what's needed is shared in live links or when embedding.

More on security & controls >

View settings

Use View Settings to show the top manager you want displayed, number of layers shown, and properties.

Export file types

Customize views and export them in PDF, JPG, PNG, or CSV formats to present, send, or share.

Custom exports

Export an entire org chart, hiring forecasts, headcount budget, position and role descriptions, and more.

More on exporting >

Privacy mode

Obscure sensitive data on screen when presenting, in an open office, or in a public space.

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Security & controls

Rest assured with data controls & security

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Scenario access

Set access levels for who can view sensitive data, make org changes, share the scenario, or view only.

More on scenario access >

Sensitive data

Compensation data is by default "sensitive," meaning it is never accessible from shared links or exports.

Sensitive properties

Mark custom properties as sensitive ensuring only those with sensitive data access can view them.

Workspace controls

Any invited workspace user can create scenarios, but they have to be invited to a specific scenario to view it.

SOC 2 Type II certified

We maintain the highest standards of data security and protection and are SOC 2 Type II certified.

View certification & policies >
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Why companies trust Functionly with their org design