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.
Work with your team in real time on your org design scenarios, with updates visible instantly.
Choose which scenarios to invite your entire team to -or work separately with leaders in their areas.
Update or duplicate data across scenarios. Perfect for when leaders work on separate team scenarios.
Delegate a group to a leader- easily copy that part of the org and merge changes when ready.
With Comments, your team can add notes, feedback, or issues to any position, and resolve actions faster.
Access a complete history of edits and restore previous versions of scenarios as needed.
Receive automatic email notifications for changes, keeping your team up to date and in alignment.
Share secure scenario links with visitors, who can zoom in/out and collapse/expand but not make changes.
Embed view-only live org charts into Notion, Teams, Sharepoint, Confluence, Google Sites, and more.
Toggle to hide layers and properties, so only what's needed is shared in live links or when embedding.
Use View Settings to show the top manager you want displayed, number of layers shown, and properties.
Customize views and export them in PDF, JPG, PNG, or CSV formats to present, send, or share.
Export an entire org chart, hiring forecasts, headcount budget, position and role descriptions, and more.
Obscure sensitive data on screen when presenting, in an open office, or in a public space.
Set access levels for who can view sensitive data, make org changes, share the scenario, or view only.
Compensation data is by default "sensitive," meaning it is never accessible from shared links or exports.
Mark custom properties as sensitive ensuring only those with sensitive data access can view them.
Any invited workspace user can create scenarios, but they have to be invited to a specific scenario to view it.
We maintain the highest standards of data security and protection and are SOC 2 Type II certified.
Enable multiple client workspaces within your account, available only for Partner plans.
Create unlimited client workspaces free of charge, ideal for org experts with multiple clients.
Partners receive 10 basic seats for each workspace to collaborate with your clients effectively.
A Partner seat unlocks Advanced features in client workspaces, like scenario comparison and updating.
Whether your client is an SMB or large enterprise, you're able to support them with unlimited org sizes.
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