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Help Center
'How to' Videos

Getting Started
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'How to' Videos

Learn more about specific features. Explore how things work and become a super user in Functionly.

Help Center Videos
Understanding how total compensation on your organizational chart works

Sharing and collaborating

How to use shared links
How to tell who can see a scenario
How to invite, share, and remove users
How to create your own templates
How to export your organizational chart and data

Importing

Preparing your CSV to import people & positions
How to import your spreadsheet into Functionly
Troubleshooting your spreadsheet import
Update your organizational chart or data using a spreadsheet

Workforce Planning

How to add and manage compensation to your organizational chart
How to add and manage vacant positions

Designing your organization

How to create, edit and allocate, accountabilities, responsibilities and roles
How To Use Cross-Functional Or Dotted Line Reporting
How to use groups on your organizational chart
How to navigate your org chart using zoom controls
How to add and manage custom properties to your organizational chart
How to best use color in your organizational chart

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