Accountability Chart - How to Navigate, Add Users, Edit Functions and Roles, Move Boxes, and Print ...

All about the Accountability Chart

Navigating the Accountability Chart

Move about the Accountability Chart by clicking and dragging with your mouse. Use the mouse wheel to zoom in and out. To expand and collapse levels use the Set Visibility Depth button in the orange menu bar or use the up and down carrot icons which appear at the bottom of a box when hovering over it with your mouse. To search for a specific user, type the user's name in the search box in the orange menu bar at the top right of the screen.


Adding/Removing Users

Note: Placeholder users will not be included on your invoice (see #5 below). Placeholders cannot log in to manage items or take part in meetings, but they can be shown on the AC.

Adding users to the AC

  1. Click AC in the top menu bar (or People if the People Tools are enabled, followed by clicking Accountability Chart).
  2. Click into a box.
  3. Type a user's first and last name in the Employee section on the right-side panel.
  4. From the drop-down below, click on the user's name if they are already a member of the account.
  5. If adding a new user click create user after typing the new user's name to confirm you want to add them to the account. The Add User box will pop up.
    • If adding a Placeholder, do not enter an email address. Check the box that says Placeholder User and click OK. Placeholders can be converted to fully registered users later by entering an email address, see this link‍ for additional information.
    • Leadership Team Member is for marketing purposes.
    • People Tools Only is to add a user who will only have access to the People Tools portion of Traction Tools, see this link‍ for additional information.
  6. Enter an email address and click OK.
  7. Your employee has been added to the AC. Users who will be logging in will have to be sent an invite from the Manage Organization section, see this link‍ for further details.


Removing users from the AC

  1. Click AC in the top menu bar (or People if the People Tools are enabled, followed by clicking Accountability Chart)
  2. Click into a box.
  3. In the right-side panel, click the 'x' next to the name. This does not remove the user from the account.


Functions and Roles

Add a function to the AC

  1. Click AC in the top menu bar (or People if the People Tools are enabled, followed by clicking Accountability Chart).
  2. Click into a box.
  3. Type a position title into the Function section in the right-side panel.
  4. Choose an existing Function from the drop-down if it already exists in your account, otherwise, click job title (Create Function).

 

Remove an existing function from the AC

  1. Click AC in the top menu bar (or People if the People Tools are enabled, followed by clicking Accountability Chart).
  2. Click into a box.
  3. Inside the panel on the right, click the x to remove the function or simply begin typing a new function (see above for adding a new function).


Delete a function from the account

  1. Click AC in the top menu bar (or People if the People Tools are enabled, followed by clicking Accountability Chart).
  2. Click Manage Functions in the orange menu bar.
  3. Click the trash can icon to the right of the position name.
  4. To rename a function without losing the attached roles, click the pencil icon.

 

Editing Roles

There are 2 types of roles available, Function Roles and User Roles.  Function Roles are tied to the Function and can be assigned to multiple users, and the User Roles are tied to the user and will be listed in the box regardless of the Function that is assigned to them. Function Roles are the default role that populates on the AC and the most widely used.

Function Roles

  1. Click AC in the top menu bar (or People if the People Tools are enabled, followed by clicking Accountability Chart)
  2. Click into a box that has an existing function assigned to it.
  3. To add a role, click the + that appears below the Employee section in the right-side panel, a new bullet-point will populate below.
  4. To edit an existing role, click into the text of the role.
  5. To delete a role, click the x.

 

User Roles

  1. Click the drop-down by your name/icon.
  2. Click Manage Organization.
  3. Click on a user's name from the list.
  4. Click the Edit button on the Roles box.
  5. Click the Add button at the top right.
  6. Add a role to the new text entry box below.
  7. You will see a new User Role in the user's box if they are shown on the Accountability Chart.
  8. To add additional user roles, follow the steps above, or click on an AC box (that has user roles activated already) and click the in the right-side panel.
  9. To edit an existing user role, click into the text of the role.
  10. To delete a role, click the x.

 

Edit Function Title WITHOUT Altering Roles

  1. Click AC in the top menu bar (or People if the People Tools are enabled, followed by clicking Accountability Chart).
  2. Click Manage Positions in the orange menu bar.
  3. Click the pencil icon to the right of the function.
  4. Make changes and click OK.
  5. This action opens a new browser tab. Either close the current tab or refresh an older tab to see the changes.


Reposition a Box

Reposition a box within the AC

  1. Click AC in the top menu bar (or People if the People Tools are enabled, followed by clicking Accountability Chart).
  2. Click, hold, and drag the dotted line rectangle at the top right of an AC box.
  3. Drag to another box of the AC and once you see the orange confirmation line, release.
  • When moving a box, if it has direct reports underneath, they too will be moved along with the Supervisor.
  • When moving a box that has others on the same row, upon dropping the box, it will be moved to the rightmost side. This allows you to order them left to right on any given level.


Printing the Accountability Chart

Printing the full AC

  1. Click AC in the top menu bar (or People if the People Tools are enabled, followed by clicking Accountability Chart).
  2. Click Export PDF in the orange menu bar.
  3. Choose your options.
  4. Click OK to view a PDF of your AC.

Scale to One Page: Will fit your Accountability Chart to one PDF page. If your Accountability Chart has overlapping boxes after choosing this option, click the Export PDF button once more but manually put in the Width and Height. This may take a few tries but will avoid overlapping boxes.

Compress Chart: Will move multiple boxes from being in a horizontal row to being stacked vertically in order to save space. 

Department per Page: This is a convenient option to print each department and the direct reports onto its own page. 

Full Chart: Includes entire AC.

Only Visible: Includes only the part that is currently expanded on your screen. 

Print a Specific Department

  1. Click AC in the menu bar (or People if the People Tools are enabled, followed by clicking Accountability Chart).
  2. Use the Set Visibility Depth button at the top to alter how much of the chart you see or use the up and down carrot icons which appear at the bottom of a box when hovering over it to expand or collapse direct reports.
  3. Hover over the box you would like to print (no need to expand it, you can leave it collapsed and gray).
  4. Click the printer icon below the box.
  5. Leave All Children selected to include all direct reports.
  6. If you have many branches under the department you are printing, select Department per page .
  7. Select Scale to One Page (if your PDF comes out illegible, un-check this option and try again).
  8. Click OK and save/print the PDF.


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