Org Chart - User Management

Adding Users to a box on the Org Chart

1. Click Org Chart in the top menu bar (or People if the People Tools are enabled, followed by clicking Org Chart).
2. Click into a box.
3. In the right-side panel, click the word Employees or the plus button.
4. Search for a user's name or use the checkbox. Multiple users can be included in one box.
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.
   • Important: If adding a Placeholder, do not enter an email address. Check the box that says Placeholder User and click Save. Placeholders can be converted to fully registered users later by entering an email address, see this link for additional information.
   • Make Admin will assign account admin permissions to the user.
   • "On Leadership Team" option is for marketing purposes.
   • People Tools Only: The "People Tools only" option will be displayed only if the People Tools feature is enabled in the account. This option will allow you to add a user who will only have access to the People Tools portion of Bloom Growth, to complete their Quarterly 1:1. See this link for additional information. 
   • Use the Meetings section to add a user to meetings. Multiple meetings can be assigned.
6. Enter an email address and click Save.
7. Your employee has been added to the Org Chart. 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 Org Chart

1. Click Org Chart in the top menu bar (or People if the People Tools are enabled, followed by clicking Org Chart).
2. Click into a box.
3. In the right-side panel, uncheck the user.

• Important: Removing a user from the Org Chart does not remove them from the account or any meetings.