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

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. 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 Users to the Accountability Chart: 

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

  1. Click AC in the menu bar
  2. Click into one of the boxes on your AC
  3. Type in the 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 the email address. Check the box that says Placeholder User and click OK. Placeholders can be converted to a fully registered users later by entering an email address, see here for additional information.
    • Leadership Team Member is for marketing purposes only
    • People Tools Only is to add a user who will only have access to the People Tools portion of Traction Tools, see here for additional information
  6. Enter an email address and click OK
  7. Your employee has been added to the AC. Placeholder users will not receive an invite to Traction Tools and you will not be charged for them. Fully registered users will have to be sent an invite from the Manage Organization section, see here for further details.

How to add a Function to the Accountability Chart:

  1. Click AC in the menu bar
  2. Click into one of the boxes on your AC
  3. Type the 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)'

Editing existing Functions and Employees:

  1. Click AC in the menu bar
  2. Click on the AC box you would like to edit
  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)

Editing Roles:

There are 2 types of roles available on the Accountability Chart, 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 populate on the AC.

Function Roles

  1. Click AC in the menu bar
  2. Click on the AC box you would like to edit
  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 function role, click into the text of the role
  5. To delete a role, click the gray '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 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 gray 'x'

Edit Function (position title) WITHOUT changing roles:

  1. Click AC in the menu bar
  2. Click the Manage Positions button in orange menu at the top
  3. Click the pencil icon next to the Function
  4. Make changes and click OK
  5. Close the Manage Positions tab of your browser
  6. Your function title will be updated on the AC. Please refresh browser page if you do not see the change. 

Move a box within the AC:

  1. Click AC in the menu bar
  2. Click, hold, and drag the dotted line rectangle at the top right of an AC box
  3. Drag to another another portion 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 rightmost side. This allows you to order them left to right on any given level.

Printing the full AC:

  1. Click AC in the menu bar
  2. Click the Export PDF in the orange menu bar at the top
  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 page. This may not be the best option to use along with 'Full Chart'. If you have a large AC, it will not be legible. 

Compress Chart: Will move the 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
  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

 

BTM 05/01/19

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  • 30-May-2019
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