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Org Chart: Assistant Feature

September 17, 2020 MetaPulse Team
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CEOs and managers often have assistants who help them get more done. Occasionally, the assistant acts on behalf of the manager. 

In many cases, the assistant needs the same level of permission access as the manager or executive they work for. 

In envisage, we have created Assistant Post features which cater for the needs of this vital role.

Here’s how it works:

As we discussed in a prior article, the In Charge Feature provides an easy way for managers and executives to get full access to their juniors on the org chart. 

The assistant feature works in the same way. It provides the same access level to graphs and objectives as the Manager they assist, making it easier for the assistant to coordinate their team’s activities.

The assistant hat is highlighted by either a shaded area or a floating node as shown above. 

It’s another useful tool that helps you organise and monitor your team’s progress.

Of course, the first step is having an org chart! If you need help creating your org chart in envisage, let us know, we offer full onboarding for your entire team.

And check out our help docs for more information on Creating Hats and Adding Posts to the Org Chart.

oOo

Know how to grow with envisage! The world’s first Growth Management System™ Application with Statistics, Org Charts, Objectives, Trends, Events and Reports. Try for free on a no risk 14-day trial. We’ll even help you set up all your existing statistics to make sure you succeed in getting your business onto Envisage. 

Comment and ask questions below or ask questions privately.

In New Features Tags Org Chart
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