We’ve long had the ability to set permissions for graphs using Teams, that has allowed you to easily restrict access to graphs.

Now we’ve taken the permissions setting one step further and integrated them into the Org Chart.

Here’s how it works …

A division or department head naturally needs to be able to see their team’s results and monitor their progress.

Therefore it makes sense that a senior post on the org chart can automatically access the statistics of the juniors below them.

So, that’s exactly what we’ve done.

6 Different Levels of Access

There are 7 different levels of access permissions in envisage:

View Graph - view only, cannot change anything.
Add Values - can view and add graph values
Edit Values - can view, add and edit graph values
Manage Graph - can do all of the above and edit the graph settings.
Owners Team - Can access all graphs, import graphs, create and modify teams and invite new members to the organization
Account Holders - Can access accounting settings

Permissions 1 to 4 are controlled by Teams.

For more information on Owners Team and Account Holder see our help doc.

With the org chart, you know your manages will get access so they can manage.

Pretty cool, hey?

The Org Chart is a free bonus for all envisage users.

And remember you can try envisage 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.