Assigning the Planning Role
The planning feature within TeamOrgChart lets users quickly create organisation charts to support a wide range of scenarios such as;
Plans are created from an existing organization chart and can be shared with specific people or groups within your organization.
The " History Control "lets you walk through the proposed changes, step-by-step, making it simple to review the changes and to explain them to others.
- What-If scenarios
- Reorganisations
- Headcount planning
- Temporary org charts, for example multi-disciplinary Project Teams or bid teams.
Plans are created from an existing organization chart and can be shared with specific people or groups within your organization.
The " History Control "lets you walk through the proposed changes, step-by-step, making it simple to review the changes and to explain them to others.
Assigning the Planning Role to a Non-Adminstrative user
Planning is available to non-administrative staff, to enable this feature the Planning Permission must be assigned to the staff memeber.
Users with the Planning Permission can create and edit plans, however they do not have adminstrative rights to allow them to create or alter other organization charts.
Access the Security Menu
Begin by accessing the Security Page within the settings menu located at the top-right of TeamOrgChart, next to your profile picture.
Search for and select the user and assign the permission within the Assign Planning Permissions section
Using the Planning Permission
After the permission has been added to the users account, they will see a button on the chart toolbar. This will create a plan from the current displayed organization position.
