Collaborate On Org Charts
Work together in real time to build, edit, and review organizational charts, securely and efficiently.
Feature Overview
Unaric Org Chart includes built-in collaboration tools that allow multiple users to view, edit, and share org charts with varying levels of access. This ensures that HR teams, department heads, executives, and external partners can all work together, without version confusion or access risk.
Feature Breakdown
Share Button: Invite others to view or edit an org chart with just a click.
Real-Time Collaboration: Multiple users can work on the same chart simultaneously; changes are synced live.
Role-Based Permissions: Assign users as Admin, Editor, or Viewer, each with specific capabilities.
Expiring Invitations: User invites expire after 24 hours to prevent lingering access risks.
No Account Required (View-Only): You can share view-only links with people who don’t have Unaric accounts.
Field Visibility Control: Control which custom fields and connections are visible to shared viewers.
Benefits
Faster Decision-Making - Teams can co-edit org charts during meetings or restructuring sessions.
No Version Confusion - Avoid "chart v1", "chart_final", "chart_FINAL_v3" - everyone works on the same live version.
Cross-Functional Collaboration - Involve HR, leadership, and department heads without giving unnecessary edit access.
Secure Access Control - With role-based permissions and invite expiry, your org chart stays protected.
Live Feedback - Make edits and see stakeholder input in real time, ideal for restructuring proposals.
Remote-Friendly - Designed for distributed teams, no need for in-person reviews or file transfers.
Use Cases
HR & Leadership Workshops
→ Collaboratively restructure departments during live strategic planning sessions.
Department Reviews
→ Share a read-only chart with department heads to confirm accuracy or approve changes.
Consultant & External Partner Access
→ Provide short-term access to outside firms without needing to add them as full users.
Org Design Iteration
→ Use comments, shared views, and editable duplicates to compare org structures before implementing.