Edit Mode

Audience: Administrators and Read/Write users

 

Overview

Edit mode allows user with Admin and Read/Write roles the ability to filter and modify chart data and formatting. Edit mode is used to create custom org charts with specific branch styles and formatting that cannot be automated, or to create light-weight hypothetical plans.

This article provides information on:

• Accessing Edit mode
• Edit mode user interface overview

Accessing Edit mode

Admin and Read/Write users can access Edit mode by clicking on the Edit icon in the top right corner.

1. Click on Edit, and then click on Create custom chart.

2. Select the record to appear at the top of the chart and the amount of levels to include beneath that record. Optionally, create a filter to include on specific records in the custom chart.

3. Click on Create.

Edit Mode: UI Overview

Reference the Creating Custom Charts and Editing Custom Charts articles for more information.