How to View and Manage Org Charts in Menthory
This guide will show you how to locate your company's organizational chart, expand employee reporting hierarchies, filter the view by department, and export the document.
Step 1: Open the Org Chart Dashboard
From the left sidebar, ensure you are in the Organization section.
Navigate away from the Employees list by clicking the Org Chart tab at the top of the screen.
Step 2: Expand the Reporting Hierarchy
At the top of the chart, you will see your company name with the primary executive or CEO card immediately below it.
Click the small downward-facing arrow icon located at the bottom center of any user card.
This action will expand the tree structure, displaying exactly who reports to that specific role across the entire organization.
Step 3: Filter by Team or Organizational Area
To look for a specific employee, use the search bar at the top left.
If you want to refine the chart by a specific department, select the Organizational Area dropdown menu on the left side of the screen.
Check the box next to your desired department (e.g., Executive / Leadership Team, IT / Tech Support, Sales / Business Development) to instantly narrow your view.
Step 4: Export Your Organizational Chart
Once you have customized your view or expanded the tree to your liking, click the orange Export button in the upper-right corner.
This downloads a copy of the current layout for offline access or reporting.
