In Recruiterflow, the Org Chart gives you a visual map of who reports to whom inside any client company — so you always know who the decision-makers are before you pick up the phone.
The chart lives on the Company profile page and is built from the "Reports To" relationships your team sets on individual contacts. Once at least one reporting relationship exists for a company, the Org Chart tab appears automatically. The Org Chart also has a separate Board block for tracking board members, who often are not part of the reporting hierarchy at all.
Note: The Org Chart only shows contacts that have at least one reporting relationship set, or who have been added as a board member. Contacts with neither will not appear here.
To set up relationships, see: How to map reporting relationships between contacts.
Opening the Org Chart
Go to the Company profile for the client you want to view.
Click the Org Chart tab next to the Company name on top.
The chart loads automatically. If the tab is not visible, it means no reporting relationships or board members have been set for this company yet.
Reading the Chart
Each contact appears as a card showing their name and job title. The lines connecting the cards represent reporting relationships -- a line going upward means "reports to."
Top of the chart = the most senior contact with no manager defined above them.
Below them = their direct reports, and so on down the hierarchy.
Multiple top-level contacts can exist if your team has mapped separate reporting chains (for example, two different business units within the same company).
Board Members
Alongside the reporting hierarchy, the Org Chart has a separate Board block for tracking board members. Board members show up here because they often are not part of anyone's reporting line, but still have real influence at the company.
The Board block sits parallel to the main chart and is not connected to it by any reporting lines. Click it to search for and add a contact as a board member. Once one board member is added, a new empty Board block appears next to it so you can add another.
Adding a contact to the Board block also updates their Contact profile, and removing them does the reverse. For the full behavior, see Understanding Board Member Sync with Contact Profiles.
For step-by-step instructions, see How to Add Board Members to a Company's Org Chart.
Navigating the Chart
To find a specific contact quickly: Use your browser's zoom (Ctrl/Cmd + scroll) to zoom in and out. You can also click and drag to pan across larger org charts.
To jump to a contact's position in the chart from their profile: Open any contact profile and click "View in Org Chart." This opens the Company Org Chart with that contact's card highlighted.
Viewing Hierarchy from a Contact Profile
You do not need to go to the Company page every time. On any contact profile, you will see a mini org chart that shows:
The person they report to (one level up)
Their direct reports (one level down)
Each node in the mini chart is clickable and opens the respective contact's profile. To see the full company hierarchy, click "View in Org Chart" from within the mini chart.
What You Will and Won't See
Visible in the Org Chart | Not Visible |
Contacts with at least one "Reports To" relationship | Contacts with no reporting relationships and no board membership |
Contacts added as board members, in the Board block | Board members connected by a reporting line to anyone in the main chart |
Full hierarchy chain for mapped contacts | Contacts whose company was recently changed (depends on your CRM settings) |
Contacts from the current company only | Contacts from other companies |
For questions about missing contacts, deleted contacts, board members, or company changes affecting the chart, see: Org Chart -- Common Questions and Edge Cases.