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<p>System settings / Organizational chart</p>
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<div class="topic__title"><h1 class="p_Heading1" style="text-align: center; line-height: 1.20; margin: 19px 0 19px 0;"><span class="f_Heading1" style="font-size: 32px;">Organizational chart</span></h1>
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<!-- Placeholder for topic body. -->
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<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 0;">An <span style="font-weight: bold;">Organizational Chart</span> defines the hierarchy of divisions and jobs in the organization.It describes how the roles, authority, and responsibilities of a company’s employees are assigned.</p>
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<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 0;">Modeling an org сhart is one of the first steps in setting up BRIX.</p>
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<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 0;"><img alt="OC1" width="1305" height="625" style="margin:0;width:1305px;height:625px;border:none" src="oc1.png"/></p>
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<h2 class="p_Heading2" style="line-height: 1.20; margin: 19px 0 0 0;"><span class="f_Heading2" style="font-size: 24px;">Purpose of the org chart</span></h2>
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<p class="p_Normal" style="line-height: 1.20; margin: 19px 0 0 0;">In BRIX, the org chart reflects the real structure of your company. According to the org chart, roles are assigned to participants of the business processes. It is also used to assign access permissions to various workspaces of the system.</p>
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<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 0;"><img alt="org_chart_process_01" width="669" height="371" style="margin:0;width:669px;height:371px;border:none" src="org_chart_process_01.png"/></p>
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<h2 class="p_Heading2" style="line-height: 1.20; margin: 19px 0 0 0;"><span class="f_Heading2" style="font-size: 24px;">Start modeling</span></h2>
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<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 0;">To start modeling, go to <span style="font-weight: bold;">Administration </span>> <span style="font-weight: bold;">Org Chart</span>.<span style="font-weight: bold;"> </span></p>
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<p class="p_CodeExample" style="page-break-inside: avoid;"><span class="f_CodeExample">начало внимание</span></p>
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<p style="line-height: 1.20; margin: 19px 0 0 0;">Only users included in the <a href="360006871932.html#administrators" class="topiclink">Administrators</a><span style="font-weight: bold;"> </span>group can create or edit the org chart.</p>
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<p class="p_CodeExample" style="page-break-inside: avoid;"><span class="f_CodeExample">конец внимание</span></p>
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<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 0;">By default, the head element is already added to the org chart page.<a id="head_element" class="hmanchor"></a><span class="f_ImageCaption"> <img alt="OC3" width="1307" height="629" style="margin:0;width:1307px;height:629px;border:none" src="oc3.png"/></span></p>
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<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 0;">To add a new item, hover the mouse over an existing item and click on one of the icons that appear.</p>
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<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 0;"><img alt="OC4" width="292" height="107" style="margin:0;width:292px;height:107px;border:none" src="oc4.png"/></p>
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<h2 class="p_Heading2" style="line-height: 1.20; margin: 19px 0 0 0;"><a id="org_chart_item" class="hmanchor"></a><span class="f_Heading2" style="font-size: 24px;">Org chart items</span></h2>
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<p class="p_Normal" style="line-height: 1.20; margin: 19px 0 0 0;"><span style="font-weight: bold;">Organizational chart items</span> are used to describe the hierarchy in the company. In BRIX there are three types of items: <span style="font-weight: bold;">job position</span>, <span style="font-weight: bold;">group, </span>and <span style="font-weight: bold;">department</span>.</p>
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<div style="text-align: left; text-indent: 0; padding: 0 0 0 0; margin: 14px 0 0 0;"><table style="width:100%; border:none; border-spacing:2px;">
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<tr>
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<td style="vertical-align:middle; width:549px; padding:1px; border:none"><p class="p_Normal" style="line-height: 1.20;"><img alt="OC5" width="233" height="81" style="margin:0;width:233px;height:81px;border:none" src="oc5.png"/></p>
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</td>
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<td style="vertical-align:middle; width:470px; padding:1px; border:none"><p class="p_Normal" style="line-height: 1.20;"><span style="font-weight: bold;">Job position</span>. You can select only one employee for a job position. For example, CEO, chief accountant, secretary, etc.;</p>
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</td>
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<tr>
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<td style="vertical-align:middle; width:549px; padding:1px; border:none"><p class="p_Normal" style="line-height: 1.20;"><img alt="OC6" width="233" height="81" style="margin:0;width:233px;height:81px;border:none" src="oc6.png"/></p>
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</td>
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<td style="vertical-align:middle; width:470px; padding:1px; border:none"><p style="line-height: 1.20;"><span style="font-weight: bold;">Group</span>. Defines a group of users with common job responsibilities.</p>
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</td>
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</tr>
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<tr>
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<td style="vertical-align:middle; width:549px; padding:1px; border:none"><p class="p_Normal" style="line-height: 1.20;"><img alt="OC7" width="233" height="81" style="margin:0;width:233px;height:81px;border:none" src="oc7.png"/></p>
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</td>
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<td style="vertical-align:middle; width:470px; padding:1px; border:none"><p class="p_Normal" style="line-height: 1.20;"><span style="font-weight: bold;">Department</span>. Consists of an unlimited number of employees and one department head. Inside the department, you can create groups of employees and individual job positions.</p>
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</td>
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</tr>
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</table>
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<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 0;">To configure the department structure, click on its name or on the <span style="font-weight: bold;">Expand</span> button.</p>
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<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 0;"><span class="f_ImageCaption"> <img alt="OC8" width="252" height="96" style="margin:0;width:252px;height:96px;border:none" src="oc8.png"/></span></p>
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<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 0;">If you want to rename, move, or delete an item of the org chart, hover the mouse over the item and select the action you want to perform.</p>
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<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 0;"><img alt="OC9" width="252" height="96" style="margin:0;width:252px;height:96px;border:none" src="oc9.png"/></p>
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<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 0;">To move an item, select the job position that stands higher in the organizational hierarchy. <span class="f_ImageCaption"> <img alt="OC10" width="1306" height="630" style="margin:0;width:1306px;height:630px;border:none" src="oc10.png"/></span></p>
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<p class="p_Normal"><span style="font-size: 15px; color: #394149;">You can also reorder the items belonging to one level of hierarchy by clicking </span><img alt="up" title="up" width="20" height="21" style="margin:0;width:20px;height:21px;border:none" src="up.png"/><span style="font-size: 15px; color: #394149;"> or </span><img alt="down" title="down" width="20" height="21" style="margin:0;width:20px;height:21px;border:none" src="down.png"/><span style="font-size: 15px; color: #394149;">. This will not change the hierarchy but the order in which the items are displayed in the org chart.</span></p>
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<p class="p_Normal"><img alt="org_chart_sort" width="545" height="267" style="margin:0;width:545px;height:267px;border:none" src="org_chart_sort.png"/></p>
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<h2 class="p_Heading2" style="line-height: 1.20; margin: 19px 0 0 0;"><span class="f_Heading2" style="font-size: 24px;">Save the org chart</span></h2>
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<p class="p_Normal" style="line-height: 1.20; margin: 19px 0 0 0;">To apply changes and make the org chart available, you need to save it. To do this, click the <span style="font-weight: bold;">Save</span> button on the top panel of the page. After that users will be able to view it in <span style="font-weight: bold;">Company > Company Structure</span>.</p>
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<h2 class="p_Heading2" style="line-height: 1.20; margin: 19px 0 0 0;"><span class="f_Heading2" style="font-size: 24px;">Assign users to job positions </span></h2>
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<p class="p_Normal" style="line-height: 1.20; margin: 19px 0 0 0;">After having created and saved the org chart, you can assign users to job positions. To do this, go to <span style="font-weight: bold;">Administration </span>> <span style="font-weight: bold;">Users</span>. Select a user and click on the <span style="font-weight: bold;">Edit</span> button. In the <span style="font-weight: bold;">Position</span> field, start typing the job title or click the magnifying glass icon to view the company structure and select the desired item.</p>
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<p class="p_Normal" style="line-height: 1.20; margin: 19px 0 0 0;"><img alt="brix-orgchart-01" width="757" height="494" style="margin:0;width:757px;height:494px;border:none" src="brix-orgchart-01.png"/><br />
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<span class="f_ImageCaption"> </span></p>
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<p class="p_Normal" style="line-height: 1.20; margin: 19px 0 0 0;">If you select a position that is already occupied by another employee, you will see a warning showing the user assigned to this position. You can remove the user from the position or assign them to another position by <a href="360004833572.html#edit" class="topiclink">editing their profile</a>. After saving these changes you will be able to assign the new user to the desired position.</p>
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<p class="p_Normal" style="line-height: 1.20; margin: 19px 0 0 0;"><img alt="brix-orgchart-02" width="666" height="332" style="margin:0;width:666px;height:332px;border:none" src="brix-orgchart-02.png"/></p>
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<h2 class="p_Heading2" style="line-height: 1.20; margin: 19px 0 0 0;"><span class="f_Heading2" style="font-size: 24px;">Edit the org chart</span></h2>
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<p class="p_Normal" style="line-height: 1.20; margin: 19px 0 0 0;">If you want to edit the organizational chart, go to the <span style="font-weight: bold;">Org Chart</span> page, make the changes and click the <span style="font-weight: bold;">Save</span> button. The changes will be immediately applied.</p>
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<h2 class="p_Heading2"><span class="f_Heading2">Export the org chart</span></h2>
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<p style="line-height: 1.20; margin: 0 0 16px 0;"><span style="font-size: 15px; color: #394149;">You can download the org chart as a</span><span style="font-size: 15px; color: #394149;"> </span><span style="font-weight: bold; color: #394149;">.png</span><span style="font-size: 15px; color: #394149;"> o</span><span style="font-size: 15px; color: #394149;">r </span><span style="font-weight: bold; color: #394149;">.pdf </span><span style="font-size: 15px; color: #394149;">file. To do that, click</span><span style="font-size: 15px; color: #394149;"> </span><span style="font-weight: bold; color: #394149;">Export to PNG</span><span style="font-size: 15px; color: #394149;"> </span><span style="font-size: 15px; color: #394149;">or</span><span style="font-size: 15px; color: #394149;"> </span><span style="font-weight: bold; color: #394149;">Export to PDF</span><span style="font-size: 15px; color: #394149;"> in the toolbar. The org chart is also downloaded during the</span><span style="font-size: 15px; color: #394149;"> </span><span style="font-size: 15px; color: #394149;"><a href="configuration.html" class="topiclink">export of the system configuration</a></span><span style="font-size: 15px; color: #394149;">.</span></p>
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