{"id":10918,"date":"2019-03-18T15:01:00","date_gmt":"2019-03-18T20:01:00","guid":{"rendered":"https:\/\/manage4staging.performancescoring.info\/kb\/?p=10918"},"modified":"2025-11-02T21:35:49","modified_gmt":"2025-11-03T02:35:49","slug":"updating-accountability-chart","status":"publish","type":"post","link":"https:\/\/securedb.io\/kb\/?p=10918","title":{"rendered":"Updating the Accountability Chart"},"content":{"rendered":"\n

It’s very likely that employees will move positions and change the structure of your organization. Here’s how to change where your people fall in your Accountability Chart<\/a>. This will also change what they can and cannot see (permissions-dependent).<\/p>\n\n\n\n

You’ll see that users are now grouped by Department. You’ll also notice “Clinks” (the orange arrows) which show secondary reporting structures.<\/p>\n\n\n\n

\"\"<\/figure>\n\n\n\n

There are two ways to make updates to Accountability Chart: directly via Drag & Drop, and via the user’s profile.<\/p>\n\n\n\n

Edit the Chart Directly<\/h2>\n\n\n\n

Drag & Drop users to update reporting structure or move them between departments or both.<\/p>\n\n\n\n

\"Drag<\/figure>\n\n\n\n

Edit via User Profile(s)<\/h2>\n\n\n\n
    \n
  1. Click Administration<\/strong> and click on Manage Users<\/strong><\/li>\n\n\n\n
  2. Search<\/strong> for the employee you want to change<\/li>\n\n\n\n
  3. Click the Edit<\/strong> button next to their name<\/li>\n\n\n\n
  4. Scroll down to Reports to Primarily<\/strong> and change that to who you want them to report to<\/li>\n<\/ol>\n\n\n\n
    \"\"<\/figure>\n\n\n\n

    If other employees report to the person you\u2019re updating, that\u2019s ok.  They\u2019ll still “report to” the individual they did before.  <\/p>\n","protected":false},"excerpt":{"rendered":"

    It’s very likely that employees will move positions and change the structure of your organization. Here’s how to change where your people fall in your Accountability Chart. This will also […]<\/p>\n","protected":false},"author":2,"featured_media":17554,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_helpful_status":1,"footnotes":""},"categories":[10],"tags":[],"class_list":["post-10918","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-accountability"],"wps_subtitle":"","_links":{"self":[{"href":"https:\/\/securedb.io\/kb\/index.php?rest_route=\/wp\/v2\/posts\/10918","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/securedb.io\/kb\/index.php?rest_route=\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/securedb.io\/kb\/index.php?rest_route=\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/securedb.io\/kb\/index.php?rest_route=\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/securedb.io\/kb\/index.php?rest_route=%2Fwp%2Fv2%2Fcomments&post=10918"}],"version-history":[{"count":6,"href":"https:\/\/securedb.io\/kb\/index.php?rest_route=\/wp\/v2\/posts\/10918\/revisions"}],"predecessor-version":[{"id":20630,"href":"https:\/\/securedb.io\/kb\/index.php?rest_route=\/wp\/v2\/posts\/10918\/revisions\/20630"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/securedb.io\/kb\/index.php?rest_route=\/wp\/v2\/media\/17554"}],"wp:attachment":[{"href":"https:\/\/securedb.io\/kb\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=10918"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/securedb.io\/kb\/index.php?rest_route=%2Fwp%2Fv2%2Fcategories&post=10918"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/securedb.io\/kb\/index.php?rest_route=%2Fwp%2Fv2%2Ftags&post=10918"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}