Organizing the Accountability Chart™
Discover how to add, remove, and reorganize seats on the Accountability Chart.
Table of Contents
Customize your Accountability Chart™ by adding, editing, and organizing the Seats to fit your needs. Only Owners, Admins, Managers, and Integrators can edit the Accountability Chart. Read more about user roles and permissions.
Adding a New Seat
- Click Accountability Chart from the left navigation.
- Click the ✏️ Edit Chart button.
- Click the plus sign on the bottom-left corner of any Seat (other than Visionary).
- Name the Seat.
- Describe its Roles & Responsibilities.
- Click the plus sign next to Roles & Responsibilities.
- Add the Role Title.
- Describe the Role or Responsibility (for example, percentage or hours of time spent).
- Click the plus sign by Attachments to attach any relevant information.
- Click Create Seat.
To collapse or expand seats, click the arrow in the bottom center of each seat.
Assigning a Person to a Seat
Assign a person from your directory to a Seat.
- Click the ✏️ Edit Chart button.
- Click the person icon on the Seat's card.
- Select a user from the dropdown.
Adding Multiple People to the Same Seat
If you have team members with the same roles and responsibilities and the same title, place them in the same Seat on your Accountability Chart.
The Visionary and Integrator Seats can only have one person in them.
- Click the ✏️ Edit Chart button.
- On the desired card, click the person icon.
- Choose the desired user from the dropdown list.
Deleting a Seat
Warning: Deleting a Seat is a permanent action and deletes all subsequent seats.
- Click the ellipses in the top-right corner of the Seat's card.
- Click Delete Seat at the bottom of the options list.
Moving a Seat
- Click the Move to button on the bottom of a Seat's card.
- Choose the new parent Seat.
- Click Save.
Rearranging Seats
Rearrange any Seats on the same horizontal level with the same manager by clicking the left or right arrows.