Custom Positions

Indicate different position types, such as an assistant, coordinator or a joint-manager.

Custom positions are preserved between data re-loads. Uploading a new data sheet when using an Excel based chart or when the chart refreshes from Entra ID will not impact the custom positions.

Using the Context Menu

Custom Positions Context Menu in TeamOrgChart

1. Enter Edit Mode

Place the chart in Edit Mode (CTRL+E).

2. Open Context Menu

Open the context menu of the person you wish to define as a custom position.

3. Select Position

Select or deselect the position type from the menu.

Using the Custom Positions Page

Custom Positions Page in TeamOrgChart

1. Select Custom Positions

From the Actions menu, select Custom positions.

2. Manage Custom Positions

Create, edit or delete custom positions in the table.

Next Steps

Temporary Positions Additional Roles Filters