Org chart

The Org chart shows how people in your organization report to one another. It’s a visual map of managers and their direct reports, built automatically from the manager information Serval receives when it syncs your users.

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Where to find it

Organization workspace Switch to the Organization workspace in the sidebar’s workspace switcher, then select Org chart. This opens the org-wide view. A person’s profile Open any user’s profile and select the Org chart tab to see the same map centered on that person.

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The org-wide view

The Organization workspace view shows your whole organization as a single tree of reporting lines. Use Find a person to search for someone by name. Selecting a result pins that person’s reporting chain into the tree and moves the view to them, so you can jump straight to any part of a large organization without losing the surrounding structure.

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A person’s org chart

On a user’s profile, the Org chart tab focuses on that individual:

• A reporting-line rail lists the person’s management chain from the top of the organization down, along with their direct reports.
• The main view can switch between Lineage, which shows just this person’s chain and reports, and Entire org, which places them within the full tree.
• Selecting anyone else in the view opens their details, and their name links to their own org chart, so you can move from person to person.

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Where the data comes from

Reporting lines are populated from the manager and reporting information that arrives with your user sync from connected identity providers and HR systems. If no reporting relationships have been synced yet, the org chart is empty until that data is in place.