HOW TO USE THE ORGANIZATIONAL CHART

The Organizational Chart is used to create all the positions your business needs in order to get the work done.

 

Organization Chart – Tree View

Or Simple View

Adding New Positions

To add a new position, click the plus icon in the tool bar

The add new position box will appear
Type in the name of the new position the “Position Title” field
Then select the appropriate “New Position Manager” from the drop down box.

Click the save button to add your new position to the organizational chart.
(The New Positions box will appear under the New Position manager on the organization chart)

Moving Positions

To move a position under another position click and hold the position you wish to move, and drag it to the position it should be under.

Deleting a Position

To delete a position from your organizational chart select the X icon

Select the position you want to delete form the drop down box and click the [Delete] button.

Note: Positions with subordinate positions cannot be deleted until all the subordinates are deleted. Position that cannot be deleted because of this reason will be grayed out in the drop down list.

Printing the Organizational Chart

To print the organizational chart select the [Print] icon.

The print window will open.

You can then move your organizational chart around the print screen, by left clicking the chart and holding the mouse click while you adjust the chart to fit the screen. Larger charts can be printed on multiple sheets of paper by printing half of the chart first and then printing the second half.

Select the [print this page] title on the upper left hand corner of the print screen

Resizing & Moving the Organizational Chart

To move the organizational chart, left click any part of the chart, while holding down the mouse click and then slowly dragging the chart around the screen.

You can also zoom in and zoom out on the Organizational Chart by using the scale slide on the left side of the screen. Simply click the slide and drag it up to zoom in and down to zoom out.

Editing the Position Titles

To edit the position titles click the box on the organizational chart that you would like to edit.

The edit position title window for that position will appear. In the [Title] field, delete the old position title and type in your new position title. Click the save button.

User Settings

The User Setting button is used to change the Username / Email Address and Password for the user that is logged in. Each user will have a User Setting tool bar item that will contain the Username and Password that was set-up for them when the Administrator created the user. It can be changed through the User Setting tool bar item.

Password Recovery

If you forget your password you can use your username, which is also your e-mail address to recover it.
Go to the Easy Org Chart login page (www.easyorgchart.com/signin) and click the “Can’t remember password?” button.

You will then be directed to enter your e-mail address, which has to be the same e-mail address that you are using for your username. Then click “Recover Password”.

A message will then appear stating that a e-mail has been sent to your e-mail address to verify that it is authentic, and to give further instructions. Close this screen and go check you e-mail box.


You should receive an e-mail from TouchStone Business Systems with the subject TouchStone Password Recovery. Open this e-mail. Important note: If you do not receive this e-mail check you spam filter. The e-mail address you are using must be you current username e-mail address. If you have forgotten your username e-mail address contact Business Design Corp to verify.

Once you have opened this e-mail click the link provided.

You will then be directed back to the Touchstone login screen, which will instruct you that your new password has been sent to you in another e-mail.

Then go back and check your e-mail box and retrieve your e-mail. The e-mail will be from TouchStone Business Systems and the subject will be TouchStone Password Reset.

The email will include you new temporary password, which is randomly generated.

Cut the temporary password out of the e-mail, then go back to the TouchStone login page and paste it into the password field, enter you username and click the “Login” button.

 

 

 

 

Technical Training:
Your Organizational Chart