Your organization-wide Accountability Chart gives everyone a shared view of the company’s structure and key seats. If a non-leadership team member needs to help update it, a Leadership Team member can create a draft version, move it to that person’s Space, and then publish the updated chart as the new organization-wide Accountability Chart.
The video above provides a full walkthrough of how to let a non-leadership team member edit an organization-wide Accountability Chart. For step-by-step written instructions, continue to the sections below.
Prerequisites
Before you begin, make sure:
You are a member of the Leadership Team
Your organization already has an organization-wide Accountability Chart set up
The person editing the draft is a member of the destination Space
The Leadership Team member moving the draft is also a member of the destination Space or has access to it, so they can move the draft into the Space and back to the Leadership Team
How org-wide Accountability Chart editing works
Only Accountability Charts in the Leadership Team can be set as organization-wide. This means non-leadership team members cannot directly edit the live organization-wide Accountability Chart unless they are part of the Leadership Team.
To allow a non-leadership team member to help with updates, create a draft copy of the organization-wide Accountability Chart, move it to the Space where that person can edit it, and then move the updated draft back to the Leadership Team. From there, a Leadership Team member can set the updated chart as the new organization-wide version.
Update the organization-wide Accountability Chart with a draft
1. Create a draft copy of the organization-wide Accountability Chart
Who does this: Leadership Team member
Open the Leadership Team.
Select the Accountability Chart tab.
Open the current organization-wide Accountability Chart.
Duplicate the Accountability Chart.
Click the three-dot menu in the top right of your Accountability Chart.
Select Duplicate.
Set a name for the duplicate.
Click Duplicate.
For example, you can name it "Draft organization-wide Accountability Chart."
2. Move the draft to the destination Space
Who does this: Leadership Team member
Go back to the Accountability Chart list.
Find the draft Accountability Chart you just created.
Select Move to Space.
Select the Space where the non-leadership team member is a member, then click Move.
For example, if the person who needs to edit the chart is on the Administrative Team, move the draft Accountability Chart to the Administrative Team’s Space.
3. Update the draft Accountability Chart
Who does this: Non-leadership team member
Open the team Space where the draft Accountability Chart was moved.
Select the Accountability Chart tab.
Open the draft organization-wide Accountability Chart.
Make the needed updates.
See how to Customize Your Accountability Chart for further guidance.
After they finish editing, they should let the Leadership Team know the draft is ready to review.
4. Move the updated draft back to the Leadership Team
Who does this: Leadership Team member with access to the destination Space
Open the Space where the draft Accountability Chart was edited.
Find the updated draft Accountability Chart.
Select Move to Space.
Move the updated draft back to the Leadership Team.
Tip: You can also duplicate the draft, then move the duplicate to the Leadership Team so the current Space keeps a copy of the organization-wide Accountability Chart for future updates.
5. Rename the current organization-wide chart
Who does this: Leadership Team member
Open the Leadership Team.
Select the Accountability Chart tab.
Open the current organization-wide Accountability Chart.
Rename it so it is clear that it is the previous version.
Click Save.
For example, you can rename it "Old organization-wide Accountability Chart."
6. Set the updated draft as organization-wide
Who does this: Leadership Team member
Click the three-dot icon in the top right of the current organization-wide Accountability Chart.
Click Edit.
Rename it to the final name you want to use.
Click Save.
Once the Accountability Chart is open, select Set Organization Wide in the top right.
The updated chart is now the official organization-wide Accountability Chart.
7. Confirm the updated chart is live
Who does this: Any team member
Go to the Company tab.
Open the Accountability Chart.
Confirm the updated organization-wide Accountability Chart is visible.
The changes from the draft are now live for the organization.