Keeping your team aligned starts with clarity—and that’s exactly what the Org Chart feature brings to your Whale workspace. Instead of relying on scattered documents or outdated slides, you now have a centralized, always-up-to-date visual map of your company structure. It helps new hires onboard faster, teams collaborate better, and everyone stay informed about roles and responsibilities.
Built directly into your platform, the org chart evolves with your team—no extra tools or manual syncing required.
🗂 What You Can Do with the Org Chart
👥 Visualize Your Team Structure
Show how roles connect across departments, from top-level leadership to individual contributors.
📣 Improve Communication
Help new and existing employees know exactly who does what and who reports to whom.
🔗 Boost Collaboration
Make cross-functional teams and reporting lines visible to everyone.
⚡ Align Fast
Keep your org structure updated in real time—ideal for fast-moving SaaS teams.
🧭 How to Use the Org Chart
Step 1: Open the Org Chart
Click the Org Chart icon in your workspace navigation.
Step 2: Add a New Position
Click the ➕ icon either:
Below your company name to add a top-level role (e.g. CEO), or
Under an existing position to add a reporting line (e.g. Team Lead > Analyst).
🧠 The location you click will pre-fill some info in the setup slider.
Step 3: Fill Out Position Details (in the slider)
Function Title: e.g. Customer Success Manager, UX Designer
Responsibilities: Describe what this role is responsible for.
Employees: Select one or more team members in this position.
Department: Assign an existing department or create a new one.
Reports To / Top Level:
Choose who this role reports to, or
Mark it as Top Level if it sits at the executive level.
🔁 Can’t find a role to report to? Create that position first so it can be selected.
🧭 Navigating the Org Chart
🔍 Bottom Left: Zoom in, zoom out, or fit the org chart to your screen.
🗺️ Bottom Right: View a mini-map of your org chart so you can easily navigate large structures.
📇 Employee Directory
Prefer a list view? Use the Employee Directory for a searchable, sortable overview of all team members.
Search by name or role.
Instantly see who reports to whom.
Click on any employee to view their full position details.
Example: Need to find someone in Product Marketing? Just search the title and click to view their reporting line and department.
🖼 Add Your Profile Picture
Don’t see faces in your org chart yet? Each user can upload their own photo:
How to Update Your Profile Picture
Click your profile icon in the bottom-left corner.
Select Profile Settings.
Click Change and upload a photo from your computer.
Click Save.
✅ Only you can update your photo—share these steps with teammates so they can do the same!
By visualizing your org structure directly within Whale, you make your workspace not just a place for documentation—but a connected, human-centered platform for how your team works together.