# Orientation & Navigation

The left toolbar provides all navigation and analysis tools in Main Org. All actions are **view-only** — to make changes to positions, create a Scenario.

<figure><img src="/files/r4JurXzV9eyT2Kxa0Y3x" alt=""><figcaption></figcaption></figure>

## Toolbar Tools

#### **Search (🔍)**

Find employees or positions by name or job title.&#x20;

* Results navigate the org chart to that position.
* Works across your accessible scope.
* Shortcut: Cmd/Ctrl+K or `/`.

#### **Filter**

Show only positions matching specific criteria (for example, Department, Location, Pay Grade, or custom fields).

Two filter modes are available:

1. Standard Filtering — Shows only matching positions and may break visual hierarchy.
2. Manager Filtering (reccomended) — Preserves reporting context by keeping managers visible above matching positions.

Filters persist across Org Chart, Directory, and Forecast views.

Use **Clear All** to reset filters.

#### **Tree View**

Displays the organization as an indented list. Use Tree View to quickly navigate deep hierarchies without expanding cards manually.

#### **Highlight**

Color-code positions by any attribute.

* Use **Fill Color** to apply one attribute.
* Use **Outline Color** to apply a second attribute.
* Toggle the legend to see what each color represents.

Highlighting does not change data — it is a visual tool for analysis.

#### **Card Content**

Control which fields appear on position cards.

* Add standard, custom or calculated fields
* Drag and drop to reorder fields.
* Changes apply immeditely.&#x20;

:bulb: Keep cards minimal — 3–5 fields for readability; add more only for specific analysis.

#### **Spotlight**

Dim non-matching positions to focus on specific criteria.

* Apply preconfigured rules (for example, span of control ranges)
* Spotlight by any available attribute, including custom fields
* Matching positions are highlighted; others appear dimmed

Spotlight helps identify patterns within the organization.

#### **Presets (Saved Views)**

Save your current configuration of: Filters, Highlights and Card Content. Saved views can be reloaded later and may be available to other users based on permissions.

<figure><img src="/files/YKdVgI4Vj1cB5SIWG297" alt=""><figcaption></figcaption></figure>

<figure><img src="/files/EpergCcmBvAqwzOEojoJ" alt=""><figcaption></figcaption></figure>

#### **Export**

Export your current view as:

* JPEG (images)
* PowerPoint (one slide per manager, configurable depth)
* CSV (all data, respects active filters and visible columns
* Template builder (admin only)

#### **Layout**

Switch between layout options:

* Vertical
* Horizontal
* Compact

Adjust how many levels are expanded (1–3 levels). Use zoom and pan controls to navigate large structures.

**Directory Toggle**

Switch to Directory view to analyze data in a table format.

#### Keyboard Shortcuts

`1` = Main Or

`5` = Directory

`/` or Cmd/Ctrl+K = Search

Esc = Close panels

#### Available Actions: Main Org vs. Scenarios

| Tool                                                               | Main Org | Scenarios |
| ------------------------------------------------------------------ | -------- | --------- |
| Search, Filter, Highlight, Spotlight, Card Content, Export, Layout | ✅        | ✅         |
| Add/Edit/Move/Close positions                                      | ❌        | ✅         |
| Bulk Operations                                                    | ❌        | ✅         |
| OpEx Panel (👀)                                                    | ❌        | ✅         |
| Comments                                                           | ❌        | ✅         |
| Approvals                                                          | ❌        | ✅         |

## Related Articles

* [Directory View](https://github.com/Productao/gitbook/blob/docs/help-center-refresh-2026/main-org/directory-view.md)
* [Org Metrics & Insights](/main-org/metrics-insights.md)
* [Creating a Scenario](/scenarios/creating-scenarios.md)


---

# Agent Instructions: Querying This Documentation

If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question.

Perform an HTTP GET request on the current page URL with the `ask` query parameter:

```
GET https://docs.agentnoon.com/main-org/navigation.md?ask=<question>
```

The question should be specific, self-contained, and written in natural language.
The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.

Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.