Creating presets in org chart

How to create presets for your org chart

 

  1. Let's say my manager wants me to hide the name and the photo details and only display the salary and performance of every individual. You can select and de-select items in the card content menu.

     

  2. You can go into views and create a current view as a preset and name it HR manager.

     

  3. If you go back to the position based object, your manager can just come into the app and click on this HR manager's view.