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Adjust the org chart

Learn how to change the layout of the org chart

When you access the org chart tab, a blank or default version is displayed. You have the flexibility to customize the org chart to suit your needs, for example:

  • Hide certain shareholders;
  • Add specific colors;
  • Change the columns.

After adjusting the org chart, you can save your customized layout for future use, eliminating the need to recreate it each time. Additionally, you can create and save multiple layouts tailored to different purposes, such as internal reporting, communication with banks, or UBO filings.

Below you can find a step by step guide on how to adjust the org chart.

For detailed instructions, click 'Start tutorial' below.

 

The org chart is generated based on the share registers in Corporify. If you notice missing or incorrect information in the org chart, please ensure that all share registers are accurately updated and complete..

Below you can find a step by step guide on how to open a customized layout.

For detailed instructions, click 'Start tutorial' below.