Set sorting options

You can set the sorting options for members displayed in the organization chart.

The default sorting priority is 'Executive', 'Team leader', 'Position', 'Level', 'Name', and you can change the priority or add sorting options.

1. In the left menu of Admin, select 'Member' to expand the menu, then click 'Member' to go to 'Member'. On mobile, tap  to open the menu.
2. Press 'Manage' at the top right and then 'Manage Sorting Options'.
3. Press 'Edit' at the top right.
4. Use on the left to change the order, or toggle 'Use' on or off.
   • Press 'Preview' to check the order of members displayed in the organization chart.
   • If Limit Org. Chart Visibility or Show affiliation on org chart and profile settings are applied, the organization chart in the preview may differ from the actual service.
5. Press 'Save'.

Add sorting options

You can add up to two items from the 'Members > Manage> Manage Fields' menu as sorting options.

1. In the left menu of Admin, select 'Member' to expand the menu, then click 'Member' to go to 'Member'. On mobile, tap  to open the menu.
2. Press 'Manage' at the top right and then 'Manage Sorting Options'.
3. Press 'Edit' at the top right.
4. Press 'Add Sorting Option' at the bottom.
   The button is not visible if there are no items added in the 'Manage Fields' menu or if two sorting options have already been added.
5. Select an Field, and then select an Order.
6. Check the items added at the very bottom, and use to change the priority if necessary.
7. Press 'Save'.

Initialize sorting options

Reverts the sorting priority to the default order of 'Executive', 'Team leader', 'Position', 'Level', 'Name'.

1. In the left menu of Admin, select 'Member' to expand the menu, then click 'Member' to go to 'Member'. On mobile, tap  to open the menu.
2. Press 'Manage' at the top right and then 'Manage Sorting Options'.
3. Press 'Edit' at the top right.
4. Press 'Reset' at the top right.
5. Press 'Save'.