How to Add a Seat to the Accountability Chart in EOS One
Add seats to your Accountability Chart to define reporting structure, ownership, and responsibilities within your organization.
Add a Seat
Open the Accountability Chart draft you would like to edit.
Locate the seat that the new seat will report to.
Click the parent seat to select it.
Click Add Seat beneath the selected seat.
Alternatively, click the three-dot menu (⋮) on the seat and select Add Seat Below.
Enter the seat information:
Seat Name
Seat Owner (optional)
Roles (optional)
Click Add Seat.
The new seat will be added beneath the selected reporting seat.
Seat Information
Seat Name
The Seat Name identifies the role or function within the organization.
Examples include:
Integrator
Head of Sales
Operations Manager
Marketing Coordinator
Note: Seat Name is the only required field when creating a seat.
People and Seat Ownership
A seat can include one or more people, or it can be left unassigned. One person in the seat is designated as the Seat Owner.
To add or manage people in a seat:
Click the three-dot menu (⋮) on the seat.
Select Edit Seat.
Under People in this seat, select the people you want to assign to the seat.
If more than one person is assigned, select the Seat Owner.
Click Save changes.
When only one person is assigned to a seat, that person is automatically the Seat Owner. There is no option to select a different owner.
When more than one person is assigned, each person appears under Seat owner. Select the person who should own the seat.
You can also remove people from the seat:
Removing a person who is not the Seat Owner removes that person from the seat.
Removing the Seat Owner makes the first remaining person the new Seat Owner.
Removing the last person leaves the seat unassigned with no Seat Owner.
Roles
Roles define the primary responsibilities associated with the seat.
Clearly defined roles help ensure accountability and clarity throughout the organization. 5 Roles are recommended.
Edit or Remove a Seat
To modify an existing seat:
Click the three-dot menu (⋮) on the seat.
Select:
Edit Seat to update seat information.
Remove Seat to delete the seat.
Add Seat Below to create a direct report beneath the seat.
Q&A
What information is required when creating a seat?
Only the Seat Name is required. Seat Owners and Roles can be added later.
Can a seat include more than one person?
Yes. A seat can include multiple people. One person is designated as the Seat Owner, and the other assigned people are members of the seat.
Can I update a seat after it has been created?
Yes. Select Edit Seat from the seat's three-dot menu to update the Seat Name, Seat Owner, or Roles.
Can I reorganize seats after they have been created?
Yes. Seats can be moved and reorganized within the Accountability Chart draft as your organizational structure evolves.
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