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Add Seats & Roles to The Accountability Chart

Adding a new seat and associated roles to The Accountability Chart is a straightforward process. Follow the below steps to build out your Accountability Chart.

  1. Open the Accountability Chart you would like to add seats to.
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  2. Identify who the new seat will be reporting to. Hover over that tile and click the plus button (+) that appears at the bottom of the tile
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  3. Enter the Seat Name, Seat Holder, and Roles. Once completed, click “Add Seat.”
    ​NOTE: The only required field is the Seat Name
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    ​​Important Note on Seat Ordering

    Please keep the following in mind when organizing your chart:

    • Fixed Left-to-Right Ordering: New seats added under a leader will always populate to the right of existing seats.

    • Manual Reordering: Currently, the Accountability Chart does not support custom horizontal reordering (dragging a seat to the left or right of a peer). The system will not save seats in a custom sequence if you attempt to rearrange them manually.

    • Best Practice: If the specific horizontal order of your seats is important, plan to add the seats in the order you want them to appear from left to right.
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