Growing teams need more than good intentions - they need clear structure. Waybook’s Org Chart gives you a powerful, visual overview of your team’s setup, making it easy to define roles, responsibilities, and reporting lines.
With two flexible views - Role Chart and Member Chart - you can design the team you want and manage the team you have, all in one place.
Two Smart Views to Understand Your Team
Waybook’s Org Chart includes two flexible views to help you plan, organize, and scale your team structure:
Role Chart
Get a top-down view of your organization by role. Whether you're hiring, restructuring, or refining responsibilities, the Role Chart helps you build with intention - even before team members are in place.
What you can do:
Design a future-ready team structure, before hiring
Clarify how roles connect and reporting lines flow
Identify key documentation relevant to roles
You'll still need to set permissions at a Group or Member level
Planning to expand your support team? Use the Role Chart to define roles like Head of Support, Support Manager, and Support Agent - with responsibilities and documentation in place before recruitment begins.
Member Chart
The Member Chart maps out who’s in each role and who reports to whom. It’s your real-time, interactive org chart - always up to date and easy to navigate.
What you can do:
Instantly see your team’s reporting structure
Identify gaps, overlaps, or unassigned roles
Access role context and contact details at a glance
Need to know who reports to your Sales Manager - and how to reach them? The Member Chart gives you instant clarity, no digging required.
Who Can View the Role & Member Charts?
Control visibility to support the way your team works best.
Whether you're sharing your structure broadly or keeping it focused within leadership, you can decide who sees your Org Chart by heading to Settings > Options.
Choose to give access to:
Admins & Managers only – Ideal for planning and structuring before rollout
Everyone – Great for promoting clarity, alignment, and ownership across the team
As your team evolves, you can adjust visibility to match your stage of growth, keeping everyone as informed as they need to be.
Org Chart editing is limited to Admins and Managers, so your team structure stays accurate and secure.
Why Use Org Chart in Waybook?
Waybook’s Org Chart helps operations leaders and managers:
Create clarity: Everyone understands their place and purpose
Scale confidently: Plan roles before you hire or restructure
Drive accountability: Assign documentation to the right roles
Save time: Reduce confusion and speed up onboarding
How to Set Up Your Org Chart
Setting up your Org Chart is fast, intuitive, and designed to grow with you.
Go to Organization and open the Org Chart tab.
Switch between views - Role Chart or Member Chart - depending on what you need.
Create Roles & Assign Managers
In the Role Chart, click + to add a new role
Name the role and outline key responsibilities
Define its place in the hierarchy by setting a parent role
Add relevant tags for clarity and organization
Assign Members to Roles
In the Member Chart, click + to add a new team member
Choose who they report to
Add their job title and contact information
Update as your team evolves
Easily move roles or reassign members as your structure changes
Need a hand setting up your Org Chart? Contact our support team or reach out to your account manager.