Governance

Define your organization's structure and leadership

Overview

The Governance module helps you define and visualize your organization's structure. Create positions, assign officers, track terms, and view your organizational hierarchy in a visual org chart.

Key Features

Positions

Define the roles and positions in your organization:

Position Name - Title of the role (e.g., President, Treasurer)
Description - Optional description of responsibilities
Parent Position - Create hierarchy by selecting a reporting position
Order - Control the display order of positions at the same level

Officers

Assign members to positions with term tracking:

Assign Officer - Select a member to fill a position
Term Start/End - Define when the officer's term begins and ends
Current vs History - Toggle between active officers and past terms
End Term - Mark an officer's term as ended

View Modes

Two ways to view your organizational structure:

List View - Traditional list of positions with actions
Org Chart - Visual hierarchical tree showing reporting structure

Org Chart Features

The visual org chart includes:

Automatic Layout - Positions are automatically arranged in a tree
Drag & Drop - Manually reposition nodes if needed
Save Layout - Preserve your custom node positions
Auto Layout Button - Reset to automatic arrangement
Show/Hide Officers - Toggle officer names in chart nodes
Zoom & Pan - Navigate large org charts easily
Export - Download the org chart as an image

Export Org Chart

Share your organizational structure by exporting the org chart as an image:

PNG Format - High-quality image download
Branded Watermark - Includes your organization name
Current View - Exports what's visible on the chart
Easy Sharing - Perfect for reports, presentations, or printing

Tip: Use the "Show Officers" toggle to include or exclude officer names in your exported chart.

Collapsible Sections

Both the Positions and Officers sections can be minimized or expanded by clicking on the section header. This helps you focus on what you're working on and keeps the page organized.

Creating a Hierarchy

To create an organizational hierarchy:

Create your top-level position first (e.g., "President" with no parent)
Create subordinate positions and select the parent position
Continue building out your structure level by level
Switch to Org Chart view to visualize the hierarchy

Note: The system prevents circular references. You cannot set a position's descendant as its parent.

Tips

Set term end dates to automatically track when terms expire
Use the History tab to view past officers and their terms
Officers appear in the Members list with a crown icon
Member profiles show their officer history automatically
Export your org chart as an image for reports, presentations, or printing