Self Service Onboarding

Uploading Your Org Chart

To upload your org chart, you should upload a .csv with the following columns, in order:

1. First name

2. Last name

3. Work email

4. Title

5. User role type

6. Manager email

7. Start date

8. Org

9. Teams (comma separated)

👉 Download a template here 👈

TIP: Use AI to generate the .csv file for you! You can use a tool like ChatGPT to turn an org chart from your HRIS system. Just copy and paste the directions above, upload your existing org chart, and request the AI to give you a .csv with the requested columns

Why it matters

This org chart is very important to Coworker. It determines org chart, report customization, and team composition.

User role types

role	Definition	When to use
Admin	Member + full administrative access to your network	For key owners that manage connectors, configurations and teams
Member	Login access to Coworker. Generated reports and able to receive comms/reports	Recommended: Most common access for most users
Passive	No login access to your Coworker network. Generated reports and not able to receive comms	For users that you want to restrict access to Coworker but their activity is meaningful for Members and Admins
NonMember	No login access to your Coworker network. No generated reports. Not able to receive comms	Uncommon: Simply to identify who these users are and their activity is not meaningful or they have been offboarded