Streamline your org design process by keeping all stakeholders informed and on the same page. Functionly’s collaboration tools make it easy to share, present, align, and work together in real-time, ensuring faster decisions and seamless integration of feedback. Share securely, customize views, and track changes as you build and communicate the most effective org structures without disruption.
Real-time collaboration
Engage your team in the org design process with powerful sharing options and real-time collaboration features.
Present, share, embed, and export
Share your org designs across platforms with ease, keeping everyone aligned.
Invite & share
Share different org chart scenarios to work with your team on the same org design and review changes together.
Real-time collaboration
Work with others in real time on live org charts, ensuring updates are visible instantly.
Commenting
Allow collaborators to leave comments, resolve actions and give feedback on org charts.
Change notification email
Receive automatic notifications for changes, keeping everyone up to date.
Undo & redo
Don’t worry about accidental mistakes. Easily undo changes, or go back to an old revision to get back on track.
Full edit history
Access a complete history of edits and restore previous versions of scenarios as needed.
Save and switch between different views based on specific criteria
Live views and secure link sharing
Tailor your org chart views to suit specific needs, and share them securely with internal and external stakeholders.
Customizable views
Configure, save and switch between different views based on criteria relevant to your organization.
Filter & save views
Toggle information to hide or unhide layers and properties, so that you only see - and export - exactly what’s needed.
Share live view links
Create unlimited, secure presentation links to share org charts and other views.
Password protection
Securely share org charts with unlimited people who only need view access via password-protected links.
Embed live org charts
Embed live org charts directly into platforms like Notion, Teams, Sharepoint, Confluence, and Google Sites.
Communicate and action change with exportable data
Share your org structure with key stakeholders by exporting views, charts, and role descriptions in multiple formats. Functionly’s export options empower you to communicate insights, align your team, and turn org designs into actionable plans.
Org chart exports
Export your org chart views to share with key stakeholders, aligning everyone on the current and future structure.
Customizable exports
Customize, save, and export custom views in PDF, JPG, PNG, or CSV formats ready to present, send, or share.
Functional chart exports
Export functional org views as PDFs or CSVs for reporting.
Hiring budget export
Share CSV exports of hiring forecasts and workforce plans for internal alignment.
Headcount budget and graph
Export CSV of headcount to pass on headcount planning data for easy updates to budgets.
Position table exports
Download CSV files of position data, including people, reporting lines, compensation and other configurable fields.
Position & role description exports
Export position descriptions as Word documents to align hiring and team stakeholders.
Manage user access levels with role-based controls
Delegate responsibilities and control access with manager-specific views and role-based permissions.
Invite & delegate to managers
Invite managers to design and update their respective groups or teams.
Manager view
Share filtered views specific to any manager or group in your organization.
Access control
Define access levels for collaborators and customize visible data for external sharing.
Secure scenario access
Protect all your sensitive scenario work until you're ready to share it with others.
Compensation access control
Limit visibility of compensation data to only specific authorized users.
Workspace data controls
Keep your data safe and in your workspace with controls to limit data removal or sharing between workspaces.
Multiple Workspaces and Partner Client Access
As a facilitator of change, you can manage multiple organizations to effectively support and coach clients through the org design process.
Multiple workspaces
Highlight and switch between different organizations within your account if you work across multiple organizations, businesses, or clients.
Multiple user seats
Enable streamlined collaboration across accounts, simplify access for team members, and build trust with managed org design practices.
Partner user seats
Expert partners are granted free access within client workspace accounts, streamlining facilitation, billing, and support to guide clients through workforce transformation.
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