Help Center

Editor Quick Reference

As an Editor, you shape your organization’s map. You can create and modify circles, roles, and people, everything needed to keep your structure current.

Set up your profile

  1. Click your profile picture in the top right corner
  2. Select My profile
  3. Click Edit
  4. Upload a photo and fill in your details
  5. Save

If your organization uses SSO, some fields may be synced from your identity provider and appear greyed out.

Click the Map icon in the left navigation bar. You see:

  • Circles: containers grouping related roles
  • Roles: sets of responsibilities
  • People: avatars showing who holds each role

Click any item to open the Inspector panel on the right side, showing its details, purpose, and current holders. You can switch between tree view, circle view, and list view for different perspectives. Use layers to filter what is visible on the map.

A role selected on the map with the Inspector panel open, showing the node's details and properties.

Learn more about all the ways to explore your organization in the Navigating the Map guide.

Edit existing items

  1. Click a circle or role on the map
  2. Click Edit in the Inspector panel
  3. Update details, properties, or descriptions (including custom fields)
  4. Save

Create new items

From the toolbar:

  1. Click + Add in the top navigation
  2. Select New Role, New Group, or New Peer
  3. Fill in the details and save

From the map:

  1. Right-click on the map
  2. Select what you want to add
  3. The item appears at that location

Assign people to roles

  1. Select a role
  2. Click Assign in the Inspector
  3. Search for and select a person
  4. Save

When assigning multiple people to one role, add a Focus for each to clarify their specific area.

Move and organize

  • Right-click > Move to… to relocate items between circles
  • Drag and drop directly on the map
  • Right-click > Copy to… for independent or mirrored copies

What Editors can do

Visual cues

  • Striped role: no one assigned
  • Dashed circle: empty (no contents)
  • Larger avatar: representative or leader of a circle