Help Center

Tips & Tricks

These tips cover shortcuts, hidden features, and practical techniques that experienced Peerdom users rely on. Each one is a small thing that makes a noticeable difference in how you work with your map.

Most of these tips work best in the circle view, which is the default map visualization. Switch views using the toolbar at the top of your map.

Keyboard shortcuts

Undo with Cmd/Ctrl+Z. Most operations (moving a node, editing a field, deleting a role) can be reversed immediately. If you drag something to the wrong circle or delete by mistake, undo brings it back.

Drag and drop

Hold Cmd/Ctrl while dropping to copy instead of move. When you drag a role or circle and release it while holding the modifier key, Peerdom creates an independent copy at the destination. The original stays in place. This is faster than using the right-click menu for quick duplications. See moving and organizing nodes for the full details.

Right-click any node for a context menu. Every circle and role on the map responds to a right-click. The context menu gives you options to move, copy, delete, or create new items inside that node without navigating away from your current view.

Layers

Use layers to focus on what matters right now. Layers let you toggle different types of information on and off. The key is knowing when to use each one:

  • Enable the Goals layer during planning sessions. Goals appear as indicators on circles, so you can see progress across the organization while discussing priorities.
  • Turn off the Peers layer to focus on structure. Removing people avatars from the map lets you concentrate on how circles and roles are organized, without the visual noise of individual assignments.
  • Combine Projects and Peers to see who is working on what across the entire map.

Focus areas

Use focus areas when assigning multiple people to one role. When a role has more than one holder, add a focus for each person to clarify their specific scope, for example “EMEA region” or “Enterprise accounts”. This prevents confusion about who handles what. Learn more in the roles documentation.

Relationships and custom fields

Create relationship fields to document deputies and career paths. Relationships capture connections that go beyond the map hierarchy. Set up a “Deputy” relationship to show who covers for each role holder, or a “Career aspiration” relationship to document which roles a peer is working toward.

Use custom fields for external links. Add a custom field with a URL to link roles or circles to external resources: Notion pages, LinkedIn profiles, internal wikis, or project boards. This turns your map into a central hub that connects to the tools your team already uses.

Custom fields and relationship fields are available on Peerdom+. Each field you create applies across your entire organization, so plan your field structure before adding too many.

Sharing

Share your map with a private link for board members without accounts. If you need to give someone access to your map but do not want to create an account for them, generate a private link in organization settings under Sharing. They can view the map in read-only mode without logging in. You can revoke the link at any time.

Use anonymization when sharing publicly. If you want to show your organizational structure externally (on your website or in a presentation) enable anonymization to protect privacy. Names become initials and avatars are blurred, while the full structure stays visible.

Embed your map on SharePoint or Confluence. Peerdom provides an iframe embed code that works on SharePoint, Confluence, WordPress, Webflow, and any platform that supports iframes. This gives your entire company access to the org map on the intranet without needing Peerdom accounts. See sharing and embedding for setup instructions.

History and archiving

Use the Journal’s date navigation to review historical changes. The Journal records every change in your organization. Use the date filter to jump to a specific period and see what changed: who was assigned, what roles were created, which circles were reorganized. This is useful during retrospectives or when onboarding someone who needs context on past decisions.

Archive old goals instead of deleting them. When a planning cycle ends, archive completed or outdated goals rather than deleting them. Archived goals remain accessible for reference but no longer clutter the active view. This preserves your organization’s history while keeping the current map clean.

Combine the Journal with Insights to spot trends over time. The Journal shows what changed, while Insights reveals patterns like role turnover and group scatter.

Automation

Set up Zapier to notify Slack when new peers join. Connect Peerdom to Zapier and create a trigger for new peer events. Route notifications to your Slack channel so the team knows immediately when someone new is added to the organization. You can extend this pattern to any of the hundreds of apps Zapier supports. For more advanced automation, explore the API and webhooks integration.