Help Center

Complete User Guide

This guide walks you through every major area of Peerdom, from creating your first map to advanced administration. Each section gives you context and links to detailed documentation where you can go deeper.

New to Peerdom? Start with What is Peerdom? for an overview of core concepts, then follow the sections below in order.

Getting started

Peerdom is a visual change management platform that turns static org charts into dynamic, interactive maps. Before you build anything, it helps to understand the core concepts and what makes Peerdom different from a traditional org chart.

The best way to get started is to learn what Peerdom is and who uses it, then create your first map in about 30 minutes. Once your map exists, invite your team and bring colleagues on board with the right access levels. From there you can explore the structure together in real time.

Understanding the map

The map is the heart of Peerdom. It shows your entire organization as a zoomable, interactive visualization where every node (circles, roles, and people) is always visible. You can navigate the map by panning, zooming, searching, and using the Inspector panel to drill into any node.

Your map has three viewing modes. The default circle view shows nested groups arranged spatially with configurable layout options. The list view presents your structure as a searchable, flat table. The tree view displays a traditional hierarchical diagram. Each view shows the same data from a different angle.

The two building blocks of every map are circles and roles. Circles are containers that represent teams, departments, or domains. Roles define work: a set of responsibilities that exists independently of who holds it. You can assign people to roles, nest circles within other circles, and build any structure that fits your organization.

Use the tree view when presenting to stakeholders who are used to traditional org charts, then switch to the circle view for day-to-day work.

Customizing your map

Peerdom adapts to how your organization works, not the other way around. You can overlay additional information with map layers to toggle visibility of people, projects, goals, and network connections. Define custom fields to add text, list, and relationship properties to roles and circles. Document connections between nodes with relationships for deputies, mentors, career paths, and dependencies.

If Peerdom’s default terminology does not match your vocabulary, use custom terms to rename circles, roles, and peers throughout the interface. You can share and embed your map publicly, send private links, or embed it on other sites. And when you need to reorganize, drag and drop lets you move, copy, and rearrange your structure directly on the map.

Using apps

Apps extend your map with additional capabilities. The Map app is always available. On Peerdom+, Journal, Network, and Missions are included in the base subscription. All other apps are add-ons with a 15-day free trial.

Tracking and history

  • Journal: an automatic activity log of every change in your organization
  • Insights: data-driven patterns like role turnover, group scatter, and role hoarding

People and culture

  • Missions: personal mission statements for each peer
  • Feedback: role-to-role feedback for accountability and development
  • Directory: a searchable people directory with profiles and contact details
  • Contribution: track how peers contribute across the organization

Governance

  • Elections: manage term-based roles with expiration tracking and reminders
  • Pages: document decisions, policies, and working agreements
  • Drafts: prepare structural changes before publishing them

Planning and execution

  • Goals: set objectives and track progress on circles and roles
  • Projects: manage project assignments and progress across the map

Connections

  • Network: visualize connections to other organizations on your map

Every add-on app includes a 15-day free trial. Activate trials from the App Store and explore the full app before committing. See pricing for details.

Administration

Owners manage the organizational settings, billing, permissions, and people. If you are an Owner, these areas cover everything you need.

Integrations

Peerdom connects to your identity providers, chat tools, automation platforms, and external APIs. The integrations overview covers available connections and best practices.