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Your org chart is the foundation of Windmill. It determines who can see what information and ensures managers have access to their direct reports’ data.

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How org chart data flows

If you have an HRIS connected Your org chart automatically pulls from your connected HR system. Windmill syncs employee names, emails, and reporting structures directly from your HRIS. Any updates you make in your HRIS will reflect in Windmill within 24 hours. If you don’t have an HRIS You’ll need to build your org chart manually in Windmill. Our team can assist with this initial setup. Reach out via your shared Slack channel or email support@gowindmill.com.
Your org chart must be up to date for Windmill to work properly. Only a team member’s manager (and higher-level managers) will have access to their data in Windmill.

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Viewing your team

As an Admin, navigate to Settings > Org Chart to see all employees in your system. This list is pulled from your connected integrations (Google, Slack, HRIS). Only team members with assigned managers are included in Windmill’s reports and insights.

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Inviting team members to the dashboard

Dashboard access is only needed for people who will view reports or configure settings. Most team members can interact with Windy in Slack without dashboard access. Who needs dashboard access:
  • Managers who need to view team reports
  • HR team members and executives
  • Anyone configuring routines or settings
To invite team members, go to Settings > Org Chart, select the people you want to invite, and click Invite to Windmill. Choose their access level (Admin or Team Member) before sending invitations. For detailed instructions on inviting team members and managing access levels, see Inviting Team Members.

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Managing your org chart

You can edit employee information, update managers, and make bulk changes to your org chart in Settings > Org Chart. Changes take effect immediately.
If you have an HRIS connected, don’t edit your org chart manually in Windmill. Make changes in your HRIS instead—they’ll sync automatically and won’t be overwritten.
For complete org chart management instructions, see Managing Your Org Chart.

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Next steps

Once your org chart is set up and key team members are invited, you’re ready to put Windmill to work by activating your first features.