Drag & Drop and Saving Views

You can freely rearrange the OrgChart layout using drag and drop, and save your preferred layout for future sessions.

✅ How do I rearrange entities?

1. In the OrgChart view, click and hold any entity node.
2. Drag it to the desired position on the canvas.
3. Release to drop it in place.

This only affects the visual layout of the chart. It does not modify your entity data or ownership structure.

❓ Will my layout be saved?

Yes. Node and arrow positions are preserved when you save a view. The next time you open the same saved view, entities will appear in the positions you set.

✅ How do I save a view?

1. Adjust the layout and filters to your preference.
2. Click Save view, or Save as new view to create a named version.
3. Your layout will be stored and reloaded each time you access that view.