[{"data":1,"prerenderedAt":1636},["ShallowReactive",2],{"docs:guide:accountability-chart":3,"docs:nav":1452,"seo-settings":1617},{"value":4},{"slug":5,"path":6,"title":7,"introduction":8,"body":19,"sections":1433,"seo":1447,"publishedAt":1450,"updatedAt":1451},"accountability-chart","/docs/guides/accountability-chart","Accountability Chart Guide",{"type":9,"children":10},"root",[11],{"type":12,"tag":13,"props":14,"children":15},"element","p",{},[16],{"type":17,"value":18},"text","The Accountability Chart is a visual tool that defines your organization’s structure, roles, and responsibilities. Use the Accountability Chart to clearly assign responsibilities, identify gaps, and ensure the right people are in the right seats to drive your business forward.",{"type":20,"value":21,"toc":1414},"minimark",[22,26,34,47,52,58,109,119,133,143,153,161,168,172,178,183,197,206,236,245,248,256,260,267,276,280,283,295,304,338,347,350,359,363,374,383,393,409,413,416,448,457,461,464,473,477,482,486,489,525,529,534,537,542,546,554,558,561,581,590,596,606,613,623,627,634,642,645,650,656,694,697,707,711,772,780,785,792,797,805,826,835,839,842,863,866,870,892,895,897,901,904,915,917,921,924,936,945,948,951,972,981,985,988,992,1002,1016,1024,1027,1036,1040,1063,1072,1076,1083,1092,1099,1118,1127,1133,1158,1166,1184,1193,1197,1200,1212,1221,1225,1228,1238,1242,1252,1260,1263,1315,1324,1332,1340,1348,1357,1361,1368,1388,1396,1406],[23,24],"youtube",{"id":25},"TaqSo8K17bw",[13,27,28,29,33],{},"You can access the ",[30,31,32],"strong",{},"Accountability Chart"," from the sidebar and you can choose to view either the Primary Chart or Drafts tab from the top.",[35,36],"docs-image",{"asset":37},{"id":38,"publicId":39,"version":40,"format":41,"resourceType":42,"width":43,"height":44,"alt":45,"name":46},"8e1ddcb4bd9dfa67f8d2021e07ee2714","docs/ac-primary-chart-2026",1794299266,"png","image",2000,1407,"Accountability Chart Primary chart tab with an Owner's box, Visionary, Integrator and five seats below, and the toolbar with Organize at the top","Accountability chart primary chart",[48,49,51],"h2",{"id":50},"add-seat","Add seat",[13,53,54,55],{},"Adding a Seat in the Accountability Chart for the ",[30,56,57],{},"first time.",[59,60,61,69,76,83,89,96,103],"ol",{},[62,63,64,65,68],"li",{},"Click the ",[30,66,67],{},"Add Seat"," button; a pop-up window will appear.",[62,70,71,72,75],{},"Enter the ",[30,73,74],{},"Function Name",".",[62,77,78,79,82],{},"Under ",[30,80,81],{},"Roles and Responsibilities",", add the name and description of the role’s responsibilities.",[62,84,64,85,88],{},[30,86,87],{},"+ Add"," button to add more roles and responsibilities.",[62,90,91,92,95],{},"Use the ",[30,93,94],{},"three-dot"," icon next to each role or responsibility to delete.",[62,97,98,99,102],{},"Select the ",[30,100,101],{},"Seat Holder"," dropdown to assign an owner to the seat.",[62,104,64,105,108],{},[30,106,107],{},"Save and Exit"," button to save the seat.",[35,110],{"asset":111},{"id":112,"publicId":113,"version":114,"format":41,"resourceType":42,"width":115,"height":116,"alt":117,"name":118},"b9b3ab4526fcfa4aa7ff0226e2278b58","docs/a_01KBzjwnFBWNfN9ZTZ46c1ZgY5/Screenshot-2025-12-08-at-6-16-43-PM",1791492513,3094,1960,"Add seat dialog on the Accountability Chart with Function name, roles and responsibilities, Reporting to, Seat holder and Save and exit","Screenshot 2025 12 08 At 6.16.43  P M",[13,120,121,122,124,125,128,129,132],{},"If you want to assign a seat to someone who is not a user in Success.co, select the ",[30,123,101],{}," dropdown, enter a name in the ",[30,126,127],{},"Add placeholder"," box at the bottom of the dropdown, and click the ",[30,130,131],{},"+"," sign next to it to save the holder name.",[35,134],{"asset":135},{"id":136,"publicId":137,"version":138,"format":41,"resourceType":42,"width":139,"height":140,"alt":141,"name":142},"b245a74f1795a3aabf3c2f4a5df90917","docs/a_01KWYk99wP55VqGD6ZreEF573m/AC-Add-placeholder",1791492630,1917,907,"Add seat dialog with the Seat holder dropdown open and the Add placeholder field highlighted at the bottom of the list","A C Add Placeholder",[13,144,145,146,149,150,75],{},"If you want to add a new user and assign them a seat, select the ",[30,147,148],{},"Add new holder"," button and a pop-up window will appear. This is the same method as if you add a new user from People section, and this new user will be added into the People section. If the new user is assigned a permission level of Owner, Admin, Manager or Team Member this will be a ",[30,151,152],{},"paid seat",[35,154],{"asset":155},{"id":156,"publicId":157,"version":158,"format":41,"resourceType":42,"width":139,"height":140,"alt":159,"name":160},"82b20261a7c4674796a3a730b8ac6a8e","docs/a_01kWYkYXB39n9W8g1zsskbk4w0/AC-Add-new-holder",1791492631,"Add seat dialog with the Seat holder dropdown open and the Add new holder button highlighted","A C Add New Holder",[35,162],{"asset":163},{"id":164,"publicId":165,"version":158,"format":41,"resourceType":42,"width":139,"height":140,"alt":166,"name":167},"d8c642f79d06e8ee3ff8a5f0dd354492","docs/a_01KwYm3KVRwP6E7qPns1Z0j9k7/AC-Add-new-holder-add-people","Add people dialog with first name, last name, email, job title, team, permission, color and Send invite toggle, and an Add user button","A C Add New Holder Add People",[48,169,171],{"id":170},"owners-box","Owner's box",[13,173,174,175,177],{},"The ",[30,176,171],{}," sits at the top of your Accountability Chart, above the Visionary. Use it to show the company's owners and what they're responsible for, such as approving the annual budget or making capital decisions.",[179,180,182],"h4",{"id":181},"add-an-owners-box","Add an owner's box",[59,184,185,191],{},[62,186,64,187,190],{},[30,188,189],{},"three-dot icon"," in the toolbar at the top of the chart.",[62,192,193,194,75],{},"Select ",[30,195,196],{},"+ Add owner's box",[35,198],{"asset":199},{"id":200,"publicId":201,"version":202,"format":41,"resourceType":42,"width":43,"height":203,"alt":204,"name":205},"10000e38d5b92e4b94dca7cc82c7d93a","docs/ac-owners-box-menu",1794296166,1413,"Accountability Chart with the three-dot menu open in the toolbar, showing Add owner's box highlighted and Add seat","Accountability chart add owner's box menu",[59,207,209,219,225,231],{"start":208},3,[62,210,211,212,215,216,218],{},"In the ",[30,213,214],{},"Add owner's box"," window, under ",[30,217,81],{},", enter the name and description of each responsibility.",[62,220,221,222,224],{},"Click ",[30,223,87],{}," to add more roles and responsibilities.",[62,226,98,227,230],{},[30,228,229],{},"Owners"," dropdown and choose the owners. You can choose more than one.",[62,232,221,233,75],{},[30,234,235],{},"Save and exit",[35,237],{"asset":238},{"id":239,"publicId":240,"version":241,"format":41,"resourceType":42,"width":43,"height":242,"alt":243,"name":244},"ea4927e2ea6c966c7add9f0bef854d15","docs/ac-owners-box-popup",1794296168,1416,"Add owner's box window with Roles and Responsibilities, a Role and description field, the Add button, the Owners dropdown and Save and exit","Accountability chart add owner's box window",[13,246,247],{},"The Owner's box now appears at the top of the chart, with its roles and responsibilities on the left and its owners on the right.",[35,249],{"asset":250},{"id":251,"publicId":252,"version":253,"format":41,"resourceType":42,"width":43,"height":44,"alt":254,"name":255},"9455b4d95cf64de1c0414c6d16509442","docs/ac-owners-box-added-v2",1794296571,"Accountability Chart with an Owner's box above the Visionary seat, listing its roles and responsibilities and its owner","Accountability chart owner's box added",[179,257,259],{"id":258},"show-or-hide-the-owners-box","Show or hide the owner's box",[13,261,262,263,266],{},"Once you've added an Owner's box, a ",[30,264,265],{},"person icon"," appears in the toolbar. Click it to hide the Owner's box from the chart, and click it again to show it.",[35,268],{"asset":269},{"id":270,"publicId":271,"version":272,"format":41,"resourceType":42,"width":43,"height":273,"alt":274,"name":275},"c6141c27be7ef49108cb5e9f185da551","docs/ac-owners-box-toggle-v2",1794296573,1410,"Accountability Chart toolbar with an arrow pointing to the person icon that shows or hides the Owner's box","Accountability chart owner's box toggle",[48,277,279],{"id":278},"add-an-assistant","Add an assistant",[13,281,282],{},"You can add an assistant to a seat, such as an Executive Assistant to the Visionary. The assistant's seat sits beside the seat it supports, rather than below it.",[59,284,285,290],{},[62,286,287,288,75],{},"Hover over the seat and click its ",[30,289,189],{},[62,291,193,292,75],{},[30,293,294],{},"Add assistant",[35,296],{"asset":297},{"id":298,"publicId":299,"version":300,"format":41,"resourceType":42,"width":43,"height":301,"alt":302,"name":303},"20d22ba0648861c359164a2cbf49ba9e","docs/ac-add-assistant-menu",1794305531,1382,"Three-dot menu open on the Visionary seat, showing Add issue, Add to-do, Copy seat info, Add assistant and Clone seat, with Add assistant highlighted","Accountability chart add assistant menu",[59,305,306,320,328,334],{"start":208},[62,307,211,308,310,311,314,315,319],{},[30,309,51],{}," window, enter the ",[30,312,313],{},"Function name"," (for example, ",[316,317,318],"em",{},"Executive Assistant",").",[62,321,78,322,324,325,327],{},[30,323,81],{},", add the assistant's responsibilities. Click ",[30,326,87],{}," to add more.",[62,329,98,330,333],{},[30,331,332],{},"Seat holder"," dropdown and choose who holds the seat.",[62,335,221,336,75],{},[30,337,235],{},[35,339],{"asset":340},{"id":341,"publicId":342,"version":343,"format":41,"resourceType":42,"width":43,"height":344,"alt":345,"name":346},"e6d523b466d2a948a158823f41e6cc5e","docs/ac-add-assistant-window",1794305533,1423,"Add seat window opened from Add assistant, with Function name, Roles and responsibilities, the Seat holder dropdown and Save and exit","Accountability chart add assistant window",[13,348,349],{},"The assistant's seat now appears beside the seat it supports.",[35,351],{"asset":352},{"id":353,"publicId":354,"version":355,"format":41,"resourceType":42,"width":43,"height":356,"alt":357,"name":358},"e37fbf2152eebc9b37f32e0e8ebb6aa9","docs/ac-assistant-added",1794305535,1421,"Accountability Chart with an Executive Assistant seat, held by Sarah Johnson, shown beside the Visionary seat and highlighted","Accountability chart assistant added",[48,360,362],{"id":361},"delete-a-seat","Delete a seat",[59,364,365,369],{},[62,366,287,367,75],{},[30,368,189],{},[62,370,193,371,75],{},[30,372,373],{},"Delete seat",[35,375],{"asset":376},{"id":377,"publicId":378,"version":379,"format":41,"resourceType":42,"width":43,"height":380,"alt":381,"name":382},"74ccc2467dd3dc937ed31d3fb62667a0","docs/ac-delete-seat",1794307018,1381,"Three-dot menu open on the Marketing seat, with an arrow pointing to it and Delete seat highlighted at the bottom of the menu","Accountability chart delete seat",[13,384,385,386,388,389,392],{},"You can delete an ",[30,387,171],{}," or an ",[30,390,391],{},"assistant's seat"," the same way, from its three-dot icon.",[394,395,396],"blockquote",{},[13,397,398,401,402,405,406,408],{},[30,399,400],{},"Note:"," Every seat can be deleted except the ",[30,403,404],{},"Visionary"," seat, because deleting it would delete the entire chart. That's why ",[30,407,373],{}," doesn't appear in the Visionary seat's menu.",[48,410,412],{"id":411},"seat-details","Seat Details",[13,414,415],{},"Each seat in the Accountability Chart represents a function or role within your organization, along with its assigned owner and responsibilities. Each box shows:",[417,418,419,436,442],"ul",{},[62,420,174,421,424,425,428,429,428,432,435],{},[30,422,423],{},"function name"," (e.g., ",[316,426,427],{},"Integrator",", ",[316,430,431],{},"Finance",[316,433,434],{},"Operations",")",[62,437,174,438,441],{},[30,439,440],{},"seat holder’s name"," and initials or profile image",[62,443,444,445],{},"A list of ",[30,446,447],{},"roles and responsibilities",[35,449],{"asset":450},{"id":451,"publicId":452,"version":453,"format":41,"resourceType":42,"width":43,"height":454,"alt":455,"name":456},"71b14fe7791a344399b35fdeed78185d","docs/ac-seat-details-2026",1794299267,1406,"Close-up of the Visionary seat showing the function name, the seat holder's name and photo, and the roles and responsibilities","Accountability chart seat details",[48,458,460],{"id":459},"edit-seat","Edit Seat",[13,462,463],{},"Hover over a seat and select the Pen icon.",[35,465],{"asset":466},{"id":467,"publicId":468,"version":469,"format":41,"resourceType":42,"width":43,"height":470,"alt":471,"name":472},"d93f03d50a959fc7b511828814a6496c","docs/ac-edit-seat-pen-2026",1794299269,1411,"Accountability Chart with an arrow pointing to the pen icon at the top right of the Visionary seat","Accountability chart edit seat pen icon",[179,474,476],{"id":475},"edit-a-seat","Edit a Seat",[13,478,174,479,481],{},[30,480,460],{}," window allows you to update the structure, responsibilities, and ownership of a seat on the Accountability Chart.",[483,484,81],"h5",{"id":485},"roles-and-responsibilities",[13,487,488],{},"Use this section to define what the seat is accountable for.",[417,490,491,500,509,515],{},[62,492,493,496,497,499],{},[30,494,495],{},"Add a role or responsibility:"," Click ",[30,498,87],{}," and enter the responsibility.",[62,501,502,496,505,508],{},[30,503,504],{},"Add a description:",[30,506,507],{},"Add description..."," below a responsibility to include additional details.",[62,510,511,514],{},[30,512,513],{},"Reorder responsibilities:"," Use the drag handle beside a responsibility to move it up or down the list.",[62,516,517,520,521,524],{},[30,518,519],{},"More options:"," Click the ",[30,522,523],{},"three-dot menu"," beside a responsibility for additional actions.",[483,526,528],{"id":527},"reporting-to","Reporting To",[13,530,91,531,533],{},[30,532,528],{}," dropdown to select which seat this role reports to on the Accountability Chart. Changing this will also update the seat's position within the chart hierarchy.",[483,535,101],{"id":536},"seat-holder",[13,538,174,539,541],{},[30,540,101],{}," section shows the person currently assigned to the seat.",[483,543,545],{"id":544},"attachments","Attachments",[13,547,221,548,550,551,553],{},[30,549,87],{}," under ",[30,552,545],{}," to add supporting files or resources related to the seat.",[483,555,557],{"id":556},"measurables","Measurables",[13,559,560],{},"You can assign Scorecard measurables to a seat, so it's clear which numbers that seat is responsible for.",[59,562,563,569,575],{},[62,564,64,565,568],{},[30,566,567],{},"pen icon"," at the top of the seat.",[62,570,571,572,574],{},"Scroll down to the ",[30,573,557],{}," section.",[62,576,221,577,580],{},[30,578,579],{},"+ Add measurable"," and select the measurable you'd like to assign.",[35,582],{"asset":583},{"id":584,"publicId":585,"version":586,"format":41,"resourceType":42,"width":43,"height":587,"alt":588,"name":589},"6f3f59571bbb8e955e85061f03b156c5","docs/ac-measurables-add",1794300492,1656,"Edit seat window for the Operations seat with the Measurables section and its Add measurable button highlighted","Accountability chart add measurable",[13,591,592,593,595],{},"The measurable now appears under ",[30,594,557],{}," for that seat.",[35,597],{"asset":598},{"id":599,"publicId":600,"version":601,"format":41,"resourceType":42,"width":602,"height":603,"alt":604,"name":605},"07efeabe911c462d0acba78528b625de","docs/ac-measurables-added",1794300494,1688,1822,"Edit seat window with the measurable # of booked meetings listed under Measurables, showing a W badge, a goal of 4 and an open icon","Accountability chart measurable added",[13,607,608,609,612],{},"On the chart, a ",[30,610,611],{},"Measurables icon"," appears at the bottom of the seat, showing how many measurables are assigned to it.",[35,614],{"asset":615},{"id":616,"publicId":617,"version":618,"format":41,"resourceType":42,"width":619,"height":620,"alt":621,"name":622},"e2ddc16e6fdf00c7cfab2d7d5ad073b3","docs/ac-measurables-seat-icon",1794300495,1020,838,"Operations seat on the Accountability Chart with a Measurables icon and the number 1 at the bottom of the seat","Accountability chart measurables icon on seat",[483,624,626],{"id":625},"save-your-changes","Save Your Changes",[13,628,629,630,633],{},"Once you've finished making changes, click ",[30,631,632],{},"Finished",". Your updates will be reflected on the Accountability Chart.",[35,635],{"asset":636},{"id":637,"publicId":638,"version":639,"format":41,"resourceType":42,"width":43,"height":273,"alt":640,"name":641},"87b68d00577ffff7dc7e2366be70d3e2","docs/ac-edit-seat-window-2026",1794299273,"Edit seat window for the Sales/Marketing seat with Roles and responsibilities, Attachments, Measurables, Reporting to, Seat holder and the Finished button","Accountability chart edit seat window",[179,643,101],{"id":644},"seat-holder-1",[13,646,174,647,649],{},[30,648,101],{}," section allows you to assign and manage the person responsible for the seat.",[13,651,64,652,655],{},[30,653,654],{},"Seat Holder dropdown"," to view the available options:",[417,657,658,664,670,676,685],{},[62,659,660,663],{},[30,661,662],{},"Select a user:"," Choose an existing user from the list to assign them to the seat.",[62,665,666,669],{},[30,667,668],{},"Seat count:"," The number displayed beside each user's name shows how many seats they currently hold on the Accountability Chart.",[62,671,672,675],{},[30,673,674],{},"Add placeholder:"," Enter a placeholder name if you want to assign the seat temporarily without selecting an existing user.",[62,677,678,681,682,684],{},[30,679,680],{},"Add new holder:"," Select ",[30,683,148],{}," to add a new person who is not yet available in the list.",[62,686,687,520,690,693],{},[30,688,689],{},"Remove a seat holder:",[30,691,692],{},"X"," beside the current holder's name to remove them from the seat.",[13,695,696],{},"You can assign more than one seat holder to a seat if needed.",[35,698],{"asset":699},{"id":700,"publicId":701,"version":702,"format":41,"resourceType":42,"width":703,"height":704,"alt":705,"name":706},"311f2e40c1ed5b4e4458c3c22f4c912e","docs/a_01KzrMwHd5aBFT4d1R0fm1V2D7/Screenshot-2026-08-11-at-3-46-06-PM",1791492636,3760,2046,"Edit seat dialog with the Seat holder dropdown open listing users, an Add placeholder field and an Add new holder button","Screenshot 2026 08 11 At 3.46.06  P M",[48,708,710],{"id":709},"seat-actions-and-icons","Seat Actions and Icons",[417,712,713,721,732,745,754,762],{},[62,714,715,717,718,720],{},[30,716,460],{}," – Click the ",[30,719,567],{}," in the top-right corner of the seat to edit its details.",[62,722,723,726,727,731],{},[30,724,725],{},"More Options Menu (three-dot icon)"," – Add issue, add to-do, copy seat info, add an assistant (see ",[728,729,279],"a",{"href":730},"#add-an-assistant","), clone seat or delete seat.",[62,733,734,717,737,740,741,319],{},[30,735,736],{},"Change Reporting To (four-arrow icon)",[30,738,739],{},"four-arrow icon"," in the bottom-right corner of the seat to change which seat it reports to (see ",[728,742,744],{"href":743},"#change-reporting-to-from-the-chart","Change Reporting To from the chart",[62,746,747,717,750,753],{},[30,748,749],{},"Add a Reporting Seat",[30,751,752],{},"plus icon"," in the bottom-left corner of a seat to add a new seat reporting to that role.",[62,755,756,758,759,319],{},[30,757,611],{}," – Shows how many Scorecard measurables are assigned to the seat (see ",[728,760,557],{"href":761},"#measurables",[62,763,764,767,768,771],{},[30,765,766],{},"Number Badge (white square)"," – Shows the total number of seats reporting to that role (e.g., ",[30,769,770],{},"3"," means three direct report seats). You can click this to expand or collapse it.",[35,773],{"asset":774},{"id":775,"publicId":776,"version":777,"format":41,"resourceType":42,"width":43,"height":470,"alt":778,"name":779},"796353bc874549affae28467e5e227a3","docs/ac-seat-icons-2026",1794299271,"Close-up of the Integrator seat with the pen and three-dot icons at the top, the plus icon at the bottom left, the number badge, and the four-arrow icon highlighted at the bottom right","Accountability chart seat icons",[781,782,784],"h3",{"id":783},"organizing-your-accountability-chart-drag-drop","Organizing Your Accountability Chart (Drag & Drop)",[13,786,787,788,791],{},"Use ",[30,789,790],{},"Organize"," to rearrange the seats on your chart by dragging and dropping them.",[13,793,64,794,796],{},[30,795,790],{}," button in the toolbar at the top of the chart.",[35,798],{"asset":799},{"id":800,"publicId":801,"version":802,"format":41,"resourceType":42,"width":43,"height":242,"alt":803,"name":804},"803a81fa9a68fe53f1f482987e83276b","docs/ac-organize-button",1794296559,"Accountability Chart toolbar with an arrow pointing to the Organize button","Accountability chart Organize button",[13,806,807,808,811,812,428,815,428,818,821,822,825],{},"The chart switches to organize mode, and ",[30,809,810],{},"Drag seats to reorganize the chart"," appears at the top. The ",[30,813,814],{},"Cancel",[30,816,817],{},"Undo",[30,819,820],{},"Redo"," and ",[30,823,824],{},"Done"," buttons appear on the right.",[35,827],{"asset":828},{"id":829,"publicId":830,"version":831,"format":41,"resourceType":42,"width":43,"height":832,"alt":833,"name":834},"2b816de0a0d655858924096e4a758544","docs/ac-organize-mode",1794296561,1427,"Accountability Chart in organize mode, with the message Drag seats to reorganize the chart, the Cancel, Undo, Redo and Done buttons, and a seat being dragged","Accountability chart organize mode",[179,836,838],{"id":837},"how-to-move-seats","How to Move Seats",[13,840,841],{},"To reorganize your chart:",[59,843,844,851,857],{},[62,845,846,847,850],{},"Click and ",[30,848,849],{},"hold a seat (box)"," you want to move",[62,852,853,856],{},[30,854,855],{},"Drag it"," to the desired position",[62,858,859,862],{},[30,860,861],{},"Drop it"," into place within the chart",[864,865],"hr",{},[179,867,869],{"id":868},"important-behavior","Important Behavior",[417,871,872,879,885],{},[62,873,874,875,878],{},"You can move ",[30,876,877],{},"any seat to any position"," on the chart, at any level.",[62,880,881,882,75],{},"Each seat reports to ",[30,883,884],{},"one seat at a time",[62,886,887,888,891],{},"You ",[30,889,890],{},"cannot move a seat above the top seat"," of the chart (usually the Visionary).",[13,893,894],{},"This keeps the structure clear and every reporting relationship intact.",[864,896],{},[179,898,900],{"id":899},"adjusting-reporting-structure","Adjusting Reporting Structure",[13,902,903],{},"When you move a seat:",[417,905,906,912],{},[62,907,908,909,911],{},"Its ",[30,910,528],{}," updates to the seat you dropped it under",[62,913,914],{},"Any seats reporting to it move along with it",[864,916],{},[179,918,920],{"id":919},"undo-or-redo-changes","Undo or Redo Changes",[13,922,923],{},"While in Organize mode, you can:",[417,925,926,931],{},[62,927,221,928,930],{},[30,929,817],{}," to revert your last change",[62,932,221,933,935],{},[30,934,820],{}," to reapply a change",[13,937,938,939,941,942,944],{},"Once you’re done organizing, click ",[30,940,824],{}," to save your changes, or click ",[30,943,814],{}," to exit without saving.",[179,946,744],{"id":947},"change-reporting-to-from-the-chart",[13,949,950],{},"To change which seat a seat reports to without opening the full Edit seat window:",[59,952,953,962,967],{},[62,954,64,955,957,958,961],{},[30,956,739],{}," in the bottom-right corner of the seat. The ",[30,959,960],{},"Reporting to"," pop-up appears.",[62,963,91,964,966],{},[30,965,528],{}," dropdown to select the seat it should report to.",[62,968,221,969,971],{},[30,970,632],{}," to save your changes.",[35,973],{"asset":974},{"id":975,"publicId":976,"version":977,"format":41,"resourceType":42,"width":43,"height":978,"alt":979,"name":980},"824c24b2da66495adcceb204cb447ee1","docs/ac-reporting-to-popup-2026",1794301766,1415,"Reporting to pop-up on the Accountability Chart for the Integrator seat, with the Reporting to dropdown set to Visionary and the Finished button","Accountability chart reporting to pop-up",[48,982,984],{"id":983},"overview-panel","Overview panel",[13,986,987],{},"The overview panel is a small map of your whole Accountability Chart. It shows which part of the chart you're looking at, and lets you jump to any other part. It's especially helpful on bigger charts.",[179,989,991],{"id":990},"turn-the-overview-panel-on-or-off","Turn the overview panel on or off",[13,993,64,994,997,998,1001],{},[30,995,996],{},"map icon"," (",[30,999,1000],{},"Toggle Overview Panel",") in the toolbar at the top of the chart. Click it again to turn the panel off.",[394,1003,1004],{},[13,1005,1006,1008,1009,1012,1013,1015],{},[30,1007,400],{}," The overview panel is only available on bigger charts, with at least ",[30,1010,1011],{},"5 rows"," of seats. On smaller charts, the ",[30,1014,1000],{}," icon doesn't appear in the toolbar.",[35,1017],{"asset":1018},{"id":1019,"publicId":1020,"version":1021,"format":41,"resourceType":42,"width":43,"height":273,"alt":1022,"name":1023},"b2ba09978e1b63f3ce7ac7af03ea75a2","docs/ac-overview-panel-off",1794294800,"Accountability Chart toolbar with an arrow pointing to the Toggle Overview Panel (map) icon, with the overview panel turned off","Accountability chart overview panel off",[13,1025,1026],{},"When it's on, the overview panel appears in the bottom-left corner of the chart, showing every seat as a small box.",[35,1028],{"asset":1029},{"id":1030,"publicId":1031,"version":1032,"format":41,"resourceType":42,"width":43,"height":1033,"alt":1034,"name":1035},"b179152a6e7baf788048379ad1afa4d6","docs/ac-overview-panel-on",1794294802,1412,"Accountability Chart with the overview panel turned on: a small map of the whole chart in the bottom-left corner, with the visible area highlighted","Accountability chart overview panel on",[179,1037,1039],{"id":1038},"use-the-overview-panel","Use the overview panel",[417,1041,1042,1048,1054],{},[62,1043,1044,1047],{},[30,1045,1046],{},"See where you are:"," as you zoom in and move around the chart, the part you're looking at is highlighted on the overview panel.",[62,1049,1050,1053],{},[30,1051,1052],{},"Jump to another part:"," click any area of the overview panel to go straight to that part of the chart.",[62,1055,1056,1059,1060,1062],{},[30,1057,1058],{},"Close it:"," click the ",[30,1061,692],{}," in the top-right corner of the panel.",[35,1064],{"asset":1065},{"id":1066,"publicId":1067,"version":1068,"format":41,"resourceType":42,"width":43,"height":1069,"alt":1070,"name":1071},"791efb274a0c5a6c03022e36bb224ac1","docs/ac-overview-panel-in-use",1794294803,1409,"Zoomed-in Accountability Chart showing the Designer and Sales representative seats, with the overview panel highlighting where they sit in the whole chart","Accountability chart overview panel in use",[48,1073,1075],{"id":1074},"draft-section","Draft section",[13,1077,1078,1079,1082],{},"In the draft section, you will see your primary chart and draft charts. You can also click on the ",[30,1080,1081],{},"Add chart"," button to add a new accountability chart.",[35,1084],{"asset":1085},{"id":1086,"publicId":1087,"version":1088,"format":41,"resourceType":42,"width":1089,"height":116,"alt":1090,"name":1091},"5bdc43ac677292431ccb66c4bd87e6b8","docs/a_01kbzkn3N488r2zr7Eb46G3JkZ/Screenshot-2025-12-08-at-6-30-09-PM",1791492514,3098,"Accountability Chart Drafts tab listing the primary chart and draft charts, with upload, download and Add chart buttons at the top right","Screenshot 2025 12 08 At 6.30.09  P M",[13,1093,1094,1095,1098],{},"When you select the ",[30,1096,1097],{},"3 dot icon"," next to the Primary chart, you'll get an option to:",[13,1100,1101,1104,1105,1108,1111,1112,1114,1117],{},[30,1102,1103],{},"Edit"," – change the chart name/title and add a description.",[1106,1107],"br",{},[30,1109,1110],{},"Make a copy"," – Creates a duplicate of the chart.",[1106,1113],{},[30,1115,1116],{},"Export CSV"," – Downloads the chart data in CSV format.",[35,1119],{"asset":1120},{"id":1121,"publicId":1122,"version":1088,"format":41,"resourceType":42,"width":1123,"height":1124,"alt":1125,"name":1126},"160a3de2f630971f3dd17030e6bb0327","docs/a_01kbZkqbtnqvHQ1r278TW4K4a6/Screenshot-2025-12-08-at-6-31-15-PM",3102,1934,"Drafts tab with the three dot menu open on the Primary chart, showing Edit, Make a copy and Export CSV options","Screenshot 2025 12 08 At 6.31.15  P M",[13,1128,1129,1130,1132],{},"While selecting the ",[30,1131,1097],{}," next to a Draft chart will provide you options to:",[13,1134,1135,1137,1138,1140,1111,1142,1144,1147,1148,1150,1153,1154,1156,1117],{},[30,1136,1103],{}," – change the chart name/title, add a description, and share chart to a user",[1106,1139],{},[30,1141,1110],{},[1106,1143],{},[30,1145,1146],{},"Set as primary"," – Marks this chart as the main view.",[1106,1149],{},[30,1151,1152],{},"Delete"," – Permanently removes the chart.",[1106,1155],{},[30,1157,1116],{},[35,1159],{"asset":1160},{"id":1161,"publicId":1162,"version":1163,"format":41,"resourceType":42,"width":1123,"height":1124,"alt":1164,"name":1165},"5e78fd1bf589d1cb8cf7b65706fd6674","docs/a_01kbZKrJs2Qr6N5Bg3xe2d88rZ/Screenshot-2025-12-08-at-6-32-00-PM",1791492515,"Drafts tab with the three dot menu open on a draft chart, showing Edit, Make a copy, Set as primary, Delete and Export CSV","Screenshot 2025 12 08 At 6.32.00  P M",[13,1167,1168,1169,1171,1172,1175,1176,1179,1180,1183],{},"On a draft chart, selecting ",[30,1170,1103],{}," also gives you the option to share the chart with one or more users. Hover over ",[30,1173,1174],{},"Share Chart"," and click the ",[30,1177,1178],{},"Add Users"," button to grant access. Click the ",[30,1181,1182],{},"Finish button"," to save changes.",[35,1185],{"asset":1186},{"id":1187,"publicId":1188,"version":1163,"format":41,"resourceType":42,"width":1189,"height":1190,"alt":1191,"name":1192},"872968da4e66fcec5bb75916aac51be0","docs/a_01kbzKx1E7fCBcVzB9FcCj8mW5/Screenshot-2025-12-08-at-6-34-19-PM",3088,1968,"Edit chart dialog for a draft chart with the Share chart Add users dropdown open, listing users to share with","Screenshot 2025 12 08 At 6.34.19  P M",[48,1194,1196],{"id":1195},"import-data","Import data",[13,1198,1199],{},"You can import data for your Accountability Chart in CSV format by clicking the upload button.",[13,1201,211,1202,1205,1206,1208,1209,75],{},[30,1203,1204],{},"Import CSV file"," window, drag and drop your CSV file, or click to select it, then click ",[30,1207,1204],{},". To see how the file should be laid out, click ",[30,1210,1211],{},"Download sample file",[35,1213],{"asset":1214},{"id":1215,"publicId":1216,"version":1217,"format":41,"resourceType":42,"width":43,"height":1218,"alt":1219,"name":1220},"321a28bfacfcfc6c8ad2efb285337f14","docs/ac-import-csv-2026",1794305937,1405,"Import CSV file window on the Accountability Chart Drafts tab, with a drag and drop area, a Download sample file link and the Import CSV file button","Accountability chart import CSV",[48,1222,1224],{"id":1223},"export-data","Export data",[13,1226,1227],{},"You can also export your Primary Chart in CSV format by clicking the download button at the top right of the screen.",[35,1229],{"asset":1230},{"id":1231,"publicId":1232,"version":1233,"format":41,"resourceType":42,"width":1234,"height":1235,"alt":1236,"name":1237},"294106e9136e210d70f185728f06f757","docs/a_01KBZm7N2520FV8J11hx0yMpZx/Screenshot-2025-12-08-at-6-40-03-PM",1791492516,3100,1970,"Accountability Chart Drafts tab with the download button highlighted at the top right, next to Add chart","Screenshot 2025 12 08 At 6.40.03  P M",[48,1239,1241],{"id":1240},"primary-chart","Primary Chart",[13,1243,1244,1245,1247,1248,1251],{},"You can search for a seat by typing the ",[30,1246,74],{}," into the ",[30,1249,1250],{},"search bar",". The matching seat is highlighted on the chart.",[35,1253],{"asset":1254},{"id":1255,"publicId":1256,"version":1257,"format":41,"resourceType":42,"width":43,"height":1033,"alt":1258,"name":1259},"b4c16b4eb7155baed3254e602a41fedb","docs/ac-search-2026",1794302877,"Accountability Chart with Customer Support typed in the search bar and the matching Customer Support seat highlighted with a coloured border","Accountability chart search",[13,1261,1262],{},"On the upper right-hand side of the Primary Chart, you'll see the following icons:",[417,1264,1265,1273,1282,1288,1294,1300,1309],{},[62,1266,1267,1269,1270,435],{},[30,1268,1000],{}," – Show or hide the overview panel, a small map of the whole chart (see ",[728,1271,984],{"href":1272},"#overview-panel",[62,1274,1275,1278,1279,435],{},[30,1276,1277],{},"Show/Hide Owner's Box"," – Show or hide the Owner's box (see ",[728,1280,171],{"href":1281},"#owners-box",[62,1283,1284,1287],{},[30,1285,1286],{},"Zoom In"," – Increase the chart view size",[62,1289,1290,1293],{},[30,1291,1292],{},"Zoom Out"," – Decrease the chart view size",[62,1295,1296,1299],{},[30,1297,1298],{},"Reset Zoom"," – Return the chart to its default view size",[62,1301,1302,1305,1306,1308],{},[30,1303,1304],{},"Full Screen"," – Expand the chart to fill the entire screen; to exit full screen, click the ",[30,1307,692],{}," icon on the upper right side of the screen.",[62,1310,1311,1314],{},[30,1312,1313],{},"Center Selected/Deselect"," - Automatically centers the chart view on the currently selected role or box.",[35,1316],{"asset":1317},{"id":1318,"publicId":1319,"version":1320,"format":41,"resourceType":42,"width":43,"height":1321,"alt":1322,"name":1323},"c47e344ef716e7cbbce0ace1d923f968","docs/ac-toolbar-2026",1794302879,1417,"Accountability Chart toolbar with the overview panel, owner's box, zoom in, zoom out, reset zoom, full screen, center selected, expand all and collapse all icons highlighted","Accountability chart toolbar",[417,1325,1326],{},[62,1327,1328,1331],{},[30,1329,1330],{},"Expand All"," – Show all levels of the chart",[35,1333],{"asset":1334},{"id":1335,"publicId":1336,"version":1337,"format":41,"resourceType":42,"width":43,"height":978,"alt":1338,"name":1339},"3180aadcaa1eb66cf57666c0e0d352c1","docs/ac-expand-all-2026",1794302881,"Accountability Chart fully expanded with the Expand All icon selected, showing every level from the Owner's box down to the test seats","Accountability chart expand all",[417,1341,1342],{},[62,1343,1344,1347],{},[30,1345,1346],{},"Collapse All"," – Hide all sub-levels, showing only top-level seat/s.",[35,1349],{"asset":1350},{"id":1351,"publicId":1352,"version":1353,"format":41,"resourceType":42,"width":43,"height":1354,"alt":1355,"name":1356},"c9813e7a8d9806707029a7d204ec51f2","docs/ac-collapse-all-2026",1794302883,1419,"Accountability Chart collapsed to show only the Visionary seat, with the Collapse All icon selected in the toolbar","Accountability chart collapse all",[48,1358,1360],{"id":1359},"export-pdf","Export PDF",[13,1362,1363,1364,1367],{},"You can export the Primary Chart in PDF format by clicking the ",[30,1365,1366],{},"Print"," icon in the upper right corner of the chart. Choose how you'd like it laid out:",[417,1369,1370,1376,1382],{},[62,1371,1372,1375],{},[30,1373,1374],{},"Single page"," – The whole chart on one page.",[62,1377,1378,1381],{},[30,1379,1380],{},"Multiple page"," – The chart split across several pages.",[62,1383,1384,1387],{},[30,1385,1386],{},"Leadership team"," – Only the leadership team: the chart down to the seats that report directly to the Integrator (for example, Operations and Finance). The seats below them aren't included.",[35,1389],{"asset":1390},{"id":1391,"publicId":1392,"version":1393,"format":41,"resourceType":42,"width":43,"height":978,"alt":1394,"name":1395},"87f6fae6d505fbd47543b8167ee7de29","docs/ac-print-menu-2026",1794302885,"Accountability Chart with an arrow pointing to the Print icon and a menu showing Single page, Multiple page and Leadership team","Accountability chart print menu",[13,1397,1398,1399,1402,1403,1405],{},"Once you select your preferred layout, a pop-up window will display a preview of the PDF. Click the ",[30,1400,1401],{},"Download"," icon at the top to save the file, or click the ",[30,1404,1366],{}," icon to print it directly.",[35,1407],{"asset":1408},{"id":1409,"publicId":1410,"version":1411,"format":41,"resourceType":42,"width":1189,"height":1190,"alt":1412,"name":1413},"c33438d9a532d06bb26ee4750b13de8f","docs/a_01kBZNmpH3RGW8X2GzKRDABX0d/Screenshot-2025-12-08-at-7-04-48-PM",1791492518,"PDF preview dialog of the Accountability Chart with Download and Print icons at the top of the preview","Screenshot 2025 12 08 At 7.04.48  P M",{"title":1415,"searchDepth":1416,"depth":1416,"links":1417},"",2,[1418,1419,1420,1421,1422,1423,1424,1427,1428,1429,1430,1431,1432],{"id":50,"depth":1416,"text":51},{"id":170,"depth":1416,"text":171},{"id":278,"depth":1416,"text":279},{"id":361,"depth":1416,"text":362},{"id":411,"depth":1416,"text":412},{"id":459,"depth":1416,"text":460},{"id":709,"depth":1416,"text":710,"children":1425},[1426],{"id":783,"depth":208,"text":784},{"id":983,"depth":1416,"text":984},{"id":1074,"depth":1416,"text":1075},{"id":1195,"depth":1416,"text":1196},{"id":1223,"depth":1416,"text":1224},{"id":1240,"depth":1416,"text":1241},{"id":1359,"depth":1416,"text":1360},[1434,1435,1436,1437,1438,1439,1440,1441,1442,1443,1444,1445,1446],{"id":50,"title":51},{"id":170,"title":171},{"id":278,"title":279},{"id":361,"title":362},{"id":411,"title":412},{"id":459,"title":460},{"id":709,"title":710},{"id":983,"title":984},{"id":1074,"title":1075},{"id":1195,"title":1196},{"id":1223,"title":1224},{"id":1240,"title":1241},{"id":1359,"title":1360},{"title":1448,"description":1449},"EOS® Accountability Chart Guide — Success.co","Learn how to build and manage an EOS®-pure Accountability Chart with Success.co. 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