Accountability Chart Guide

You can access the Accountability Chart from the sidebar and you can choose to view either the Primary Chart or Drafts tab from the top.

Adding a Seat in the Accountability Chart for the first time.

1. Click the Add Seat button; a pop-up window will appear.
2. Enter the Function Name.
3. Under Roles and Responsibilities, add the name and description of the role’s responsibilities.
4. Click the + Add button to add more roles and responsibilities.
5. Use the three-dot icon next to each role or responsibility to delete.
6. Select the Seat Holder dropdown to assign an owner to the seat.
7. Click the Save and Exit button to save the seat.

If you want to assign a seat to someone who is not a user in Success.co, select the Seat Holder dropdown, enter a name in the Add placeholder box at the bottom of the dropdown, and click the + sign next to it to save the holder name.

If you want to add a new user and assign them a seat, select the 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 paid seat.

Each seat in the Accountability Chart represents a function or role within your organization, along with its assigned owner and responsibilities. Each box shows:

• The function name (e.g., Integrator, Finance, Operations)
• The seat holder’s name and initials or profile image
• A list of roles and responsibilities

Hover over a seat and select the Pen icon.

Edit a Seat

The Edit Seat window allows you to update the structure, responsibilities, and ownership of a seat on the Accountability Chart.

Roles and Responsibilities

Use this section to define what the seat is accountable for.

• Add a role or responsibility: Click + Add and enter the responsibility.
• Add a description: Click Add description... below a responsibility to include additional details.
• Reorder responsibilities: Use the drag handle beside a responsibility to move it up or down the list.
• More options: Click the three-dot menu beside a responsibility for additional actions.

Reporting To

Use the Reporting To 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.

Seat Holder

The Seat Holder section shows the person currently assigned to the seat.

Attachments

Click + Add under Attachments to add supporting files or resources related to the seat.

Save Your Changes

Once you've finished making changes, click Finished. Your updates will be reflected on the Accountability Chart.

Seat Holder

The Seat Holder section allows you to assign and manage the person responsible for the seat.

Click the Seat Holder dropdown to view the available options:

• Select a user: Choose an existing user from the list to assign them to the seat.
• Seat count: The number displayed beside each user's name shows how many seats they currently hold on the Accountability Chart.
• Add placeholder: Enter a placeholder name if you want to assign the seat temporarily without selecting an existing user.
• Add new holder: Select Add new holder to add a new person who is not yet available in the list.
• Remove a seat holder: Click the X beside the current holder's name to remove them from the seat.

You can assign more than one seat holder to a seat if needed.

• Edit Seat – Click the pen icon in the top-right corner of the seat to edit its details.
• More Options Menu (three-dot icon) – Add issue, add to-do, clone seat, or delete seat.
• Move Seat – Use the left/right arrow icons at the bottom of the seat to reposition it horizontally.
• Add a Reporting Seat – Click the plus icon at the bottom of a seat to add a new seat reporting to that role.
• Number Badge (white square) – Shows the total number of seats reporting to that role (e.g., 3 means three direct report seats). You can click this to expand or collapse it.

Organizing Your Accountability Chart (Drag & Drop)

After clicking the Organize button in the Accountability Chart, you’ll enter edit mode where you can rearrange your structure using drag and drop.

How to Move Seats

To reorganize your chart:

1. Click and hold a seat (box) you want to move
2. Drag it to the desired position
3. Drop it into place within the chart

Important Behavior

• You can move seats within the same level or below another seat
• You cannot move a child seat above its parent
• You cannot move a seat to a higher level than its current hierarchy

This ensures the structure remains logical and prevents breaking reporting relationships.

Adjusting Reporting Structure

When you move a seat:

• It will update its position within the current hierarchy
• Any child seats will move along with the parent seat

Undo or Redo Changes

While in Organize mode, you can:

• Click Undo to revert your last change
• Click Redo to reapply a change

Once you’re done organizing click Done to save your changes or click Cancel to exit without saving.

To update “Reporting To” directly from the chart, you can click on the icon highlighted in Red in the image below and a pop-up window will appear.

• Use the REPORTING TO dropdown to select the function or role this seat should report to.
• Click Finished to save your changes.

In the draft section, you will see your primary chart and draft charts. You can also click on the Add chart button to add a new accountability chart.

When you select the 3 dot icon next to the Primary chart, you'll get an option to:

Edit – change the chart name/title and add a description.
Make a copy – Creates a duplicate of the chart.
Export CSV – Downloads the chart data in CSV format.

While selecting the 3 dot icon next to a Draft chart will provide you options to:

Edit – change the chart name/title, add a description, and share chart to a user
Make a copy – Creates a duplicate of the chart.
Set as primary – Marks this chart as the main view.
Delete – Permanently removes the chart.
Export CSV – Downloads the chart data in CSV format.

On a draft chart, selecting Edit also gives you the option to share the chart with one or more users. Hover over Share Chart and click the Add Users button to grant access. Click the Finish button to save changes.

You can import data for your Accountability Chart in CSV format by clicking the upload button.

You can also export your Primary Chart in CSV format by clicking the download button at the top right of the screen.

You can search for a seat by typing the Function Name into the search bar.

On the upper right-hand side of the Primary Chart, you'll see the following icons:

• Toggle Minimap - Show or hide the minimap
• Zoom In – Increase the chart view size
• Zoom Out – Decrease the chart view size
• Reset Zoom – Return the chart to its default view size
• Full Screen – Expand the chart to fill the entire screen; to exit full screen, click the X icon on the upper right side of the screen.
• Center Selected/Deselect - Automatically centers the chart view on the currently selected role or box.

• Expand All – Show all levels of the chart

• Collapse All – Hide all sub-levels, showing only top-level seat/s.

You can export the Primary Chart in PDF format by clicking the Print icon in the upper right corner of the chart. Choose between Single Page or Multiple Pages layout.

Once you select your preferred layout, a pop-up window will display a preview of the PDF. Click the Download icon at the top to save the file, or click the Print icon to print it directly.