Update a Contact's Reporting Line

Last updated: August 7, 2026

Keep your Org Chart accurate by updating reporting relationships directly from a contact's profile in Centralize. Changes reflect immediately in the Org Chart view for the account.

Contents

  • Before you start

  • Update a contact's reporting line

  • Need help?

Before you start

  • You'll need access to the account in Centralize.

  • The contact must already exist on the account's Account Map.

Update a contact's reporting line

  1. Navigate to the account where the contact lives.

  2. On the Account Map, select the contact you want to update.

  3. In the contact's profile, click Reports to.

  4. Choose the person the contact reports to.

  5. Click the account map header to switch to Org Chart view.

  6. Verify the reporting line displays as expected.

📹 Walkthrough: How To Manage Employee Reporting Structures In Centralize

Related: See Org Chart for how reporting lines are used to map account structure.

Need help?

If you're having trouble updating a contact's reporting line or it's not reflecting in the Org Chart, contact support@usecentralize.com for assistance.