Skip to main content

Documentation Index

Fetch the complete documentation index at: https://docs.kb2b.app/llms.txt

Use this file to discover all available pages before exploring further.

​
What it is and what it isn’t

The org chart (/dashboard/org-chart) shows the structure of your kb2b workspace — that is, who’s a member of your team and how they relate hierarchically to each other.
Don’t confuse: this is NOT the organizational structure of the customer whose knowledge you’re maintaining in a POT. This is your own team’s structure inside kb2b. If you want to see “Acme’s org chart”, that information would need to be stored as facts inside the Acme POT, not on this page.

​
What it’s for

  • Internal onboarding: someone joining your workspace sees at a glance who’s who.
  • Expertise attribution: when a fact is approved or disapproved, the vote weight depends on the voter’s seniority level (see Explore and discuss facts). The org chart documents those levels.
  • Visibility into who handles which account: combined with projects and tags, gives you a complete picture of “who’s working with whom”.

​
How it’s built

kb2b builds the org chart from the workspace’s contributor profiles:
FieldWhere it comes from
Name + avatarYour user account (photo, displayName)
Role titleEach member sets it in their profile — /dashboard/profile
Seniority levelJunior, Medior, Senior, Principal — set by the admin
Manager (who they report to)Set by the admin in each member profile
If nobody has configured managers, the org chart shows everyone as “orphans” (not nested under anyone). That’s the default state when the hierarchy hasn’t been mapped yet.

​
How to navigate it

  • It’s an interactive canvas (built on React Flow). You can zoom, pan, and drag nodes.
  • Click a node → opens a side panel with metrics for that member:
    • How many facts they’ve approved/disapproved
    • How many documents they’ve uploaded
    • How many meetings they’ve recorded
    • Their declared areas of expertise (see SciPot docs on expertise-weighted scoring)
  • If your workspace has fewer than 2 members, instead of the canvas you’ll see a message inviting you to add people.

​
Who can edit it

  • Any member can edit their own role title and avatar from /dashboard/profile.
  • Only the workspace admin can assign/change manager and seniority level for other members. Done from /dashboard/settings/team.

​
When NOT to use the org chart

  • If your workspace has 1-2 people, it adds nothing — skip it until the team grows.
  • If you work in agency mode with many customers and your internal hierarchy doesn’t change vote weight on facts (because you don’t use expertise-weighted scoring), the org chart is ornamental — useful for onboarding but little more.

​
If the page is empty

  1. Check your workspace has at least 2 members (in kb2b: Settings → Team).
  2. If there are members but they don’t show in the canvas: nobody configured managers. Go to /dashboard/settings/team as admin and assign at least one manager → reports relationship to kick off the hierarchy.
  3. If you still see nothing and you think it’s a bug, email support@kb2b.app.
Page in progress Phase 1 — canvas and stats panel screenshots coming in Phase 2.