Hi @kpisano1, thanks for this post! Lucid doesn’t offer phone support, but I’m happy to help you via this thread and demonstrate a few things here. 

By “adding location and levels,” do you mean that you want to include these elements on each individual employee tile? If so, you’ll need to include these elements in your org chart data. If uploading a data set, you can simply include this as a column in your data source. If you’re creating it manually, you can add it as a custom data field via the Layout tab of the org chart panel on the right of the editor. 

Then, to display this information on your employee shapes, navigate to the Layout tab of the org chart panel, open the Employee Fields section, and click the checkbox next to the fields. 

Regarding Group View, you can automatically create one by expanding the Visualization option of the Org Chart panel and clicking “Create Group View.” To access this menu, please note that you’ll need to select the outline of the whole org chart rather than an individual employee shape. 

From there, you can choose the field by which you want to group your employees. 

This creates the group view on a new page in your document.

Finally, I also recommend this Org Charts article from the Lucid Help Center for a detailed walk-through of these features. 

Regarding conditional formatting, can you clarify what you’re hoping to accomplish using it? If you have an example or screenshot to share, that would be very helpful! Thank you.

Thank you all!