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Org Chart
Mar 14, 2019
Multiple assistants, multiple dotted-line managers and navigation to dotted-line managers from…
Anna Dorokhova
Anna Dorokhova
Customer Support Engineer

We received a lot of feedback from our clients regarding adding multiple assistants and dotted-line managers functionality for Plumsail Org Chart.

In response to these requests, Plumsail introduces a new version of Org Chart with the support of those features for SharePoint Online in Office 365 and SharePoint 2019 / 2016 / 2013 On-Premises.

Multiple assistants

Now, Plumsail Org Chart supports two or more assistants for a single employee.

This is how it looks in the chart:

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Assistants may be positioned in a different way in other layouts.

Org Chart supports two data sources: SharePoint list and User Profiles. Here you will find instructions on how to configure assistants for each data source:

Multiple dotted-line managers

Besides a single direct (solid line) manager, starting from the version 3.2.3 of Plumsail Org Chart, you can set two, or however many dotted-line managers you need. Here is how to do that:

If a solid line employee has a dotted-line manager, there will be displayed a small button next to the solid line box. It allows you to quickly navigate from the solid box to a dotted-line manager. If the employee has more than one dotted-line manager, you will navigate to the first one specified in the corresponding field.

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We hope this new addition to Plumsail Org Chart will be useful to your organization.

Download Org Chart for Office 365 now

Plumsail Org Chart is easy to install and easy to use. Download and install our trial. It will not take a lot of time.

If you have any questions, let us know in our community!

Note: The post has been originally published at Medium:
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