Create an Org Chart from Active Directory

Organizational charts are essential tools for visualizing a company's structure and reporting hierarchy, and they improve overall communication and transparency. There are different data sources which can be utilized to build the org chart structure and to provide a clear view on how teams are organized. In this article, we will explain how to create an org chart from Active Directory (Entra ID) and why this data source is a good option.

In this article:

• Why use Active Directory for Org Chart?
• Create an Org Chart from Active Directory for SharePoint
• Create an Org Chart from Active Directory for Microsoft Teams
• Automating Org Chart updates from Active Directory
• Export Org Chart from Active Directory
• Get started with Plumsail Org Chart

Why use Active Directory for Org Chart?

By using an org chart directly connected to Active Directory (Entra ID) companies can ensure that the org chart structure remains accurate and up to date with minimal effort. Active Directory is typically updated in situations when employees:

• Join a company,
• Leave a company, or
• Change their roles.

When you connect your Org Chart to Active Directory, it reflects those changes automatically. This does not require any manual or administrative work, so it saves time and effort.

In case Azure Active Directory is not your first choice, and you are looking for something more flexible where you can add custom properties, Plumsail Org Chart for SharePoint and Microsoft Teams offers more data sources which you can use to exploit unlimited customization possibilities Following data sources are available:

• Entra ID (which is Azure Active Directory)
• SharePoint List
• User Profiles
• Excel or CSV

Create an Org Chart from Active Directory for SharePoint

To create an Org Chart from Azure Active Directory for SharePoint follow the steps described below. Depending on your SharePoint permissions, you might be able to complete these steps independently or you can contact your SharePoint administrators to assist you with the steps where SharePoint admin permissions are required.

1. Add Plumsail Org Chart to SharePoint
2. Create a new web part with Plumsail Org Chart in SharePoint
3. Start the Org Chart configuration process
4. Choose Azure Active Directory (Entra ID) as a data source
5. Approve API access in Microsoft 365 Admin Center
6. Customize Org Chart appearance
7. Finish the Org Chart configuration wizard and publish it in SharePoint

Or you can follow the full YouTube video with step-by-step instructions on how to create an org chart from Active Directory:

Create an Org Chart from Active Directory for Microsoft Teams

Similarly to SharePoint, we can create an Org Chart from Active Directory for Microsoft Teams. Follow the installation process for Microsoft 365 and add it to Microsoft Teams in case you haven't added it.

1. Create a new tab with Plumsail Org Chart in preferred Microsoft Teams channel
2. Start the Org Chart configuration process
3. Choose Azure Active Directory (Entra ID) as a data source
4. Approve API access in Microsoft 365 Admin Center if you haven't done it yet
5. Customize Org Chart appearance
6. Finish the Org Chart configuration wizard and publish it in Microsoft Teams
7. Share your new Org Chart with your team

Automating Org Chart updates from Active Directory

Automating org chart updates from Active Directory (Entra ID) when changes are made reduces the need for manual adjustments. As mentioned earlier, the importance of displaying an accurate and up to date org chart structure which reflects your company's current employees and relationships is critical. What is more critical is automating this process, which will save you time and effort, and it will also ensure that your organizational structure is always up to date in real time.

Active Directory organizational structure can be always displayed accurately and up to date using Plumsail Org Chart for SharePoint and Microsoft Teams. On top of that you can display different type of employees and relationships such as:

• Assistants
• Dotted line managers
• Vacancies

Export Org Chart from Active Directory

To be able to export organizational structure from Active Directory (Entra ID) use an org chart tool such as Plumsail Org Chart for SharePoint and Microsoft Teams. After creating and visualizing your organization, you can export your org chart to different file formats depending on your needs. To export org chart from Active Directory, follow these steps:

1. Add Plumsail Org Chart to your SharePoint and Microsoft Teams
2. Connect Org Chart to Active directory (Entra ID) via API
3. Create an Org Chart and customize it
4. Export it to different file formats as per your needs. You can export it to:

• CSV
• PNG
• PDF for general purposes
• PDF report with table content and cross links

Get started with Plumsail Org Chart

Plumsail Org Chart is built to support companies of all sizes. Simply sign up for a 30-day free trial with no credit card required. During this trial period, you will be able to test all the available features and see if they suit your needs.

In case you need assistance with setup, you can schedule a 15-min demo call with our specialist to discuss any questions. Discover how Plumsail Org Chart can leverage your Active Directory to create an org chart employees will love to use!