Getting started

• Installation
• License activation
• Quick configuration

Configuration wizard

• Open configuration wizard
• Data source
  • SharePoint list
  • Entra ID
  • User profiles
  • Excel / CSV
• Views and filtration
• Design
• Templates
• Custom code
• General
• Reset configuration

HTML templates

• HTML templates

JavaScript framework

• Introduction
• Events
• Methods
• Configuration

Additional resources

• Video: Introducing Plumsail Org Chart
• Data caching
• How Org Chart pulls data from AD On-Premises
• Exclude disabled users in On-Premises
• Make sure that SharePoint has enough data
• Configuring profiles sync in On-Premises
• Exporting properties to a directory service

General

• Version history
• Licensing details
• Data protection and security
• Custom code security measures
• Billing and subscription management

Printing & Reports

• Printing organizational structure
• Generate multi-page PDF report
• Export to CSV and analyze in Excel
• Custom styles for printed Org Chart

Microsoft Teams

• Add Org Chart in Microsoft Teams tab

Display different types of employees

• Display dotted-line managers (SharePoint list)
• Display dotted-line managers (Entra ID)
• Display dotted-line managers (User Profiles)
• Display dotted-line managers (Excel/CSV)
• Display assistants (SharePoint list)
• Display assistants (Entra ID)
• Display assistants (User Profiles)
• Display assistants (Excel/CSV)
• Display vacancies

Filter and order boxes

• Create and manage filtered views
• Order employees boxes using a custom field

Customize boxes and styles

• Format boxes conditionally
• Customize box HTML template and CSS styles
• Display awards and conditionally format Org Chart
• Create an Org Chart with two root managers
• Change Org Chart skin
• Localize Org Chart

Show specific user on load

• Drill down to specific box using URL parameter
• Drill down to current user by default
• Drill down to manager of user from URL by default

Manage web part size and scale

• Open Org Chart in full-screen mode on load
• Make Org Chart use full page width
• Automatically scale boxes to fit visible area

Other examples

• Use advanced Org Chart navigation
• Use tenant properties to disable Org Chart features
• Include and use fields from an additional list
• Support of search in a list with more than 5000 items
• Org Chart based on a list data source for anonymous users

Documentation › Data source › Entra ID

Entra ID

Configure data source

Note

The data source is available starting from Org Chart version 4.1.0. Please check the details about an update.

If you choose Entra ID (formerly Azure AD) as a data source, OrgChart will create the chart based on employee information from the Entra ID (formerly Azure AD) service. You can specify mapping to display assistants and dotted managers. The interface for mapping looks as follows.

Mapping defines the connection between an Org Chart field and an Entra ID field. It allows retrieving the required data for displaying assistants and dotted-line managers. The Assistant ID and Dotted manager ID are optional fields and should contain the IDs of the corresponding users in Entra ID. Once you have configured it, you can go through the wizard and click the finish button.

Approve API access

You need to approve the following Microsoft Graph API access requests to enable full functionality of the Plumsail Org Chart SPFx package:

• Microsoft Graph, User.Read.All - Allows the Org Chart to access user accounts in Entra ID (formerly Azure Active Directory).

• Microsoft Graph, Presence.Read.All - Allows the Org Chart to display Microsoft Teams statuses of employees.

These are the steps.

1. Log in to the Microsoft 365 admin center with your admin account. Then navigate to the SharePoint Admin Center.

2. In the left-hand menu, expand the Advanced section and click on API access. You’ll see two pending requests for Plumsail Org Chart (Microsoft Graph, Presence.Read.All and Microsoft Graph, User.Read.All):

3. Select and approve both pending requests:

Enable vacancies

In the Advanced data source settings, you can enable vacancies. They are stored in a separate SharePoint list. The list will be created automatically at the specified Vacancies list server relative URL.

Searchable fields

There is a limited number of searchable fields for the Entra ID data source:

• department

• displayName

• givenName

• jobTitle

• mail

• surname

• userPrincipalName

Note

Go to the next available data source – User profiles. You can also check out a blog post that covers how to create and automate an Org Chart from Entra ID (formerly Active Directory) for SharePoint and Microsoft Teams, export it, and keep it up to date.