Entra ID

Configure data source

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 like this.

Mapping defines the connection between an Org Chart field and an Entra ID field. Data from the corresponding field will be used by Org Chart. Assitant ID and Dotted manager ID are optional fields and should contain the IDs of the corresponding users in Entra ID. Once you 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 displaying vacancies. They are stored in a separate SharePoint list. The list will be created automatically at specified Vacancies list server relative URL.