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 IDs of the accordant users in Entra ID. Once you configured it, you can go through the wizard and click the finish button.

Approve API access

Before using the data source, you need to approve an API access request, allowing the Plumsail OrgChart SPFx package to access users’ accounts in Entra ID (formerly Azure AD). These are the steps.

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

2. In the SharePoint admin center expand the “Advanced section” and click on “API access”. You’ll see a pending request for Plumsail Org Chart.

3. Select the pending request and approve it.

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 URL.