How to open configuration wizard


For the versions earlier than 4.x.x (including on-premises ones), please follow this instruction.

Once you added the web part to your page, you can see the message asking you to configure the web part.

New web part configuration

If you need to change settings of an already configured web part, open the page in edit mode. Then click the Configure button at the top right corner.

Existing web part configuration

On classic SharePoint pages, the button is available only if you edit the web part.

Web part configuration on a classic page

After finishing the configuration, it is necessary to click an OK or Apply button.

Apply the configuration

If you created an app page with Org Chart, the configuration wizard will be available on the page details pane.

Web part configuration on an app page


Go to the first step of the configuration wizard Data source.