Getting started

• Installation
• License activation
• Quick configuration
• Box options

Configuration wizard

• Open configuration wizard
• Data source
• 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

• Popular customization 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 › Quick configuration

Quick configuration

Note

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

Once you added the web part to your SharePoint page or to a Microsoft Teams tab, you can see the message asking you to configure the web part.

Most options in the configuration wizard are prefilled.

You only need to configure the data source (the first step), then go through the wizard and click Finish to complete the quick configuration.

After that, proceed to Box options to customize box orientation, styles, and formatting.

Hint

Read Advanced Web Part configuration for more customization options.

You can choose one of the following data sources:

SharePoint list

If you choose SharePoint list as a data source, it will be configured to create a new list with demo data by default. You only need to fill List name.

If you want to use an existing SharePoint list, you can choose it in the drop-down list. Then you will have to specify mapping for list fields required for building a correct hierarchy. The interface for mapping looks like this.

Mapping defines the connection between Org Chart and list fields. Org Chart will use the data from the corresponding list field, for example, you can specify the mapping between Employee ID and list item ID.

Employee ID, Manager ID and Employee name mappings are required, you can leave other mappings empty. Once you configure it, you can go through the wizard and click Finish.

Employee ID and Manager ID are used to build hierarchy. Employee name is used as display text for entities in the org chart. For example, you will see Employee name in the breadcrumb.

Entra ID / User profiles

If you choose Entra ID or User profiles as a data source, no additional configuration is needed, just go through the wizard until the end.

Excel / CSV

If you select Excel / CSV as a data source, you can pick a file from your site:

As with a SharePoint list data source, you need to configure mapping for the file columns that are required to build the hierarchy correctly.

You can change these settings later, but they are available to Full Control users only.