Getting started

• Installation
• License activation
• Quick configuration

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

• 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 › How to change Org Chart skin in SharePoint and Microsoft Teams

Change Org Chart skin in SharePoint and Microsoft Teams

Plumsail Org Chart can change skins. You can choose from 21 beautiful skins. In this article I will describe some of them in more detail, then I will describe how to change Org Chart skin

Skin samples:

Now your Org Chart might look amazing, like this:

Skins adapted for mobile devices

We also introduced two touch adapted skins MetroTouch and BlackMetroTouch. The main difference between these two and other skins is the large expandcollapse buttons, and you still can navigate with dragging. It is not a problem to touch them from a mobile device now. You can create a page for mobile devices, place Org Chart web part there and specify MetroTouch or BlackMetroTouch skin.

MetroTouch skin:

BlackMetroTouch skin:

Follow these instructions to change Org Chart skin

Open page with Org Chart web part for edit:

Click pencil icon at the left side of your web part. It will open property pane:

Click Open Config Wizard in the property pane and choose General settings section in it:

Then choose skin you need and click Finish:

List of all skins:

• Modern

• Black

• Black metro touch

• Light gray

• Silver

• Silk

• Forest

• Glow

• Hay

• Metro

• Metro touch

• Office

• Office black

• Office blue

• Outlook

• Simple

• Sunset

• Vista

• Web 2.0

• Web blue

• Windows7