Display assistants in Org Chart for SharePoint and Microsoft Teams (Entra ID)

In this article, we’ll review how to display assistants in the Plumsail Org Chart with Entra ID data source.

This is how an assistant looks in the “Classic top to bottom” layout. They may be positioned in a different way in other layouts.

By default, there is no mapping for assistants. To display the assistants, change the mappings in the configuration wizard and select the custom profile property that stores information about them.

Next, we’ll review where the data for assistants comes from.

Data source for assistants in Entra ID

The most common scenario is when attributes are filled in Active Directory On-Premises, and then they are synced to Entra ID and mapped to Extension Attributes.

Note

Please read more about Microsoft Entra Connect Sync.

In addition to synchronization from Active Directory On-Premises there is another way to set attributes: set extension attributes manually in the Exchange Online Admin Center.

Select the contact and open the properties. Then go to Others and click on Custom attributes.

Add the assistant email to the attribute and save the settings.

Note

Check out how to display assistants for the User profiles, SharePoint list, and Excel/CSV data sources.