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

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.

Note

Entra ID data source doesn’t support multiple assistants and dotted line subordinates.

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.