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

Note

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

Org Chart supports displaying assistants alongside employees in the organizational hierarchy. This article explains how to configure assistants when using a SharePoint list as the data source.

The following examples show how assistants appear in the Classic top-to-bottom layout. Assistant placement may vary depending on the selected layout.

Example with a single assistant:

Org Chart showing one assistant connected to an employee

Example with multiple assistants:

Org Chart showing four assistants connected to an employee

Display assistants for SharePoint list data source

The configuration depends on whether each employee can have one assistant or multiple assistants. Choose the setup that matches your SharePoint list structure.

Single assistant

Create a SharePoint list column to store the assistant’s ID or email address. In this example, a separate Single line of text column named Assistant Email is used.

SharePoint list column settings for storing assistant email addresses

Next, map the Org Chart fields to the corresponding SharePoint list columns:

Org Chart field mapping configuration for the Assistant ID column

Multiple assistants

To assign multiple assistants to an employee, use one of the following approaches:

  1. Create a multi-value lookup column instead of a regular lookup column to select multiple assistants.

  2. Alternatively, create a Single line of text column and enter assistant IDs or email addresses as a semicolon-separated list.

    Examples:

    • 1; 2; 14; 18 when using numeric employee IDs.

    • assist1@contoso.com; assist2@contoso.com; assist3@contoso.com when using email addresses (account names) as employee IDs.

After creating the column, map the Assistant ID field in Org Chart settings to that column.

Finally, clear the Org Chart cache to reload the updated data.

Note

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