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

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 User Profiles 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 User Profiles data source

Single assistant

Assistants are enabled by default. The Assistant user profile property is already mapped in Org Chart:

Org Chart field mapping settings showing the Assistant user profile property

Org Chart uses the standard SharePoint Assistant user profile property to retrieve assistant information for employees. If assistant data is stored in a different property, update the mapping accordingly.

Note

This property supports only one assistant per employee.

To disable assistants, select None for the Assistant ID mapping.

Multiple assistants

To support multiple assistants, create a custom user profile property:

SharePoint User Profile property settings for creating a custom assistant property

Next, map the custom property in Org Chart:

Org Chart mapping settings showing the custom Multiple-Assistants property

After creating the property, enter assistant email addresses as a semicolon-separated list. For example, assist1@contoso.com; assist2@contoso.com; assist3@contoso.com

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

Note

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