Getting started
Configuration wizard
HTML templates
JavaScript framework
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
Display different types of employees
Filter and order boxes
- Create and manage filtered views
- Order employees boxes using a custom field
- Group 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 theme
- 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
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:
Example with multiple assistants:
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 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:
Next, map the custom property in Org Chart:
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.