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

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

This is how assistants look in “Classic top to bottom” layout. They may be positioned in a different way in other layouts.

Single assistant:

Multiple assistants:

Display assistants for SharePoint user profiles data source

Single assistant

Assistants are enabled by default and you can see that Assistant user profile mapping is specified:

Org Chart uses the standard SharePoint Assistant user profile property to get information about the assistant of an employee. If you store information about assistants in a separate property, you can change this mapping here.

If you want to disable assistants, just pick None in the Assistant mapping on this step.

Multiple assistants

By default, Org Chart uses standard “Assistant” property from SharePoint user profiles. It allows you to specify only one assistant per employee. If you want to specify multiple assistants, you need to create a new custom user profile property:

Then, select it in the Org Chart mapping:

Once you have a new property for assistants, you can fill it with semicolon separated list of assistants. Also, you may need to clear Org Chart cache to load fresh data.

Example: assist1@contoso.com; assist2@contoso.com; assist3@contoso.com

Note

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