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 dotted-line managers in Org Chart for SharePoint and Microsoft Teams (Entra ID)
Org Chart supports displaying dotted-line managers for organizations with matrix reporting structures, where employees may report to both direct and secondary managers.
This article explains how to configure dotted-line managers when using Entra ID as the data source.
If an employee has a dotted-line manager, a navigation button appears next to the employee card.
Note
Entra ID does not support multiple assistants and dotted line subordinates.
Data source for dotted-line managers in Entra ID
Dotted-line managers are not mapped by default for the Entra ID data source.
To display them, open the configuration wizard and map the dotted-line manager field to the custom Entra ID profile property that stores their values.
In most cases, custom attributes are managed in on-premises Active Directory and synchronized to Entra ID as extension attributes.
Note
For more information, see Microsoft Entra Connect Sync.
You can also configure extension attributes manually in the Exchange Online Admin Center instead of synchronizing them from on-premises Active Directory.
Open the user properties, go to Others, and select Custom attributes.
Enter the dotted-line manager’s user principal name (UPN) in the attribute field and save the changes.
Finally, clear the Org Chart cache to reload the updated data. Changes may take some time to impact.
Note
Check out how to display dotted-line managers for the User profiles, SharePoint list, and Excel/CSV data sources. You can also refer to the blog post that covers all these scenarios in one place with examples and visuals.