Display dotted-line managers in Org Chart for SharePoint and Microsoft Teams (Entra ID)

In this article, we’ll review how to display dotted-line reports in the Plumsail Org Chart with Entra ID data source. It is quite a common scenario for companies with a matrix organization structure when there are direct managers and dotted-line managers.

As Plumsail Org Chart displays hierarchy, but not matrix, it is important to understand how dotted-line reports appear in the visualization. Please take a look at the example below.

If a solid line employee has a dotted-line manager, there will be displayed a small button next to the solid line box. It allows you to quickly navigate from the solid box to a dotted-line manager.

By default, there is no mapping for dotted-line managers. To display the dotted-line managers, change the mappings in the configuration wizard and select the custom profile property that stores information about them.

Next, we’ll review where the data for dotted-line managers comes from.

Data source for dotted-line managers in Entra ID

The most common scenario is when attributes are filled in Active Directory On-Premises, and then they are synced to Entra ID and mapped to Extension Attributes.

Note

Please read more about Microsoft Entra Connect Sync.

In addition to synchronization from Active Directory On-Premises there is another way to set attributes: set extension attributes manually in the Exchange Online Admin Center.

Select the contact and open the properties. Then go to Others and click on Custom attributes.

Add the dotted-line manager email to the attribute and save the settings.

Note

Check out how to display dotted-line managers for the User profiles, SharePoint list, and Excel/CSV data sources.