Documentation › Display dotted-line managers in Org Chart for SharePoint and Microsoft Teams › Display dotted-line managers in Org Chart for SharePoint and Microsoft Teams (User profiles)

Display dotted-line managers 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 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 User profiles as the data source.

Note

Each employee can have one direct manager and multiple dotted-line managers.

If an employee has a dotted-line manager, a navigation button appears next to the employee card.

Use this button to navigate to the dotted-line manager. If multiple dotted-line managers are configured, the button opens the first manager listed in the field.

Chart including an employee box with a navigation button linking to a dotted-line manager

Dotted-line managers for User profiles data source

If you use the User profiles as data source, map the property in the Data source step of the configuration wizard:

Org Chart field mapping settings for dotted-line manager property

To disable dotted-line managers, select None for the Dotted manager ID mapping.

How to add support for multiple dotted-line managers for User profiles data source

To support multiple dotted-line managers per employee, create a custom user profile property.

Next, map the custom property in Org Chart and enter dotted-line manager email addresses as a semicolon-separated list. For example, assist1@contoso.com; assist2@contoso.com; assist3@contoso.com

Org Chart supports the following user profile property types:

  • String (Single Value)

  • String (Multi Value)

  • E-mail

  • Person: supports only one value. Use another property type to configure multiple dotted-line managers.

SharePoint Online search configuration

Note

If dotted-line subordinates still do not appear after completing the steps below, see the troubleshooting steps.

Org Chart relies on SharePoint search to resolve dotted-line relationships. By default, custom user profile properties are not available through managed search properties. That is why additional SharePoint search configuration is required for dotted-line managers stored in custom user profile properties.

To make dotted-line managers searchable, create a managed search property for the user profile field that stores dotted-line manager values.

Important: The managed search property must be named DottedLineManager.

For detailed setup instructions, see how to create a managed search property for user profiles in Office 365.

After the property is created, SharePoint search may require several hours to crawl the data and apply the new configuration. Once indexing is complete, clear the Org Chart cache to reload the updated data.

Note

Check out how to display dotted-line managers for the Entra ID, SharePoint list, and Excel/CSV data sources. You can also refer to the blog post that combines all these scenarios in one place with examples and visuals.