Installation for Office 365

Installation

Download the add-in from our website.

Org Chart is a SharePoint Framework add-in that allows you to visualize organization structure on both classic and modern SharePoint pages. Unfortunately, SharePoint Store doesn’t support the installation of SharePoint Framework add-ins. That is why you need to install add-in manually.

You have to be a SharePoint administrator to complete the installation. If you don’t see some menus from the instruction below, most likely you are not a SharePoint administrator. Please contact your administrator to assist with the installation.

Navigate to SharePoint Admin Center (/_layouts/15/online/AdminHome.aspx/):

Admin center

Go to ‘More features’ - ‘Apps’

SharePoint Apps

Navigate to Manage apps and upload Add-in package that you downloaded at the beginning of this instruction (you need to upload the entire .sppkg file without unpacking it):

Upload app to catalog

You need to select “Enable this app and add it to all sites” in the popup window and click “Enable app”. Once you did this you can add a web part to a page.

OrgChart enable app

If you don’t want to make this app availalbe on all sites, you will need to add app to each site manually.

Adding web part to a page

Navigate to the page where you want to add an org chart.

Note

If you use “Classic” SharePoint pages follow this instruction to add web part to a page.

Pick Plumsail Org Chart web part from the menu to add it to your page:

Add web part

Once you added the web part you can configure it.

Update

  1. Download the add-in from our website.

  2. Navigate to Apps for SharePoint and upload Add-in package that you downloaded at the beginning of this instruction (you need to upload the entire .sppkg file without unpacking it):

Upload app to catalog
  1. The package version will be updated after that.