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:

Admin center

Go to ‘More features’ - ‘Apps’

SharePoint Apps

Open App catalog:

App catalog

If you don’t have App Catalog yet, you will be able to create a new one:

Create App catalog

Just fill in Title, Web Site Address, Administrator and Storage Quota and click OK. For example:

  • Title – App Catalog Site

  • Web Site address – AppCatalog

  • Administrator – Fill in your account name

  • Storage Quota – 10 GB

Create App catalog site collection

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

Upload app to catalog

You need to select “Make this solution available to all sites in the organization” in the dialog. Once you did this you can add a web part to a page.

OrgChart trust

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 to the App Catalog the whole .sppkg file without unpacking it):

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