Getting started
Configuration wizard
- Open configuration wizard
- Data source
- Views and filtration
- Design
- Templates
- Custom code
- General
- Reset configuration
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
- Display dotted-line managers (SharePoint list)
- Display dotted-line managers (Entra ID)
- Display dotted-line managers (User Profiles)
- Display dotted-line managers (Excel/CSV)
- Display assistants (SharePoint list)
- Display assistants (Entra ID)
- Display assistants (User Profiles)
- Display assistants (Excel/CSV)
- Display vacancies
Filter and order boxes
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 skin
- 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
Installation for SharePoint 2013 / 2016
Installation
Download setup file and run it on one of the servers in your SharePoint 2019/SE farm as Farm Administrator. Follow the wizard steps.
Go to your application. Select Site Settings item in the root of the site collection in Site Actions menu. Choose Site collection features in Site Collection Administration section:

Activate Plumsail Org Chart feature if it is not activated.

Adding web part to a page
Navigate to the page where you want to install your Web part.
Click Edit at the SharePoint 2013 site ribbon.

Choose the place where you wish to add your web part and in the Insert tab click Plumsail Org Chart.

Click Save at the page ribbon. Message with link to configuration wizard will appear in Org Chart Web part:
