How to open configuration wizard

Modern pages

After you add the web part to your page, a message prompts you to configure it.

Configure Org Chart web part on a modern page

To change settings of an already configured web part, open the page in edit mode. Then click Configure in the top-right corner.

Open Org Chart configuration on a modern page

Microsoft Teams tab

If you added Org Chart as a Microsoft Teams tab, click Configuration wizard.

Open Org Chart configuration in Microsoft Teams

To open the configuration wizard again, click the Plumsail Org Chart tab title, then select Settings.

Open Org Chart tab settings in Microsoft Teams

Classic pages

On classic SharePoint pages, open the page in edit mode and edit the web part to access its settings.

Edit Org Chart web part on a classic page

After you finish the configuration, click OK or Apply to save the changes.

Apply configuration changes on a classic page

Note

Go to the first step of the configuration wizard: Data source.