Installation for Office 365

Note: If you use Org Chart version 2 for classic pages you can find installation instructions here.

Download the add-in from our website.

Install add-in to App Catalog

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.

Open Office 365 admin center:

Open Admin Center

Navigate to SharePoint Admin Center:

OpenSharePointAdminCenter

Open ‘App catalog’:

Open 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.

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.

If you use modern SharePoint pages

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

Add Modern Org Chart WebPart

Once you added the web part you can configure it.

If you use classic SharePoint pages

Open your page in the edit mode.

Click ‘Insert → Web Part’.

Pick ‘Plumsail’ category in the list of web part categories.

Select ‘Plumsail Org Chart’ web part and click ‘Add’:

Insert Classic SPFx Web Part

Once you added the web part you can configure it.