Installation for Microsoft 365
Org Chart is a SharePoint Framework solution that allows you to visualize organization structure on both classic and modern SharePoint pages. This article guides you through the installation process and gives you important tips to stay updated with our latest features.
After installation, you can add Org Chart to a regular SharePoint page, give it a full-width page of its own, or add it to Microsoft Teams. To give users an app-like experience from the start, see Add to full-width SharePoint page.
Note
You have to be a SharePoint administrator to complete the installation. If you don’t see some of the options mentioned below, most likely you don’t have the required permissions. Please contact your administrator to assist you with.
Installation using Microsoft Store
Navigate to Plumsail Org Chart page in Microsoft Store.
Click Get it now and Add to App site.
Then continue with the steps mentioned below in the Grant permissions section.
Manual installation
Download the installation file from our website. You’ll need to select the Microsoft 365 version and enter your email address.
You can find the download link located at the end of the Installation section.
Navigate to SharePoint Admin Center and go to More features → Apps
Navigate to Manage apps and upload the .sppkg file downloaded at the beginning of these instructions (without unpacking it):
Then continue with the steps mentioned below in the Grant permissions section.
Grant permissions
Important
Due to SharePoint Online Content Security Policy requirements, older versions of Plumsail Org Chart may require adding the Plumsail CDN to Trusted script sources manually.
In version 4.2.25 and later, SharePoint prompts you to trust the Plumsail CDN during deployment.
To make Plumsail Org Chart available across your tenant:
select Enable this app and add it to all sites in the popup window
select Add to Teams
click Enable app (or Add, depending on your installation)
The app becomes available to all users.
To limit access to a specific department or team, select Only enable this app. This ensures Plumsail Org Chart is visible to relevant users, not everyone.
Then add the app to each site manually.
Note
Additional steps are required to enable the Entra ID (formerly Azure AD) data source. Please refer to our documentation.
Add to regular SharePoint 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:
Once you added the web part you can configure it.
Add to full-width SharePoint page
You can display Org Chart at full size from the start by adding it as a SharePoint app page. The chart gets a dedicated page and uses the available space, giving users an app-like experience inside SharePoint. This option is available on both Communication and Team sites.
On Communication sites, you can also add Org Chart to a full-width section of a regular page.
See How to make Org Chart use the full width of the page for instructions for both options.
Add to Microsoft Teams
Add a new tab and then select Apps.
Search for Plumsail Org Chart, select it and save the settings.
Once you have added the tab, open the configuration wizard and proceed to configuration.
Update
Keep Plumsail Org Chart updated to access the latest features and improvements.
See the update instructions based on your installation method: