Org chart

Content:

1. How to use the org chart?
2. Configuration of the org chart

How to use the org chart?

Every user has access to the org chart. You can find it in the Communicate section.

On the left you can see the list of groups of users. You can browse through the structure and check who is in which group.

When you click a user's profile it will expand and you will be able to see more information.

At the top you can find a search bar. You can search for a specific user by any information available in their profile.

Configuration of the org chart

There are two things you need to configure in the org chart. You have to choose which groups will be displayed on the left side and information available in users’ profiles.

To choose a group to be displayed, go to Employees > Groups and folders. Click the name of a group, then click the three dots in the upper right corner and choose Group settings.

In the settings tick the Show this group and its subgroups on the org chart box and save changes. The group is now visible for users.

Information visible in profiles can be changed in Configuration > Security > User fields

Here, go to the Fields available in user profile tab and choose the middle option, Fields available to other users in public profiles.

On the left you can see fields that are not yet displayed and on the right are fields already displayed. You can move them left and right and then save.

If these fields are filled in profiles, they are now visible.