Documentation

Organization Chart settings

On this page you will find instructions on how to use the Organizational Chart Viewer administration page. For an overview of the Org Chart from a user perspective, see Organization Chart.

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On the Organizational Chart Viewer admin page, you can select who will be at the top of the Org Chart, which person the Org Chart will focus on when opened, how many levels of the Org Chart will show by default, and what information will be displayed about people when you hover over their photo and when you click on it.

In order for the Org Chart to be available for viewing, you need to set who the top level staff member is.

Set up the Organization Chart Viewer

To access these settings, go to the Administration Panel: Users & security section > Organizational Chart Viewer page.

Set top level staff

Your top level staff is the person or people who should appear on the top level of the Org Chart Viewer.
  1. Go to Administration Panel: Users & security section > Organizational Chart Viewer page.
  2. Click in the box under Top level staff and start typing the name of the person you want to be on the top level. Click on the person you want when you see them in the dropdown menu that opens. The name of the person you have selected will appear below the box.

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  3. To add multiple top level staff members, do step 2 again. You will see their names appear in a list below the entry box.
  4. If you want to remove a top level staff member that you have selected, click the X to the right of their name.

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  5. For multiple top level staff members, drag and drop their names to re-order how they will appear in the chart from left to right.
  6. Click Save at the bottom of the page.

Set focal user

The focal user is the person the Org Chart will focus on when it is opened by clicking Org Chart Viewer in the top right of the People Directory, or when the Reset button is clicked while viewing the Org Chart. If the Org Chart is opened from a user's profile page, or from the icon beside a specific user's entry in the People Directory, the Org Chart will focus on that user.

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You must set a top level staff member before the Set focal user section appears. The first top level staff member added will automatically become the focal user.

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  1. Go to Administration Panel: Users & security section > Organizational Chart Viewer page.
  2. Once you add a top level staff member, that person will automatically be chosen as the focal user. To select a different focal user, first click the X beside the name in the Set focal user box.
  3. Click in the Set focal user box and start typing the name of the person you want to be on the top level. Click on the person you want when you see them in the dropdown menu that opens. The name of the person you have selected will show in the box.
  4. Click Save at the bottom of the page.

Default display levels

This is the number of levels that will be displayed in the Organization Chart. Additional levels will initially be shown collapsed, until they are clicked on or zoomed in on.

Bottom level is collapsed, showing number of people in this level section
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  1. Go to Administration Panel: Users & security section > Organizational Chart Viewer page.
  2. Click the dropdown menu under the Default display levels heading.

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  3. Select the number of levels you want to display from the dropdown menu.
  4. Click Save at the bottom of the page.

Customize display information on hover and display card

In the Org Chart Viewer, when you hover over a person's photo, an information bubble appears showing the person's name and up to three rows of information. When you click on a person's photo, a card appears that shows the person's name, profile photo, profile cover photo, and other information. What information fields display in these places is selected by the intranet administrator. The chosen fields must be filled out on users' profiles in order to display in the Org Chart.

Hover display

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Card display
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  1. Go to Administration Panel: Users & security section > Organizational Chart Viewer page.
  2. Find the headings Display card and Hover display. The default information fields will be showing.
  3. To add a field, click Add field, click in the field that appears, and choose the information field that you want from the dropdown menu.

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  4. To remove a field, click the garbage can icon on the right of the field.
  5. To reorder the fields, drag and drop the fields into the order that you want.
  6. Click Save at the bottom of the page.

Remove View Org Chart link from profiles

A link to view the Org Chart is one of the fields that shows in the Relationships & Groups tab on profile pages. You can remove that link from profile pages if you wish.
  1. Go to the Administration panel: Content section > Profile details page.
  2. Under the Relationships & groups section, find the View in Org Chart field.
  3. Click the gear icon beside the View in Org Chart field. The Edit field window will appear.
  4. Uncheck the box Display field to hide the View Org Chart link from profile pages.
  5. Click Save in the Edit field window.
  6. Click Save at the bottom of the page.