OrgChart Now Help Guide

Table of Contents

Account Settings

Audience

Audience: Administrators

Overview

Account Settings allows Administrators to configure the user experience for each user in the account.

Accessing Account Settings

Click on More > Account Settings.

By default, the General menu is displayed.

Click on another option in the left side menu to navigate to a different Account Settings panel.

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Account Settings Panels

The settings configured in Account Settings are applied ubiquitously across the account.

Panel

Description

General

Set which module is launched upon login, and view Administration details about your account.

Chart Management

Create additional Master Charts, and oversee Chart Documents in OrgChart Viewer.

Theme

Customize various aspects of the OrgChart user interface.

Access Groups

Create and modify groups, controlling access to functionality, folders, Master Charts, Views, Fields, and even Branches.

Security

Create and modify Row-Level and Branch Level security profiles that can be used when configuring Access Groups.

Authorization

Configure Restricted Link access and automated Role and Access Group assignment..

Manage Users

Create and modify users, as well as their user experience within OrgChart Now.

UI Profiles

Create and modify profiles dictating the modules available for users to access.

Checkpoints

Backup or restore OrgChart Viewer configurations.