OrgChart Now Help Guide

Checkpoints

Audience

Audience: Administrators

Overview

The Checkpoints panel allows Administrators to create and manage their Checkpoints.

Checkpoints can be used to backup or restore your OrgChart in Viewer mode.

Accessing Checkpoints

Select More > Account Settings and then select the Checkpoints option from the left side menu.Account Settings

5_2_1_AS_Checkpoints_Arrow.png

Checkpoint Options

The following options are available in the Checkpoints panel:

New button

Create a new checkpoint based on the current Viewer configuration.

Load button

Load OrgChart Viewer configuration from the selected checkpoint.

Mouse over a checkpoint to access available options.

5_2_AccountSettings_AdditionalCheckpointOptions.png
5_2_1_FilterBox.png

Select a checkpoint. Clicking on the Load button will reset configuration to this checkpoint.

Rename_newicon.png

Click to rename checkpoint.

Download_Icon.png

Download checkpoint from cloud storage to your Computer. You can upload a checkpoint from your computer by dragging a checkpoint file from Windows Explorer (or Mac File Explorer) to the checkpoints page.

5_2_1_Trash_nofill.png

Delete a checkpoint. Deleted checkpoints cannot be recovered.

Checkpoint Scope

Checkpoints contain all configuration data for Master Charts configured within your account.

Checkpoints do not contain Account Settings (e.g. user accounts, security settings, theme settings, etc.).

Related Links