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OrgChart Now Help Guide

Manage Users

Audience

Audience: Administrators

Overview

The Manage Users panel allows an administrator to add new users, modify users' assigned Role and Access Group, and delete users from the app.

Accessing Manage User Settings

Click on the Mode Switcher icon in the Top Toolbar, and then select the Setup option. The Setup panel is displayed.

Click on the Account Settings tile.

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Select the Manage Users option from the left side menu.

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Creating a New User

Users can be added to the OrgChart application in several ways:

To manually create a user, follow these instructions:

  1. Click on the New User button in the Chart Management panel.

  2. Enter the following information:

    1. User ID - ID of the user. Generally, the user's PersonID or email address.

    2. Name - Name of the user.

    3. Email Address - Valid email address of the user (required to reset or change password).

    4. Role - Read Only, Read/Write, or Administrator (See Role Types below).

    5. Access Group- Access Group to be assigned to user. Access Groups control access to application functionality and data.

Editing a User

Mouse over a user to access the following options:

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Modify User details (i.e. Email Address, Name, etc.) , Role, or Access Group.
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Delete a user.

Note

Administrators cannot delete their own account. You must create a new administrator or have another administrator delete the account.

Role Types

The following roles are available:

  • Read Only - User can view, search, and export org charts but cannot modify org chart or change presentation options.

  • Read/Write - All Read Only capabilities plus user can create charts, modify presentation options, participate in workforce planning (e.g. Planning) exercises, and manually refresh Master Charts.

  • Administrator - All Read/Write capabilities plus access to all administrator functions (e.g. Manage Users, Chart Settings, and Account Settings).

Note

Read/Write users can only refresh Master Charts if the UI Profile assigned to their Access Group enables the Allow R/W User to Refresh Master Charts function.

Administrators can manually refresh Master Charts by default.

Additional Options

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Filter users based on role type (Read Only, Read/Write, Administrator) and Access Group.
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Download an Excel report containing a list of all user details.

Find search box

Search for an existing user.

New User button

Create a new user.