OrgChart Now Help Guide

Table of Contents

OrgChart Viewer

Audience

Audience: Any User Edition: Enterprise & Premium

Overview

The OrgChart Viewer is a read only interface for navigating , searching and exporting organizational charts.

Quick Reference Guide

A one page quick reference guide is available here.

User Interface

The OrgChart viewer user interface is organized into various tools in the Top Toolbar. These tools contain dropdown lists with various functions. The display area is where changes to your org chart will be shown.

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Viewer Toolbar

The following tools can be found in the Viewer Toolbar

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Chart Mode

Display the current master chart

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Directory Mode

Search for records using a tabular view

Planner.png

Planning ModeCollaborative Planning

Access the collaborative planning module

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Options

Change presentation options including org chart visualization and number of org charts levels show.

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Export

Export to formats including PDF, PPT, PNG, JPG, SVG and EXCEL

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Profile

View the profile information in a baseball card style that contains additional information about the selected box

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Search

Search for records within your org chart

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SubchartsSubcharts

View the entire chart as an expandable table of contents.

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Grid

Display a tabular list that corresponds to the shown org chart

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Shortcuts

Quickly navigate to a specific department or location

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Workbench

Take a snapshot of a chart and then edit in the Workbench

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More

Access various admin tools

Notice

Depending on your authorizations and the account setup some of the tools may not be available to you.