OrgChart Now Help Guide

Account Settings: Chart Management

Audience

Audience: Administrators Edition: Enterprise & Premium

Overview

Multiple master charts can be loaded into OrgChart Viewer. The Chart Management panel allows you to add, remove, and update master chart entries.

Accessing Chart Management

Select More > Account Settings and then select the Chart Management option.

Chart Management Options

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Create a new master chart.

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Create a copy the selected master chart.

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Re-order master charts.

To edit a master chart's properties, hover your mouse over a master chart entry.

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The following options are displayed:

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Rename master chart.

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Set master chart as the default chart. The default master chart is automatically displayed when a user logs into OrgChart.

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Configure a master chart settings. See Chart Settings for more information.

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Delete master chart.

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