OrgChart Now Help Guide

Account Settings: UI Profiles

Audience

Audience: Administrator Users Edition: Enterprise & Premium

Overview

UI (User Interface) Profiles allow you to control a user's access to functionality within OrgChart Now.

When a user logs into OrgChart Now, the user is assigned an Access Group. One of the options within an Access Group is to designate a UI Profile.

Accessing UI Profile Settings

Select More > Account Settings and then select the UI Profiles option.

UI Profiles

The UI Profiles page allows you to create, delete, and update UI Profiles. The following options are available:

Select Profile

Use the drop down to switch between UI Profiles.

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Create a new UI Profile.

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Rename, copy, or delete the current UI Profile.

The 'Default' UI Profile cannot be renamed or deleted.

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UI Profile Options:

The following options allow you to control the user experience for a given Access Group:

Enable Excel Export

Allows export of chart data to Excel.

Enable File Manager

Allow access to the File Manager in OrgChart Workbench.File Manager

Publish

Allow export of charts (to formats including: PDF, PowerPoint, SVG, PNG, or JPEG).

Include Profile Panel

Allow access to the Profile Panel.

Include Subchart PanelChanging Subcharts

Allow access to the Subchart Panel.Changing Subcharts

Search

Allow access to Search functionality.

Directory

Enable Directory Mode in OrgChart Viewer.

PlanningCollaborative Planning

Enable Planning Mode in OrgChart Viewer.

User must have a Read/Write or Administrator seat and the Collaborative Planning module must be active.Collaborative Planning

About

Allow access to the About box.

Sign Out

Checking this box will allow users to access the Sign Out function in Viewer, accessed under the More icon in the OrgChart Viewer toolbar.

This option is typically disabled when Single Sign On is used.

Enable Mouse Wheel

Allow mouse wheel to scroll or zoom org charts. This option sometimes needs to be unchecked when OrgChart is embedded in an intranet site.

Show Filenames

Show the file name of the current OrgChart document. This option is typically unchecked for Read Only users that only have access to a single OrgChart document.

This option is only applicable within OrgChart Workbench.

Grid

Enable Grid functionality in OrgChart Viewer.

Show Username

Show current user's username. This option is typically unchecked when Single Sign On is used.

Hover Profile

Enable hover profiles (if configured). A hover profile is a baseball card that is shown when the user moves their mouse over a chart box.

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