OrgChart Now Help Guide

Workbench Menu

Note

Audience: Any User Edition: Enterprise & Premium

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Overview

The Workbench Menu allows you to access the Workbench module. In the workbench module, you can create and update org chart documents. Documents can be customized as needed. You can add, update, move, delete boxes and change presentation options. Documents can be saved, opened, closed, exported an even synchronized with source data.

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OrgChart Builder

OrgChart Builder allows you to take a snapshot of any subset of the current master chart. This snapshot can then be edited in the OrgChart Workbench Module.

OrgChart Workbench

Launch the OrgChart Workbench Module. A blank document is displayed after launch.

Caution

Access to the workbench is controlled by your access group. Contact your administrator to request access to the workbench.

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