OrgChart Now Help Guide

Web Publishing

Audience

Audience: Any User Edition: Enterprise & Premium

Overview

You can use thePublish to Web option to create URLs. This is useful for:

  • Bookmarking in your browser

  • Sharing via email

  • Embedding in a public or private website

Published URL content is automatically updated whenever the linked chart document is updated. This means that your intranet org charts are automatically synchronized with your HR System.

Opening Publish to Web

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Select Home > Publish to Web.

Tip

If the Publish to Web option is not displayed, you may need to hit this arrow outlined in red to make it visible.

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Using Publish to Web

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Public - Chart can be accessed by anyone on the internet.

Private - Chart can only be accessed by someone with a valid User ID (email used for OrgChart Now).

Restricted - Chart can only be accessed from a specific set of intranet sites (e.g. embedded in your SharePoint Site).

Launch Mode

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User ID

User email used to log into OrgChart Now.

Directory

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Filename

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Zoom

Set the zoom for users with this link.

Enable File Manager

Toggle ability to use File Manager for users with this link.

Enable Excel Export

Toggle ability to use Excel Export for users with this link.

Enable Publishing

Toggle ability to use Publishing for users with this link.

Enable Mouse Wheel

Toggle ability to use Mouse Wheel for users with this link.

Include Profile Panel

Toggle inclusion of Profile Panel for users with this link.

Include Subchart Panel

Toggle inclusion of Subchart Panel for users with this link.

Background Color

Select the background color for users with this link.

Initial Tab

Set the initial tab for users with this link.

Division

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Top Box

Set the top box displayed for users with this link.

Parameters

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SAML Deep Link

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Entity ID

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Result

Link will be displayed in this box after generation.

Generate Link

Generate a link to your specified parameters.

Test Link

Open the generated link in a new tab.

Copy Link

Copy the link to your clipboard.

Note

All HTML based intranet platforms are supported. Examples include Google Sites, WordPress Sites,SharePoint Sites and HR Systems such as PeopleHR.