OrgChart Now Help Guide

Web Publishing

Audience

Audience: Any User Edition: Enterprise & Premium

Overview

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

  • Bookmarking an org chart in your browser

  • Sharing an org chart via email

  • Embedding an org chart 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 > Web.

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Tip

If the Publish to Web option is not displayed, you may need to hit this arrow to the right of the Excel icon to make it visible.

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Using Publish to Web

Caution

Some features listed below are only available to Enterprise or Premium edition users.

Link Type
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Public - Chart can be accessed by anyone who clicks on the generated link.

Private - Chart can only be accessed by someone with a valid User ID (email used for OrgChart Now) who clicks on the generated link.

Restricted - Chart can only be accessed by clicking on the generated link embedded on a whitelisted web page (e.g.SharePoint site or Intranet). Admin must configure a Restricted Link user in order to whitelist a web page. Reference the Account Settings: Authorization article for more information on configuring Restricted Link users.

Launch Configuration
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Launch Mode

Select which tool or module will be opened:

  • Viewer - Chart: A Master Chart in Viewer

  • Viewer - Directory: Open to the Directory module

  • Workbench - Portal: Open a Workbench chart

  • Workbench - Editor: Open to an editable Workbench chart

Launch To

Launch to a specific chart, or chart document.

UserID

UserID associated with the generated link. This will apply the chosen user's security overlays and permissions.

Directory

Name of folder where the file selected to open upon launch is stored in File Manager.

Filename

Name of file selected to open upon launch.

Presentation

Use UI Profile

Apply UI permissions of the chosen UI Profile when the link is accessed.

A UI Profile is a configurable set of UI permissions, which allows admin to turn on/off certain UI aspects. For example, a UI profile may or may not allow users to access the Search function or Profile panel. UI profiles can be altered by admin at any time, in order to add or remove UI components without needing to regenerate the link.

(This option is only available for Enterprise and Premium)

Enable File Manager

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

Enable Excel Export

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

Enable Publishing

Toggle ability to use Publishing for users with access to this link.

Enable Mouse Wheel

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

Include Profile Panel

Toggle inclusion of Profile Panel for users with access to this link.

Include Subchart Panel

Toggle inclusion of Subchart Panel for users with access to this link.

Zoom

Set the zoom for users with access to this link.

Starting Point

Initial Tab

Set the initial tab for users with access to this link.

Division

Specify the division that will open for the selected Multi-Chart Document.

Top Box

Set the top box displayed for users with this access to this link.

Result
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Parameters

Add unique options into created link.

Examples:

  • topboxid - allows admin to specify a starting box when the chart opens

  • uiprofile - apply UI profile built that has a specific set of user interface settings

SAML Deep Link

Allows customers to use a single identity provider (IdP) to login to their OrgChart. The IdP metadata and "Entity ID" is used to map the tenant's production server and the OCN SSO server.

End users can seamlessly connect to their OrgChart while increasing security and convenience by removing the need to store additional credentials.

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

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