OrgChart Now Help Guide

Table of Contents

Enterprise Quick Start (End User)

Overview

The following article provides helpful information for navigating OrgChart Now Enterprise as a Read/Write or Read Only user.

Visit the Administrator Quick Start Guide to learn how to configure OrgChart Now.

Quick Reference Guide

A one page quick reference guide is available here.

End-User Guides

Viewer Guide- Lesson 1 : Learn how to use OrgChart Viewer to explore and export org charts.

Builder Guide- Lesson 2 : Learn how to use OrgChart Builder to create custom OrgChart documents that can be customized in OrgChart Workbench. OrgChart Workbench allows you to add, edit, delete, and move boxes using intuitive drag & drop tools.

Collaborative Planning Lesson 3 : Learn how to use the Collaborative Planning module to create workforce plans.