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OrgChart Help Guide

Web Publishing

Overview

Administrators can click on the Web Link option in the Export menu to create URLs that link to a Master Chart or Chart Document. 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 updates according to the refresh schedule of the linked Master Chart or Chart Document. This means that OrgCharts embedded in your intranet are automatically synchronized with your HR System.

Note

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

Accessing Web Publishing

Click on the Export button in the Top Toolbar, and then select the Web Link option.

5_3_Export_Menu.png

The following screen is displayed:

WebPublish_5_2_2.png
Link Options

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) who clicks on the generated link. You can verify that someone has access to OrgChart, by searching in the Manage Users panel.

Restricted - Chart can only be accessed by clicking on the generated link embedded on a whitelisted web page (e.g.SharePoint Site or Intranet). Reference the Restricted Link Setup article for step-by-step instructions on how to configure Restricted Links.

Admin must configure a Restricted Link User in order to whitelist a web page. Reference the Account Settings: Authorization article for more information.

Link User Configuration

Configuring a link user depends on the type of link you are generating.

When configuring a link user for Public and Restricted links, you will have the following option:

  • UserID dropdown menu - Select the user id associated with the link that you are generating. The permissions assigned to that user will drive the level of access for the generated link.

If you are generating a Private link, you will not need to generate a Link User (see definition of Private link above). You do have the option to configure SAML Deep Links, Reference the SSO Configuration article for more information, or contact OrgChart Support for help integrating OrgChart with your SSO platform.

Launch Configuration
5_2_WebPublish_LaunchConfig.png

Launch Mode

Select which tool or module will be opened:

Launch To

Launch to a specific Master Chart, Chart Document, or Plan.

Note

When creating a web link that points at a non-promoted Chart Document (a Chart Document that is not available in Viewer), the end-user is restricted to viewing only that Chart Document.

Promoted Chart Documents are listed in the Chart Document dropdown menu.

Non-promoted Chart Documents can be accessed by clicking on the Browse button, and then selecting a Chart Document from the File Manager.

Reference the Account Settings: Chart Management article for more information on Chart Documents.

Presentation

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

Click on the Presentation dropdown menu, and then select a UI Profile from the list, or click on the Configure UI profiles option to easily create one in the Account Settings: UI Profiles panel.

Web_Publish_Presentation__5_2_2.png
Starting Point

Top Box

Set the top box displayed when link is accessed.

Tip

Click on the Web_Publish_Search_5_2_2.png icon (to the right of the Top Box text box) to search for an employee.

Levels

Set the amount of levels displayed when link is accessed.

View

Set the default View that is applied to a Master Chart when the link is accessed.

Division

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

Note

This option is only available when launching to a Chart Document.

Extras

Define launch settings for your link. For example, enter 'Language = FR' in the Parameters text box to launch your link with the language settings set to French.

To use multiple parameters, delineate the list with & signs. See the examples below:

5_2_2_Compound_Link_Params.png
Result
5_2_WebPublish_Result.png

iFrame

Check to generate the link in an iFrame format.

This allows you to embed chart content directly into your intranet or SharePoint Site.

Generate Link

Click to generate a link.

Test Link

Click to view the contents of the link as it will appear for the end-user.

Note

Note: If you have generated a Restricted Link, you will need to whitelist the URL of the OrgChart server from which you are creating the link. Reference the Restricted Link Setup article for more information.

Copy Link

Click to copy the link to your clipboard.