OrgChart Now Help Guide

Table of Contents

Mode Switcher


OrgChart Now offers 4 principal modes that each offer a different user interface and experience.

The name of the mode that you are currently in is located in the top-left corner of your screen.


You can switch your mode using the Mode Switcher, which is located in the Top Toolbar of the user interface.


The options available in the The options available in the Mode Switcher will vary depending on a user's Role and Access Group.

Accessing the Mode Switcher

Click on the 5_2_Mode.png icon in the top-left corner of the screen. The Mode Switcher menu is displayed.


The following table offers additional information about each Mode available in the Mode Switcher:


A read only environment where users can view and navigate Master Charts and Chart Documents.


Search for chart records using multiple search criteria.


Create and share workforce plans in a real-time collaborative environment.

Point in Time

Generate a snapshot of archived chart data.


Create and modify Chart Documents using Master Chart data for customized presentation and export.

View Manager

Create and modify box styles and chart views containing conditional formatting.