- OrgChart Overview
- Quick Start Guides
- Top Toolbar
- Viewer
- Directory
- Planning
- Point in Time
- Workbench
- Chart Settings
- Account Settings
- Background Editor
- View Manager
- Connectors
- Append Data Connectors
- Merge Data Connectors
- Photo Integrations
- Active Directory
- ADP
- ADP Recruitment
- Append Table
- Azure AD
- BambooHR
- Breathe HR
- ClearCompany
- Cornerstone
- CSV
- Dayforce
- Excel
- Google Directory
- Greenhouse
- iCIMS
- Jobvite
- Lever
- Namely
- Oracle
- OrangeHRM
- Paychex
- Paycom
- Paycor
- Paylocity
- PaySpace
- PeopleHR
- Sage
- Sage 300 ZA
- Salesforce
- SAP
- Signify
- Subscribe HR
- SuccessFactors
- Thrive TRM
- TriNet
- UKG Pro (API)
- UKG Pro (RaaS)
- UKG Ready
- Unicorn HRO
- Workday
- Topics
- Admin User Impersonations
- Automatically Export to SharePoint
- Auto-Assignment Example
- Auxiliary Reporting
- Co-Head Example
- Creating a Master Chart
- Creating Shortcuts
- Dynamic Localization
- Enumerated Tables
- Flat File Prep
- Formulas
- Functional Charts
- Import Filters
- Inverted Charts
- Level Charts
- Multi-Chart Documents
- Multi-Factor Authentication
- Multi-Tenant Access
- Picklist Fields
- Pie Chart Example
- Reference Table Example
- Restricted Link Setup
- Security Profiles
- SSO Configuration
- Release Notes
- Troubleshooting
- Accessibility
- Legal
- Contact Us
Overview
The More menu allows users to view information about their OrgChart account, as well access product documentation.
Administrators can also refresh data, and access various administrative tools.
Accessing the More Menu
Click on the icon in the Top Toolbar. The More menu is displayed.

The More Menu gives you access to various administration tools.
Refresh Data |
Immediately synchronize the current Master Chart with source data. |
Manage data sources, import filters, chart presentation options, and other chart settings. |
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Manage Master Charts, account users, security, and other account settings. |
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Access details about the current chart and your OrgChart account. The information in the About panel can be helpful when logging a support ticket with OrgChart Support. |
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Help |
Access help resources (see the Help Resources section below for more information). |
Sign Out |
Sign out of OrgChart. |
Notice
The options available in the The options available in the Mode Switcher will vary depending on a user's Role and Access Group.
Help Resources
These resources can be found under the Help option.
Contact information for contacting OrgChart Support. |
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Access details on your subscription agreement. |
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Guide |
Launch the OrgChart Now online Help Guide. |