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OrgChart Now Help Guide

Profile

Overview

The Profile displays a baseball-card of employee data, allowing users to access additional information in a Master Chart without crowding Box Styles. 

Administrators can add and remove fields accessible in the Profile in the Chart Settings: Profile panel.

Note

Fields that are available to end-users are dictated by their Row-Level Security Profile assigned in their Access Group.

Accessing the Profile

  1. Click on an employee record while in Viewer, View Manager, Workbench, or Planning mode.

  2. Click on the Profile icon in the Top Toolbar.

    5_3_Profile.png