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 or Workbench mode.

  2. Click on the 5_2_Profile.png icon in the Top Toolbar.

    5_2_Profile_ShowProfile.png