OrgChart Help

Overview & tutorials

• Welcome
• Intended Audience
• Admin tutorial 1: Creating a base chart
• Admin tutorial 2: Creating views
• Admin tutorial 3: Creating custom charts
• Admin tutorial 4: Exporting and sharing

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Chart Presentation

• Box styles
• Creating and updating backgrounds
• Creating and updating views
• Available Views

Search & Directory

• Search/Advanced Search
• Directory

Editing Charts

• Detailed Record Editor
• Edit Mode
• Editing custom charts
• Creating custom charts

Data Integration

• OrgChart Integrations
• Creating a Base Chart
• Data Synchronization
• Data Aggregation
• Append Tables
• Importing Photos

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Filters & Highlights

• Filters & Highlights
• Exclusive Import Filter
• Limit Fields
• Highlights
• Saved Filters
• Interactive filters

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Fields & Formulas

• Static Formulas
• Dynamic Formulas
• Formulas
• Fields & Formulas

Users, security & permissions

• Entra ID SAML Attribute Mapping
• OneLogin SSO
• Okta SAML Attribute Mapping
• Okta SSO
• Entra ID SSO
• SSO

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Exporting & Sharing

• Export to Excel
• Web links
• Exporting to Excel, JPG, SVG, PNG, PPT, and PDF

Settings

• Checkpoints
• Chart management
• Account Settings
• Chart Settings

Planning

• Plan Objectives
• Sharing plans
• Creating and Updating Plans
• Planning

Point in Time

• Point in Time

Release Notes & Product Support

• Contact us
• Upcoming features
• Release Notes

Sales & Implementation

• Sales
• Implementation Packages

Legal

• Subscription Agreement
• OrgChart for ADP customers
• Privacy Policy

Knowledge Base

• Co-Heads
• Grouping
• Functional Charts
• Subcharts
• List Fields
• Picklists

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