Using the Org Chart

Objectives

After completing this lesson, you will be able to:

  • Configure Org Chart settings using Org Chart Configuration

Org chart configuration

The Org Chart provides an interactive view of the organizational hierarchy and reporting relationships, including matrix managers, for your users. This view allows users to open multiple teams with dynamic horizontal or vertical layouts.

After the Org Chart is enabled, you can configure Org Chart settings by using the tool Org Chart Configuration. Here you can control basic org chart features, including whether photos are displayed.

Configuration Requirements

To enable the latest Org Chart go to the Upgrade Center and search for the item New Experience for the Company Org Chart under Optional Upgrades.

If you have enabled the legacy Org Chart previously, the latest Org Chart is enabled by default. To opt out, you have the following options:

  • The system administrator can disable the latest Org Chart for the instance by deselecting the Enable the latest Org Chart option in Admin Center Company System and Logo Settings.
  • Users can switch back to the legacy Org Chart by turning off the new experience in their account navigation menu on the page header under Settings New Experiences.

For further information click this link.

Display photos on the Org Chart

Business Example: In this exercise you will learn how to configure the Org Chart.

Steps

  1. Disable photos in the Org Chart.

    1. Log into your instance. Use Action Search to navigate to View Org Chart.

    2. Note that you can see a photo of HR Coordinator in the Org Chart.

    3. Use Action Search to navigate to Org Chart Configuration.

    4. In "Basic org chart" disable "Display Photo" by clicking on the white hook in the blue box

    5. Click on "Save" at the end of the options and note the green hint that says "* Changes saved successfully".

    6. Test your new setting by using Action Search to navigate to View Org Chart. Note that there is no photo of HR Coordinator on the Org Chart anymore.

Result

You have configured the Org Chart by disabling photos.

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