Organization Chart settings

On this page you will find instructions on how to use the Organization chart administration page. For an overview of the Org Chart from a user perspective, see Organization Chart.



On the Organization chart admin page, you can select:

• who will be at the top of the org Chart
• which person the org Chart will focus on when opened
• how many levels of the org Chart will show by default
• what information will be displayed about people when you hover over their photo and when you click on it
• the zoom level of the org chart
• whether export of the org chart to diagrams.net is enabled.

On the admin page, you can also see which users do not have an active manager, and therefore are not displaying in the org chart.

In order for the org Chart to be available for viewing, you need to set who the top level staff member is.

Set up the Organization Chart

To access these settings, go to the Admin Panel: Users & security section > Organization chart page.

Set top level staff

Your top level staff is the person or people who should appear on the top level of the org chart.

1. Go to Admin Panel: Users & security section > Organization chart page.
2. Click in the box under Top level staff and start typing the name of the person you want to be on the top level. Click on the person you want when you see them in the dropdown menu.
   
   
    
3. To add multiple top level staff members, click Add and repeat step 2. You will see their names appear in a list below the entry box.
4. If you want to remove a top level staff member that you have selected, click the X to the right of their name.
   
   
    
5. For multiple top level staff members, drag and drop their names to re-order how they will appear in the chart from left to right.
6. Click Save.

Set focal user

The focal user is the person the Org Chart will focus on when it is opened by clicking Org Chart Viewer in the top right of the People Directory, or when the reset button (circle icon by the zoom in/out buttons) is clicked while viewing the Org Chart. If the Org Chart is opened from a user's profile page, or from the icon beside a specific user's entry in the People Directory, the Org Chart will focus on that user.



You must set a top level staff member before the Focal user section appears. The first top level staff member added will automatically become the focal user.


 

1. Go to Admin Panel: Users & security section > Organization chart page.
2. Once you add a top level staff member, that person will automatically be chosen as the focal user. To select a different focal user, first click the X beside the name in the Focal user box.
3. Click in the Focal user search box and start typing the name of the person you want to be on the top level. Click on the person you want when you see them in the dropdown menu. The name of the person you have selected will show in the box.
4. Click Save.

Display levels

This is the default number of levels that will be displayed in the Organization Chart. Additional levels will initially be shown collapsed, until they are clicked on or zoomed in on.

Bottom level is collapsed, showing the number of people

1. Go to Admin Panel: Users & security section > Organization chart page.
2. Click the dropdown menu under the Display levels heading.
   
   
   
   
3. Select the number of levels you want to display from the dropdown menu.
4. Click Save.

Customize display information on avatar details and detail cards

In the Org Chart, when you hover over a person's avatar, an information bubble appears showing the person's name and up to three rows of information. This information will display for all users when viewing the org chart on the closest zoom level. When you click on a person's photo, a details card appears that shows the person's name, profile photo, profile cover photo, and other information. What information fields display in these places is selected by the intranet administrator. The chosen fields must be filled out on users' profiles in order to display in the Org Chart.

(Prior to version 9.6, Detail cards was called Display card, and Avatar details was called Hover display.)

Detail cards


Avatar details

 

1. Go to Admin Panel: Users & security section > Organization chart page.
2. Find the headings Details cards and Avatar details. The default information fields will be showing.
3. To add a field, click +Add, click in the field that appears, and choose the information field that you want from the dropdown menu.
   
4. To remove a field, click the X on the right of the field.
5. To reorder the fields, grab a field on the left and drag and drop it into the order that you want.
6. Click Save.

Set zoom level

As of version 9.4, you can choose the zoom level that the Org Chart will display at when it is opened.

Zoomed in - avatar details displayed in chart

Regular zoom - avatar details displayed on hover

Zoomed out - icons instead of avatars, details displayed on hover

To choose the zoom level:

1. Go to Admin panel: Users & security section > Organization chart page.
2. Under the heading Zoom level, select the radio button for the zoom level you want.
   
   
    
3. Click Save.

Diagrams.net integration

Diagrams.net (formerly draw.io) is a free browser-based diagram editor. The diagrams.net integration allows you to export the organization chart to diagrams.net in-browser, where you can make changes to the layout, add information, save it in other formats, or print it.

When using this integration, no information is sent to diagrams.net servers, unless the high-quality export option is chosen.

1. Go to the Admin Panel: Users & security section > Organization chart page.
2. Scroll down to the Export to diagrams.net heading.
3. To enable the diagrams.net integration, select the checkbox Allow the organization chart to be exported to diagrams.net.
4. The checkbox Include profile images is selected by default. If you do not want to include profile photos in the export, de-select the checkbox.
5. Select the appropriate radio button for the information you want to include:
   • Include information shown in Avatar details: The information that appears when you hover over the user avatar in the organization chart will be included.
   • Include information shown in Detail cards: The information that shows when you click on a user in the organization chart will be included.
6. If you want a high-quality export, select the checkbox Enable high-quality export. Please read the bullet point below for security implications before enabling this setting.
   • When the high-quality export setting is enabled and a user chooses the export function in diagrams.net, the organization chart data (including profile images, if enabled) is sent to the diagrams.net server. The generated export file (eg. PNG, PDF) is sent from the diagrams.net service. If you would prefer that your organization chart data is not sent to the diagrams.net service, do not enable this export.
7. Click Save.

Depending on the browser being used when a user exports the Organization Chart, the diagram will open directly in diagrams.net, or a pop-up window will appear with links prompting the user to download the org chart, open diagrams.net, and import the downloaded file into diagrams.net. A configuration setting exists in ThoughtFarmer that controls what type of export the browser uses. If any problems are experienced with exporting the Organization Chart, please contact ThoughtFarmer Support for assistance.