Configuring Org Chart

The Org Chart shows the organizational relationships between users as a diagram. You can enable or disable the Org Chart in the Admin Console.

Fastpath: Admin Console: People > Settings > Org Chart Settings
Fastpath: Admin Console: People > Management > Org Chart

By default, the Org Chart is enabled.

Configuring Org Chart

To enable and configure the Org Chart:

  1. In the Admin Console, go to People > Settings > Org Chart Settings.
  2. Select the Is Org Chart enabled? check box.
  3. Select the additional options you want for the Org Chart, such as setting up an approval process for changes to Org Chart relationships.
  4. Click Save Changes.

After you enable and configure the Org Chart for your community, you need to set up the relationships for the Org Chart.

Note: If your community draws data about people from an external data source such as LDAP or Active Directory server, then organizational relationships might already be defined.

Setting up relationships for Org Chart

To set up user relationships in the structure of your organization:

  1. In the Admin Console, go to People > Management > Org Chart.
  2. To add a relationship, do the following:
    1. Under Create a user relationship, enter the team leader and the team member usernames.

      You type the usernames or browse and search a list of users to add users.

    2. Click Add to add the relationship.
  3. Under View relationships, you can see the list of existing relationships.

    If necessary, you can filter the list to display only the relationships that include a particular user by entering the username in the Filter by Username box and clicking Filter.

  4. To break a relationship, click Retire next to the relationship.

The relationships are displayed on the Org Chart on the user profile page.