Setting up the Org Chart

The Org Chart shows the organizational relationships as a diagram making it easier for users to understand relationships between people. You can enable or disable the Org Chart in the Admin Console.

Fastpath: Advanced Admin Console: People > Settings > Org Chart Settings
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.

To enable and configure the Org Chart:

  1. In the Advanced 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.