Configuring Org Chart Defaults
You customize several options about how your org chart appears and what people can do with it.
To configure the Org Chart Options, navigate to Admin > Configuration / Core Views. Only users with the built in roles of Owner and Technical owner have access to this page.
Default filter — Add a filter that displays for every person when they view the org chart.
- Test the filter on the org chart view then copy it into the setting.
- For example, you could add employment:full to only show full time employees.
Default fields to visualize — These fields are highlighted by default in the visualize part of the org chart. Add up to 3 fields.
Fields to highlight in the visualize menu — Select which fields you would like to display at the top of the visualize menu. These are fields that you'd like to empower your team with quick access to. For example, if you have a custom Skills field, that you want people to use, you can add it here. These options will be the same for all users unless they do not have access to the field at all.
Which "additional people & jobs" indicators should be displayed? — In the image below you can see both Sibling and Downward indicators.
- Sibling Indicator — shows that the number of people that are on the same org chart level as this person. Clicking it will display "expand" the view and show those people.
- Downward Indicator — Indicates that the number of people that this person has under them. Clicking this will expand the view and show those people.
Who should be able to export the Org Chart? — Control who has the ability to Export your Org Chart to slides.
The profile panel pops up when you click on a person in the org chart, map and other views around ChartHop.
Fields to display in the profile panel — You can customize which fields are displayed on this panel.
- The fields will display in the order that they were selected
- Certain built in fields have overrides for the names in the the profile panel such as manager -> "Reports to".
