Account Preference tools allow you to configure system wide options for your account.

Account Preferences functions are located in the Administration Tools menu.

Display Units

Select whether to display units in inches or centimeters. For example, the Page Properties function allows you to specify the page size based on the selected display units.

Passwords Rules

You can control how passwords are managed within OrgChart.

The following options are available:

  • Require complex password - If the complex password option is selected, passwords must contain at least one number, one capital letter and one special character (!#@*+?).
  • Force password change after reset - If this option is selected, the user is forced to change system generated passwords on first login.
  • Use SMS for password retrieval - If this option is selected, resetting a password uses a combination of SMS and email to inform user of their new password.


SMS (text messaging) is not enabled by default. Contact technical support to request SMS password reset functionality.

Date Formats

Select the format for date display (e.g. January 28, 2016). This option applies to how date autotext elements are displayed.


The date format setting does not effect date fields displayed in charts boxes. See Field Editor topic for more information.

Subchart Arrows

Main Article: Subchart Arrow Style

Set the subchart arrow styles that will be used for navigating charts.

Company Name AutoText Element

Set the text for the company name autotext element.

Reviewed 07/30/2017