Overview

OrgChart Now charts can embedded directly into your Google Site. This document details how to embed your
org chart into your Google Site.
Note: Please email moc.erawtfoskroweciffo|wontrahcgro#moc.erawtfoskroweciffo|wontrahcgro if you need assistance.

OrgChart Now Setup

Use the following procedure to generate a link that can be embedded in your Google Site.
1. Log into OrgChart Now (account must have administrator privileges)
2. If you haven’t done so already, create a ‘read only’ user id (See Appendix A for details)
3. Open your org chart (see the Getting Started Guide for more information on how to create a chart)
4. Save your chart in the ‘Public’ folder (Use the Save As option under the FILE tab)
5. Click on the ‘SHARE’ tab
6. Select the ‘Publish to Web’ option
publish.png
7. The ‘OrgChart Now – URL Generator’ web form is displayed. You can either generate a ‘Public Link’ or a
‘Restricted Link’. A ‘Restricted Link’ is more secure than a ‘Public Link’ but requires the OrgChart Now
team to add a ‘restriction’ to our database. See Appendix B for additional details on Restricted Links.
generator.png
8. Fill in the following required fields:
a. Read Only User ID (See Step 2 above)
b. File Name (name of the chart you saved to the Public folder)
9. Fill in other fields as desired. The default settings are typically ok; however, you can try different
parameters if needed.
a. Functionality – Allows you to control what functions the end user can access (e.g. Publish to PDF
or Export to Excel).
b. Initial Tab – Allows you to configure which tab is initially shown (e.g. Search or Profile)
c. Zoom – Typically set to 100%. Set to 75% or 50% if you have a large chart.
d. Hide Tabs – Allows you to hide tabs from the end user. For example, you may not want the end
user to access the additional details shown in the Profile panel.
10. Click ‘Test URL’ to make sure the URL is working as expected.
11. Once you have the URL configured correctly, click on ‘Generate URL’. The resulting URL will be used in the
next step.

Google Sites Setup Option #1

Embed an Org Chart
Use the following procedure to embed an org chart in your Google Site.
1. Log into your Google site as an administrator
2. Click on the Create Page button to create a new page.
pacge.png
3. Name your page and then click on the Create button.
4. Select the Insert menu and then select the ‘More gadgets’ option.
ghost.png

8. You may need to modify the presentation of your chart to optimize it for the limited display area available
in google site. For example, you can try small fonts or branch styles that make your chart taller as opposed
to wider.
Note: If you update and save your chart in OrgChart Now, the chart will automatically be updated in Google
Sites the next time you access the org chart page in your google site. If you are already displaying the Google
Site org chart page, you will need to refresh the page (F5) in the browser to view the updated chart.

Google Sites Setup Option #2

Open Org Chart in a new browser tab
Use the following procedure to link from your Google Site to your Org Chart.
1. Log into your Google site as an administrator
2. Add a new page or edit an existing page.
3. Paste the URL you generated in the previous procedure into the page.
4. Select the URL and click on the link button.
5. Site page text box. Make sure to check the ‘Open this link in a new window’ option. Click OK.
6. Click on the change option.
7. Set the ‘Text to display’ field. Also make sure to select the ‘Open this link in a new window’ option. Click
OK when finished.
8. Save your web page.
9. Test the link to make sure it works as expected.
Note: If you update and save your chart in OrgChart Now, the chart will automatically be updated in Google
Sites the next time you access the org chart page in your google site. If you are already displaying the Google
Site org chart page, you will need to refresh the page (F5) in the browser to view the updated chart.
OrgChart Now – Google Sites Org Chart Links
December 2, 2015 Page 6

Appendix A: Adding a Read Only User Account

Use the following procedure to add a read only user account.
1. Select the ‘gear’ icon and then select ‘Manage Users’
2. Click on the ‘Add User’ button
3. Enter a ‘User ID’
4. Enter any email address (does not need to be valid). DO NOT USE your email address as it may already be
used by your OrgChart Now account.
5. Click Add and then Click Exit.
OrgChart Now – Google Sites Org Chart Links
December 2, 2015 Page 7
Appendix B: Restricted Links
To setup a restricted link follow the procedure above ‘OrgChart Now Setup’ procedure (above) with the
following exceptions.
1. Select the ‘Restricted Link’ option in the ‘OrgChart Now – URL Generator’ form.
2. Save your chart to any folder other than the ‘Public’ folder (e.g. create a folder called ‘Restricted’). Specify
the chart ‘Directory’ in the ‘Directory’ field.
3. Email moc.erawtfoskroweciffo|wontrahcgro#moc.erawtfoskroweciffo|wontrahcgro to request that a ‘restricted link’ for your account. Make
sure to include the URL (generated in the form) in the email.