OrgChart User Guide

Welcome to the OrgChart Now user guides. The documents listed in this page teach you how to build organizational charts using automation tools in the OrgChart Now Application.

If you're brand new to OrgChart Now and want to jump into creating charts, start with Tutorial 1 - Creating your First Chart.

Otherwise, the following is a small selection of essential developer guides that you should be familiar with.

A guided path through the process of learning how to use OrgChart Now. These tutorials step you through basic functions to get you started.

• Tutorial 1 - Creating your First Chart
• Tutorial 2 - Applying Chart Templates and Box Styles
• Tutorial 3 - Using the Import Wizard
• Tutorial 4 - Manually Formatting a Chart
• Tutorial 5 - Publishing a Chart
• Tutorial 6 - Using the Box Layout Editor
• Tutorial 7 - Modifying Page Layout
• Tutorial 8 - Creating a Workforce Plan

Short, self-paced guides that each cover a discrete topic, to enhance the appearance and functionality of your org charts.

• Working with Photos
• Auxiliary Reporting Relationships
• Append Data
• Embed Chart in People HR
• Creating Management Level Charts
• Creating Co-Head Chart
• How to add OrgChart Now to Okta Dashboard
• Embed orgcharts into your Google site
• Embed orgcharts into PeopleHr
• Embed orgcharts into Word Press