Navigation Bar

Back to User Interface Overview

The navigation bar provides access to top level functionality and commonly used functions. The navigation bar is located at the top of the user interface.


Left Controls

  • Browse Mode Button - Toggle between the Edit mode and the Browse mode. The Browse mode allows you to focus on the current chart by hiding user interface elements used to edit the chart.
  • Save Button - Save any changes to the current chart.
  • Undo/Redo Buttons - Undo or redo last action.

Navigation Tabs

  • FILE - Chart documents are stored as files in your account. Use the FILE tab to create, import, open, save, close, upload and download files.
  • DOCUMENT - Options associated with a specific chart document (e.g Page Size, access privileges and field and formulas definitions).
  • REFRESH - Options associated with synchronizing your org chart with an external data source.
  • EDIT CHART - Edit the the current chart.
  • EDIT MASTER - Edit the current master page.
  • SUBCHARTS - Manage page breaks (also known as subchart breaks) in the current chart.
  • SHARE - Publish to PDF, PPT and other formats. Export to Excel. Share on the internet.
  • HELP - Navigation to various help resources.

Right Controls

  • Current User - The user id of the current user.
  • Administration Tools - Various administration tools (manage users, change password, etc.)
  • Sign Out Button - Sign out of OrgChart Now
  • The About Button - Details on your current subscription including software version, box limit, version and number of available read/write seats.
  • Show or Hide Panels - Panels allow you to search,navigate and view additional chart details. You can also update chart presentation using panels.
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