Skip to main content

OrgChart Help Guide

Quick Start (Admin)


Audience: Administrators


The following article provides helpful information for navigating OrgChart as an Administrator.

Once your chart is configured, visit the End-User Quick Start Guide to learn how to navigate, search, edit and export org charts.

Importing Data

OrgChart can import data directly from a large number of HR and directory systems. Click to see a list of the available connectors. If you need assistance setting up a connector, or you don’t see your HR system listed, contact OrgChart Support. One of our specialists will be happy to help you setup a connection to your HR system.

Getting Started

If you’re eager to get started now, you can begin by importing an Excel file. Reference the Excel Connector article for more information on how to import an Excel file into OrgChart.

If you don't have a file prepared, click to download sample data.

Administrator Guides

Viewer Setup- Lesson 1 : Learn how to create org charts for display in Viewer.

Viewer Setup (Continued)- Lesson 2 : Learn how to configure OrgChart features, such as automatic data synchronization and data filtering.

Account Settings- Lesson 3 : Learn about the available account settings.

Customizing Org Charts- Lesson 4 : Learn how to create customized OrgChart visualizations.