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OrgChart Help Guide

Quick Start (End User)


The following article provides helpful information for navigating OrgChart as a Read/Write or Read Only user.

Visit the Administrator Quick Start Guide to learn how to configure OrgChart.

Quick Reference Guide

A one page quick reference guide is available here.

End-User Guides

Viewer Guide- Lesson 1 : Learn how to use Viewer to explore and export org charts.

Builder Guide- Lesson 2 : Learn how to use Builder to create custom OrgChart documents that can be customized in Workbench. Workbench allows Administrators and Read/Write users to add, edit, delete, and move boxes using intuitive drag & drop tools.

Collaborative Planning Lesson 3 : Learn how to use the Planning module to create workforce plans.