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OrgChart Help Guide



The Profile displays a baseball-card of employee data, allowing users to access additional information in a Master Chart without crowding Box Styles. 

Administrators can add and remove fields accessible in the Profile in the Chart Settings: Profile panel. Admins can click on the 5_2_1_BlueGear_nofill.png icon in the top left corner of the Profile, in order to easily access this configuration area.



Fields that are available to end-users are dictated by their Row-Level Security Profile assigned in their Access Group.

Accessing the Profile

  1. Click on an employee record while in Viewer, View Manager, Workbench, or Planning mode.

  2. Click on the Profile icon in the Top Toolbar.