Getting Started

How To Create an Organization Chart

• Organimi Overview / Demo Video
• (1) Creating an Organization
• (2) Adding Members to an Organization Roster
• (3) Building Your Org Chart

Helpful Quick Start Tips

• Importing an Employee Roster
• Importing a Hierarchical Org Chart
• Creating a CSV File Using Excel
• Importing a Collection of Photo Images

New Features

Integration with Other Applications

• Integration with LinkedIn
• Integration with Google's G Suite

Editing an Organizational Chart

Searching and Editing Your Org Chart

• Searching your Org Charts
• Editing Member Roster Information
• Editing a Title in an Org Chart
• Deleting an Org Chart
• Deleting an Organization

Changing the Formatting

• Changing the Style and Font of an Org Chart
• Changing the Layout / Size of an Org Chart
• Dragging and Dropping Roles
• Adding Color to Role Boxes
• Changing the Name of an Org Chart

Working with Custom Fields and Views

• Adding Custom Fields in Organimi
• Adding Data to Custom Fields in Organimi
• Deleting Custom Fields in Organimi
• Displaying a Custom View with Custom Fields
• Adding Clickable URL Links to an Org Chart

Adding and Deleting Members and Roles

• Adding a Member to an Organization Roster
• Deleting a Member from an Organization Roster
• Adding a Role Box to an Org Chart
• Deleting a Role Box from an Org Chart
• Assigning a Member to a Role Box in an Org Chart
• Adding "New" Members While in Org Chart View

Using Different Role Types in Organimi

• Creating Shared Roles in an Org Chart
• Adding Dotted Line Reporting
• Displaying a Department Grouping
• Adding an Embedded Org Chart
• Adding an Assistant Role to an Org Chart

Administrative Controls

Changing the Administrative Control Settings

• Adding an Administrator
• Removing an Administrator

Account Status

• Viewing the Account Status

Printing Your Organizational Charts in Organimi

Printing your Organizational Charts

• Exporting an Org Chart
• Printing the Full Chart or Custom Chart Parts
• Duplicating an Org Chart for Custom Print Jobs

Sharing your Org Charts, Photoboards & Directories

Sharing a Chart Privately with Selected Individuals

• Sharing an Org Chart with Other People
• Receiving an Invitation to View / Edit a Shared Chart

Sharing Your Org Chart Publicly

• Sharing a Public Link to View an Org Chart
• Sharing a Public Link to View a Photoboard
• Sharing a Public Link to View a Directory
• Setting Access Permissions for an Org Chart

Displaying an Org Chart on Selected Web Pages

• iFrame Embedding Org Charts

Trouble Shooting

Importing Issues

• Tips for Importing an Excel CSV File

Frequently Asked Questions

Questions About Large Charts

• How do I see all of my org chart in one view?
• After viewing an embedded chart, how do I see who a root chart member in a role reports to?
• What is the difference between the Personal and Planner accounts?
• Uploading Large Charts? What we recommend.

Common Questions for Using Organimi

• Can I change the font look and size in Organimi?
• Can I see some sample PDF Charts from Organimi?
• How do I add multiple top roles to an org chart?
• How do I duplicate an org chart to make custom changes to it?
• How secure is the org chart data on Organimi?

How can I use Organimi? Some Business Cases

What do people use Organimi for?

• Organimi Demo Video
• Some Organimi Business Cases

Photoboards

Working with Photoboards

• Working with Photoboards