Getting Started
How to Create an Org Chart
Quick Start Tips
- Moving Your Org Chart To A Different Organization
- Copying Your Org Chart
- Creating Different User Types In Organimi
- Creating An Org Chart By Importing Data
- Importing Multiple Photo Images
- Importing An Employee Roster
Editing an Organizational Chart
Smart Chart™ Legend
Basic Chart Formatting
Editing and Searching Your Org Chart
- How To Filter An Org Chart
- How To Rename An Organization
- Updating By Uploading a CSV or Excel File
- Searching Your Org Charts
- Editing A Role Title In An Org Chart
- Editing Member Roster Information
Changing the Formatting
- Automatically Build Department Roles
- Adding A Border Around A Department
- Dragging And Dropping Vertically Stacked Roles
- Dragging And Dropping Departments
- Reporting To Multiple Managers
- How To Make Department Boxes Smaller
Working with Custom Fields and Views
- Adding Data To Custom Fields
- Adding Clickable URL Links To An Org Chart
- Populating The LinkedIn Profile Picture
- Adding/Removing Public Or Private Custom Fields
- Creating A Custom Format With Custom Fields
- Deleting Custom Fields in Organimi
Reporting Relationships
Adding and Deleting Members and Roles
Using Different Role Types in Organimi
Sharing your Org Charts, Photoboards & Directories
Chart Sharing Scenarios
SHARING A CHART PRIVATELY WITH SELECTED INDIVIDUALS
Sharing an Org Chart Publicly
Displaying an Org Chart on Selected Web Pages
Administrative Controls and Billing
Account Information
Updating Billing Information
Changing the Administrative Control Settings
Printing and Exporting Org Charts in Organimi
Printing Your Org Charts
- Adding A Header, Footer, Logo And Print Legend To Your Chart
- Increasing And Decreasing The Page Size
- Choosing A Paper Size
- Printing Large Charts
- Printing Small Charts
- Printing Multiple Pages
Photoboards and Directories
Photoboards and Directories
Archiving & Storage
Archive & Storage
Matrix Org Charts
Matrix Org Charts
- How To Share Your Matrix Org Chart
- How To Change The X & Y Axis Labels On Your Matrix Org Chart
- How To Import Data Into A Matrix Org Chart
- How To Create A Matrix Org Chart
- How To Add A Team Leader To Your Matrix Org Chart
- How To Add A Function To Your Matrix Org Chart
Frequently Asked Questions
Questions About Role Box Alignment
QUESTIONS ABOUT SMART CHART™ BADGES & COLOR CODING
Questions about Shared Roles
Questions about Importing and Exporting
QUESTIONS ABOUT YOUR ACCOUNT
- Do you offer monthly plans?
- Can I get a free trial?
- How can I move an org chart to another user account?
- How can I provide limited rights in an account?
- How do I reset my password?
- How can I add more charts?
Questions About Printing
- How to print my org chart in Portrait vs Landscape?
- Why is my org chart blurry?
- How Do I Print/Export A Chart With Only Job Titles And Hierarchy
- Why is my printed and exported chart not showing colors?
- How do I have the printout fill the page and use the white space?
- How can I make the text larger when printing/exporting?
Questions about Layout and Formatting
- What Is The Difference Between A Member And a Role?
- How do I remove someone from a role to make the role vacant / open?
- How do I remove the color from role boxes to make them go white?
- How do I prevent color from being applied from a role above?
- How do I add a vacant position to my org chart?
- How can I add an individual photo to a role?
Questions about Large Charts
- How do I link one chart to another, or merge two charts into one?
- How to copy or move a section of my chart to its own separate chart?
- How can I import members with role types?
- How do I see all of my org chart in one view?
- Uploading Large Charts? What we recommend.
- How can I adjust my page size?
Questions About Fields and Roles
- How do I display the email or phone number in the org chart?
- How can I incorporate locations information for employees into my org charts?
- How can I update the records of existing profiles from a CSV upload?
- What is the "Description" box for in the Organimi member profile?
- When importing data, what does the term Boss ID mean?
Questions about Photos
Integration with Other Applications
Microsoft Azure / Office 365 Integration
Automated Imports
Integrating Organizational Charts With HR / HCM / HRMIS / HRMS Systems
- Integrating Your Org Chart With Oracle Peoplesoft
- Integrating Your Org Chart With Ceridian / Dayforce HCM
- Integrating Your Org Chart With ADP
- Integrating Your Org Chart With Paycom
- Integrating Your Org Chart With Paylocity
- Integrating Your Org Chart With BambooHR