Getting Started

How to Create an Org Chart

• (1) Creating an Organization
• (2) Adding Members to an Organization Roster
• (3) Building your Org Chart
• Navigating to Different Org Charts, Photoboards, Directories - NEW!

Quick Start Tips

• Creating an Org Chart by Importing Data
• Importing a Collection of Photo Images
• Importing an Employee Roster
• Creating an Excel / CSV File for Import

Editing an Organizational Chart

Smart Chart™ Legend

• Adding a Legend with Smart Chart Colors
• Linking Colors and Custom Fields
• Adding Conditional Badges to your Chart

Basic Chart Formatting

• Keeping Members in a Horizontal Line
• Changing the Role Box Border Color / Thickness
• Changing the Color / Thickness of Connector Lines
• Changing the Text Colour

Editing and Searching Your Org Chart

• Updating By Uploading a CSV or Excel File
• Searching your Org Charts
• Editing a Title in an Org Chart
• Editing Member Roster Information
• Deleting an Org Chart
• Deleting an Organization

Changing the Formatting

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

Working with Custom Fields and Views

• Adding Data to Custom Fields in Organimi
• Adding Clickable URL Links to an Org Chart
• Populating the LinkedIn Profile - Picture
• Adding/Removing Public or Private Custom Fields in Organimi
• Creating a Custom Format with Custom Fields
• Creating Custom Tag Fields - NEW!

Reporting Relationships

• Adding Dotted Line / Indirect Reporting
• Removing Dotted Line Relationships

Adding and Deleting Members and Roles

• Merging Two Charts into One Chart
• 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 a Member to an Organization Roster
• Deleting a Member from an Organization Roster

Using Different Role Types in Organimi

• Creating Co-CEOs
• Creating an Assistant Role Type
• Adding a Chart Link
• Creating a Department Role Type
• Creating a Shared Role Type
• Creating a Location Role Type

Sharing your Org Charts, Photoboards & Directories

SHARING A CHART PRIVATELY WITH SELECTED INDIVIDUALS

• Sharing an Org Chart with Other People
• Managing Access to your Shared Chart
• Receiving an Invitation to View/Edit an Org Chart

Sharing an Org Chart Publicly

• Creating Private Notes
• Sharing a Public Link to View an Org Chart
• Setting Access Permissions for an Org Chart

Displaying an Org Chart on Selected Web Pages

• iFrame Embedding Org Charts

Administrative Controls and Billing

Updating Billing Information

• Accessing Billing History
• Updating Credit Card Information

Changing the Administrative Control Settings

• Deleting an Account
• Adding an Additional Account Owner
• Adding an Administrator
• Removing an Administrator

Printing and Exporting Org Charts in Organimi

Printing Your Org Charts

• Exporting the Roster to a CSV or Excel File
• Printing the Full Chart or Custom Chart Parts
• Exporting an Org Chart to PDF/ PNG/ PowerPoint
• Duplicating an Org Chart for Custom Print Jobs
• Exporting to a CSV File

Photoboards and Directories

Directories

• Viewing Directories in Organimi

Photoboards

• Viewing Photoboards in Organimi

Frequently Asked Questions

Questions About Role Box Alignment

• How do I make a level of my roles horizontal?
• How do I add multiple top roles to an org chart?
• How do I drop a role box a level?

QUESTIONS ABOUT SMART CHART™ BADGES & COLOR CODING

• How do I create and display badges?
• How do I link colors and custom fields?
• How do I create and display a smart legend with colors on my chart?

Questions about Shared Roles

• How do I add a Shared Assistant?
• How can I give one member of a Shared Role a different title?

Questions about Importing and Exporting

• Why do some special characters, signs and fonts not export correctly to the CSV file?
• Why aren't my LinkedIn searches pulling photos or information?
• How can I export my Outlook contacts on a Mac to a CSV file?

QUESTIONS ABOUT YOUR ACCOUNT

• How can I provide limited rights in an account?
• How do I reset my password?
• How can I add more charts?
• What does a "member" mean in Organimi?
• How do I upgrade my account / change billing info?
• How do I make a confidential org chart?

Questions About Printing

• 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?
• How do I turn off role counts on my printout?
• How do I resize the chart for printing?

Questions about Layout and Formatting

• 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?
• How do I prevent the photos from being displayed in my org chart? v5
• How do I remove the Organimi logo from my org chart?

Questions about Large Charts

• How do I embed one chart into another, or merge two charts into one?
• How can I move a division/branch 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?

See all 7 articles

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

• How do I change the photo on a role?
• How to I prevent the photos from being displayed in my org chart? v5

Integration with Other Applications

LinkedIn Integration

• Adding LinkedIn Links & Pictures to Members

Microsoft Azure / Office 365 Integration

• Exporting your Chart to PowerPoint
• Import Office 365 Contacts into Organimi - NEW!
• Azure Active Directory Integration - NEW!
• Signing in with Microsoft Office 365

Business Cases

How can I use Organimi?

• Some Organimi Business Cases