Adding Clickable URL Links to an Org Chart v5

To add clickable fields for roles in your org chart, you must create a custom field in Settings.

To create a custom field:

  1. Login to your Organimi account by going to https://v5.organimi.com.

  2. Within the organization, click Settings

    Note: If you are in org chart view, click the Organimi logo at the top left of the screen to locate My Organizations.



  3. In the pop-up window that appears, select Custom Fields at the left.



  4. Click Add New Field, then enter the Custom Field Name, i.e. Linkedin, choose if the field applies to the Member/Person or the Role, then choose the Field Type URL/Link from the drop-down. 


  5. Click the blue Save Field button. Click the x at the top right to close the window.

  6. To view this field in your org chart, click here to learn how to create and apply a Custom Format to display your custom fields in the org chart.

Here's a quick video: 

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 Having trouble? Contact us at help@organimi.com or ask us about the concierge service.

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