Adding Clickable URL Links to an Org Chart

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: 

 Having trouble? Contact us at [e-mail] or ask us about the concierge service.