Receiving an Invitation to View / Edit a Shared Chart

If someone wants to share their org chart with you, you may receive it as an email invitation to view the org chart.

To locate the shared org chart for viewing and/or editing:

  1. Open the email containing the invitation to view the org chart.



  2. Click the Sign in now link to login to Organimi.  Note: If you do not have an account, then click on the New user? Register here option to register to login for the first time and get an account.

  3. Once logged in, click Shared with me in the left navigation pane, then click Org Charts directly below Shared With Me.  

 

4. To view the org chart, click on the name of the org chart that appears.

The org chart appears. Depending on your access permissions, you may be able to edit the org chart.

 

 

Here's a quick video:

 

 

 

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

 

Have more questions? Submit a request

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