Searching your Org Charts

Click here if you are using the new Organimi version 5.

If you have a large org chart, you can search for a member name or role to view or edit the information.

 

To search your org chart:

  1. Login to Organimi by going to https://v4.organimi.com/login.

  2. Click the organization you wish to view from the left navigation pane.

  3. Click Organization Roster, or Photoboards in the left navigation pane.

    Note: If you chose Photoboards, continue to select the name of the org chart.

  4. Click in the Search by Member Name field, and enter the name you wish to search.

    From roster view, you can pre-select a specific org chart you wish to search from the 'Org Chart Specific' drop-down list.



    Note: The list then becomes filtered to display only the member you searched.

  5. If you wish to edit the member information, select the name, and then click Edit.

  6. To reset the screen and clear the filter, delete the name you entered in the search field in step 4.

    All members now re-appear.

 

Here's a quick video:

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

 

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