Multiple Chart Sharing Options

 

This knowledgebase article presents different scenarios for sharing your Chart.

 

Contents 

Make The Chart Public

Securely Embed Your Chart On Another Website 

Share Your Chart Privately Or Directly With Individuals

Add Administrators 

Add Account Owners

 

 

Make The Chart Public 

The public Chart link is accessible to anyone that has the link.

This option is not ideal for Charts that contain highly sensitive information as the link can be shared between people or on websites, etc. However, there are many scenarios where this feature is appropriate.  For details see, Sharing a Public Link to View an Org Chart or Setting Access Permissions for an Org Chart.

Securely Embed Your Chart On Another Website  

A more secure way to share your chart is to embed it on another web or intranet site.

This does NOT require end users to have an Organimi account and you can keep your chart set to Protected. However, to allow Organimi access, you must specify the URL of the site on which you wish to embed the Chart. The chart is only accessible when viewed from within this outer page/intranet.

Many companies sharing their Chart internally on their intranet site will choose this option.

For details see:

 

Share Your Chart Privately Or Directly With Individuals 

You can also choose to give View or Edit permissions to individual email addresses or Bulk Share your Chart with all employees in a chart and even the entire organization.

Persons for whom the Chart is shared receive a link. After clicking the link, they choose from the following login options:

  • Setup a password
  • Log in with Microsoft Office365, Google or LinkedIn for Single Sign-on without having to enter a password 

          Note:

          For Single Sign-on, send the invitation to the same email address they use to sign into 

          Microsoft Office 365, Google or LinkedIn. 

 

For details see:

 

Add Administrators

Adding Administrators to your Organization grants them access to all Charts within that Organization. For details see, Adding An Administrator.

Note:

         Only the Owner of an Org Chart can add Administrators. 

 

Add Account Owners

Account Owners have access to ALL Organizations in the account, with special permissions and rights. For details see, Adding an Additional Account Owner

 

Note:

         Only the Owner of an Account can add Account Owners. 

 

 

Having trouble? Contact us at support@organimi.com or ask us about our concierge service.

 
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