How To Share Your Matrix Org Chart

 

For multiple chart sharing options see, Sharing your Org Charts, Photoboards & Directories.

By default, an org chart is set to Private, however, you can choose to share your chart with select individuals by emailing them a link.

 

  1. Open the chart you wish to share.
  2. Click the Share & iFrame Embed icon. mceclip0.png

                        mceclip3.png  A popup menu appears.

 

              mceclip1.png

 

   3. Select Share.

 

                           mceclip3.png  The Share Chart screen appears.

 

            mceclip3.png

 

                 a. Click the Chart Privacy radio button to change the privacy setting.

                 b. In the Add emails to share with field, type email addresses of the people to whom you wish

                     to share the chart.

                 c. Click the drop-down menu to assign View or Edit permissions.

                 d. Click the Select Share Options link to access multiple share options.

 

                                       mceclip3.png  The second Share Chart screen appears.

         mceclip4.png

 

4. Select chart sharing options that you wish to apply to your chart.

5. Click Save & Finish when done.

 

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

 
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