As an account owner or administrator, you can give users only viewing rights.
Users of a shared chart with View Only permissions can only view that specific chart. They CANNOT view private custom fields.
Note: All the viewers need to be invited to the Organimi application by an owner/admin. If the user tries to login to the application without an invite, it will create a new free trial account for them. This is applicable only for non-SSO accounts.
- From your organization's dashboard, click USERS.
- Click New User.
- In the Add a New User popup window, click the down arrow in the Access Type field and select Viewers.
- In the Chart Access section, to give viewing access to:
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- All charts in the organization, put a checkmark next to the Select All Charts checkbox
- A specific chart, put a checkmark next to that chart
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- In the Users to Invite section and the Emails field, type the email address of the user.
- Click + Add Email(s).
- Click Send Invitation(s).
A confirmation message appears.
The new account viewer appears in your USERS tab.
Here's an example of the invitation email the new viewer will receive.
Subject line: View the org chart [Name] has made on Organimi.
Related articles:
- Remove users.
- Add an administrator.
- Add an account owner.
- Add a user with editing rights.
- Using a public link to share your chart.
- Share your chart on a website (iFrame Embed).
Having trouble? Contact us atsupport@organimi.com
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