How to move an org chart to a different organization?
Select the chart you wish to move, click Duplicate, select the destination organization and click Move Chart.
Note: The logged-in user must be an Administrator.
In this example, we will move a chart from Practice Organization to My Organization.
- From your organization's dashboard, select the chart you wish to move.
- Click Duplicate.
- On the Copy Chart screen:
- In the Destination Organization field, click the down arrow and select the organization into which you wish to move the chart
- In the New Chart Name field, click the pencil icon to rename the chart
- To delete the original chart, un-check the checkbox, Keep the original chart after move
- Click the More Options link to customize the chart. You can choose granular settings for which parts of the chart get moved.
- Click Move Chart