Getting started with Organimi – Organimi Help Center

A step-by-step guide to setting up your account and creating your first chart.

Step 1: Create your account

To get started, sign up using one of the following options:

Step 2: Choose a plan

Once logged in, you will be taken to the plan selection page. The following options are available:

14-day free trial — full access to all the premium features with no credit card required
Premium plan — purchase a premium subscription
Standard plan — purchase a standard subscription
Enterprise — contact us form for enterprise enquiries
Free plan — get started at no cost with limited features

💡 Tip: We recommend selecting the 14-day free trial — no credit card required. It gives you full access to explore all features and see how Organimi works for your team before committing to a plan.

Step 3: Enter your organization details

After selecting your plan, you will be asked to provide your organization or company name and your industry. Fill in these details and continue.

Step 4: Select the type of chart you want to create

You will land on the Getting Started page where you can choose the type of chart to build. Three chart types are currently available:

Org Chart - Visualize the hierarchical structure within your organization, showing reporting lines and team relationships.

Project Chart - A matrix-style chart to map structure across cross-functional teams or teams working across multiple projects.

Governance Chart - Display your board of directors and committees without reporting lines — ideal for governance and oversight structures.

Step 5: Select Org Chart and name your chart

Click Org Chart — the most common starting point. A pop-up will appear asking you to enter a name for your chart. Enter a name and click Save and View Chart.

Step 6: Choose how to build your chart

You will be presented with three ways to create your chart:

Build Manually (this guide) Start from scratch, use a guided template, or a real-brand structure and add roles, people, and hierarchy yourself.

File Upload - Upload a CSV or Excel file containing your reporting structure, roles, and people to instantly populate your chart.

Integration - Connect to a HR tool like as Entra ID, Google Workspace, or 15 other available direct integrations to create and maintain a synced chart.

Step 7: Choose a starting point

After clicking Build Manually, you will be presented with three options:

Start from Scratch - Creates a 3-role chart with all vacant roles for you to build on yourself.

Guided Template - Choose from a selection of templates based on your organization type, size, or industry.

Real-Brand Structure - Start with a recognizable public organization's structure as your foundation.

For this guide, click Start from Scratch.

Step 8: Add people via the Talent Pool

Click the Talent Pool button in the top bar to open the talent pool panel. Add the people you want to assign to roles on your chart.

Step 9: Assign people to roles

Drag and drop people from the Talent Pool onto the role cards on your chart to assign them to their respective roles. The vacant role card will update to show the assigned person's details.

What's next?

Once your chart is set up, here are a few ways to continue building it out:

Add more roles and people — Continue adding role cards and assigning people to your chart as needed.
Import from a file — Prefer to work in bulk? Import a CSV or Excel file to populate your chart with roles and people all at once.
Sync with your HRIS system — Keep your chart automatically up to date by connecting it to your HR information system.

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