Getting Started with Organimi
- Organimi Sign in options.
- How to create an organization.
- Create a CSV file for import.
- Create a chart by importing a CSV file into Organimi.
- How to rename an organization.
- How to rename an org chart.
Creating & Updating Organimi Org Charts
- How to turn photos on and off.
- Manually build your org chart.
- Manually add people into Organimi's Talent Pool.
- Manually add people to an organization.
- How to manually edit people information.
- How to create a new role.
Organimi Role Cards & Talent Pool
- Drag and drop role cards vertically.
- How to delete a role.
- Learn how Organimi manages people and roles.
- Role card types.
- Create a single role type.
- Create a shared role type.
Organimi Data & Photo Import Options
- Create a chart by importing an Excel file into Organimi.
- Add custom fields to an Excel spreadsheet or CSV file.
- Working with very large charts.
- Import photos.
- Import data to automatically build your matrix org chart.
- How to import special characters, signs, and fonts from a CSV file into Organimi.
Connecting Organimi with Microsoft, Google & Other Apps
- Azure Active Directory integration.
- Set up G-Suite integration.
- G-Suite integration - updating your org charts, photo boards, and directories.
- Google Sheets integration.
- Sync your org chart to Google Drive.
- Office 365 integration.
Organimi Chart Types: Traditional, Matrix, Governance & More
- Switch your org chart left-to-right.
- Switch to a bottom-up org chart.
- Charts for governance or board of directors.
- Community Build.
- Manually build your matrix org chart.
- How to add a team leader to your matrix org chart.
Organimi Photoboards & Directories
Using Organimi Themes for Chart Layouts
- Customize your directory settings in Themes.
- How do I remove a name from my role card.
- Enable fields to display on role cards.
- Apply a customized theme to your org chart.
- Edit themes.
- Customize cards.
Customizing Organimi Charts: Custom Fields & Smart Chart Legends
- Working with custom fields.
- How to add custom fields.
- Create public and private custom fields.
- Add data to custom fields.
- How to edit custom fields.
- How to delete custom fields.
Organimi Printing Options
- Printing with table of contents.
- Display an org chart in compact mode.
- How to use the "Screenshot As Is" feature.
- Organimi's printing guide.
- Printing and exporting overview.
- Optimize the chart for printing.
Organimi Sharing Options
- Customize iFrame link share settings.
- Customize public link share settings.
- Using a public link to share your chart.
- Share charts using share with people and groups.
- Share your chart on a website (iFrame Embed).
- Show / hide display settings for sharing charts online and in printed form.
Organimi Data & File Export Options
Organization & Chart Settings
Account Management & Billing
- Managing multiple accounts.
- Pricing & billing options.
- Editing your account profile.
- Viewing and updating billing information.
- View and print your invoice.
- How do I reset my password?