Revision History and Tracking
Getting Started with Organimi
- Getting started with Organimi
- Org Dashboard
- Release Notes: June 14th Release
- Organimi Sign in options.
- Manually build your org chart.
- Manually add people into Organimi's Talent Pool.
Setting up Single Sign-on (SSO) Guides
Creating & Updating Organimi Org Charts
- How to add multiple pick list values to the import file
- How to add vacant roles to import file
- Data Import
- How to manually edit people information.
- How to create a new role.
- How to create a vacant role.
Organimi Role Cards & Talent Pool
- Role Card Visual Design & Theme Styles Update
- How to create sub-charts (Alias Charts) from the main chart
- Learn how Organimi manages people and roles.
- Role card types.
- Create a single role type.
- How to delete a role.
Organimi Data & Photo Import Options
Connecting Organimi with Microsoft, Google & Other Apps
- How to set up the PeopleHR integration
- How to set up the Jumpcloud integration
- How to set up the Office 365 integration
- How to set up the Zoho People integration
- How to set up the Okta integration
- How to set up the Rippling integration
Organimi Chart Types: Traditional, Matrix, Governance & More
- Manually build your matrix org chart.
- Charts for governance or board of directors.
- How to add a team leader to your matrix org chart.
- How to change the X and Y axis labels on your matrix org chart.
- How to add projects to your matrix org chart.
- How to add teams to your matrix org chart.
Photoboards, Directories, Spreadsheet & Spotlight view
Using Organimi Themes for Chart Layouts
- Customize your Role Details window (Details Pane) in Themes
- Customize your Photoboard settings in Themes
- Apply a customized theme to your org chart.
- Edit themes.
- Enable fields to display on role cards.
- Customize your directory settings in Themes.
Customizing Organimi Charts: Custom Fields & Smart Chart Legends
- How to apply conditional Role Colors in your chart through legends
- How to use customizable URLs
- Adding Planned Hire Date for vacant roles
- Working with Rollup and Icon Set custom fields
- Working with Location type field
- Working with computed custom field.
Organimi Printing Options
- Organimi's Latest Print Edition
- Format your chart for printing.
- Paginated printing.
- Printing with table of contents.
- Save print settings.
- Display an org chart in compact mode.
Organimi Sharing Options
- Share your chart on Notion.so
- Global Roster Share
- How to Show/Hide fields from the search in public/embed links and viewers?
- Generate a Direct Link to a Role in an Org Chart
- Public/iframe embed Print
- Using a public link to share your chart.
Organimi Data & File Export Options
Organization & Chart Settings
Account Management, Billing & Upgrades
- How to cancel your Organimi subscription
- How to delete your Organimi account
- Pricing & billing options.
- Upgrade your account.
- Viewing and updating billing information.
- Editing your account profile.