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.
- How to create an organization.
Setting up Single Sign-on (SSO) Guides
Creating & Updating Organimi Org Charts
- Data Import
- How to manually edit people information.
- How to create a new role.
- How to create a vacant role.
- Manually change a reporting structure.
- How do I drag and drop roles in a chart?
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
- Personio Integration
- PeopleHR Integration
- 15Five Integration
- BambooHR Integration
- Microsoft Entra ID integration.
- Integrate with Okta.
Organimi Chart Types: Traditional, Matrix, Governance & More
- Manually build your matrix org chart.
- Charts for governance or board of directors.
- Community Build.
- 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.
Organimi Photoboards, Directories & Spreadsheet 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 printing guide.
- Printing and exporting overview.
- Optimize the chart for printing.
- Format your chart for printing.
- Print small charts.
- Print large charts.
Organimi Sharing Options
- Share your chart on Notion.so
- 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
- How to setup Salesforce Sharing
- Using a public link to share your chart.
Organimi Data & File Export Options
Organization & Chart Settings
Account Management, Billing & Upgrades
- Pricing & billing options.
- Upgrade your account.
- Viewing and updating billing information.
- Editing your account profile.
- Managing multiple accounts.
- View and print your invoice.