Getting Started with Organimi
- Organimi Sign in options.
- Manually build your org chart.
- Manually add people into Organimi's Talent Pool.
- How to create an organization.
- Manually add people to an organization.
- Create a CSV file for import.
Setting up Single Sign-on (SSO) Guides
Creating & Updating Organimi Org Charts
- 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?
- Why are some fields missing from my chart?
Organimi Role Cards & Talent Pool
- Learn how Organimi manages people and roles.
- Role card types.
- Create a single role type.
- How to delete a role.
- Create a shared role type.
- Create an assistant 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
- BambooHR Integration
- Azure Active Directory integration.
- Integrate with Okta.
- Set up G-Suite integration.
- G-Suite integration - updating your org charts, photo boards, and directories.
- Google Sheets integration.
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 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.
- How do I remove a name from my role card.
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
- 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
- Using a public link to share your chart.
- Customize public link share settings.
- Share charts using, share with people and groups.
- Share your chart on a website (iFrame Embed).
- Customize iFrame link share settings.
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.