Getting Started
- V7 Delete an org chart.
- V7 Organimi glossary.
- V7 Import a CSV file into Organimi.
- V7 Create a CSV file for import.
- V7 Learn how Organimi manages people and roles.
- V7 How to create an organization.
Creating Charts
- V7 Community Build.
- V7 How to change the X and Y axis labels on your matrix org chart.
- V7 How to add projects to your matrix org chart.
- V7 How to add team members to your matrix org chart.
- V7 How to add teams to your matrix org chart.
- V7 How to add a team leader to your matrix org chart.
Import data into Organimi to build charts, photoboards and directories
- V7 Integrate with BambooHR.
- V7 Import data from ZoomInfo and other sales lead tools.
- V7 Import data to automatically build your matrix org chart.
- V7 Build a matrix org chart with MS Teams.
- V7 Integrate with ADP.
- V7 Integrate with Paychex.
Themes
- V7 Role card stacking.
- V7 Change the font size.
- V7 Apply a customized theme to your org chart.
- V7 Edit themes.
- V7 Delete themes.
- V7 Rename themes.
Smart Chart Legend
Editing Chart Layout
- V7 Enable automatic role sorting options.
- V7 How to create a vacant role.
- V7 How to create a new role.
- V7 How to add a shared CEO role.
- V7 Move roles by changing the manager.
- V7 Add dotted line / indirect reporting.
Printing and Exporting
- V7 How to print a matrix org chart.
- V7 print org charts in portrait or landscape.
- V7 Add a header, footer, logo and print legend to charts.
- V7 Export or print the employee list from the talent pool.
- V7 Print directories.
- V7 Print photoboards.
Sharing Charts
- V7 Share your matrix chart on a website (iFrame Embed).
- V7 Use a public link to share your matrix chart.
- V7 Show / hide display settings for sharing charts online and in printed form.
- V7 Share your chart on Google Sites.
- V7 Share your chart on Google Workspace.
- V7 Share your chart on Slack.
User Permissions
Photoboard and Directory
Account Information and Billing
- V7 Pricing & billing options.
- V7 Delete your account.
- V7 View and print your invoice.
- V7 Cancel your plan.
- V7 Upgrade your account.
- V7 View and update billing information.
Reports
Compliance
FAQ
- V7 Automatic sync.
- V7 How to import special characters, signs, and fonts from a CSV file into Organimi.
- V7 How can I use Organimi for succession planning?
- V7 How can I use Organimi for employee onboarding?
- V7 Why are my legend badges, and icons not showing in role cards?
- V7 How do I add Slack to role cards?