Getting Started

How to Create an Org Chart

Quick Start Tips

Editing an Organizational Chart

Smart Chart™ Legend

Basic Chart Formatting

Editing and Searching Your Org Chart

Changing the Formatting

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Working with Custom Fields and Views

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Reporting Relationships

Adding and Deleting Members and Roles

Using Different Role Types in Organimi

Sharing your Org Charts, Photoboards & Directories

Chart Sharing Scenarios

SHARING A CHART PRIVATELY WITH SELECTED INDIVIDUALS

Sharing an Org Chart Publicly

Displaying an Org Chart on Selected Web Pages

Administrative Controls and Billing

Account Information

Updating Billing Information

Changing the Administrative Control Settings

Printing and Exporting Org Charts in Organimi

Printing Your Org Charts

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Photoboards and Directories

Photoboards and Directories

Frequently Asked Questions

Questions About Role Box Alignment

QUESTIONS ABOUT SMART CHART™ BADGES & COLOR CODING

Questions about Shared Roles

Questions about Importing and Exporting

QUESTIONS ABOUT YOUR ACCOUNT

Questions About Printing

Questions about Layout and Formatting

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Questions about Large Charts

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Questions About Fields and Roles

Questions about Photos

Integration with Other Applications

Integrating Organizational Charts With HR / HCM / HRMIS / HRMS Systems

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Integrating Organizational Charts With ERP Systems

Integrating Organizational Charts With Application Development Platforms

Integrating Organizational Charts With Customer Relationship Management Systems (CRM)

Automated Imports

LinkedIn Integration

Microsoft Azure / Office 365 Integration

Loyalty Programs

Organimi's Referral Program

Business Cases

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