Getting started

Learn how to create, navigate and share organizational charts.

Introduction

Welcome to TeamOrgChart, a Microsoft 365 application to create and share dynamic organizational charts within your organization.

This sequence of guides will walk you through getting started with TeamOrgChart. From how to integrate TeamOrgChart into your workflow, through creating and customizing your first charts, to ensuring your data is accurate and sharing your charts with colleagues.

Key Features of TeamOrgChart

Easy Configuration

Create your first organizational chart in minutes with straight forward setup from a range of data sources, and single sign on authentication.

Swift Navigation

Explore your organization’s structure with ease, using bookmarks and employee search to quickly locate and connect with the people you need.

Complete Customization

Display the information most important to you and decide who and what appears on your chart. Apply custom and conditional stylings to help identify key information and team structures at a glance.

Flexibility

Adapt to an evolving or growing workforce, by adding temporary and vacant positions, or visualize an employee working across multiple teams in different roles.

Trust & Security

TeamOrgChart typically only stores metadata necessary for displaying charts, such as the name of your chart, bookmarks, and conditional rules.

None of this metadata includes personal employee information.

Start a Free Trial

We offer a 30 day free trial, no credit card required, fully featured, and with no limitations.

We appreciate it can take time to evaluate a new product. If you require an extension to your trial please get in touch, explain your reasoning and we'll be happy to extend your trial.

Purchasing TeamOrgChart

Our simple pricing structure is based on your organization's size.

All plans offer full functionality and support.

Small organizations (up to 200 employees)

$25 USD / monthly
$200 USD / annually

Medium sized organizations (Up to 750 employees)

$60 USD / monthly
$500 USD / annually

Large organizations (over 750 employees)

$140 USD / monthly
$1200 USD / annually

Your subscription enables us to consistently support and enhance TeamOrgChart, dedicating more time to development and innovation, so you continuously benefit from improvements and new features.

Custom Solutions

We regularly work with organizations who have specific or custom requirements. If you would like to discuss a project, don’t hesitate to get in touch.

Help & Support

For more information on using TeamOrgChart and it's more advanced features, including conditional rules, multi-level grouping and planning operations, explore our comprehensive user guides.

If you have any questions or need further support, get in touch with our dedicated support team.

Installation

Learn how to integrate TeamOrgChart into your Microsoft 365 environment so you and your colleagues have instant access to your organizational charts wherever you’re working.

TeamOrgChart is accessible directly in your Web Browser, Microsoft Teams, or Microsoft SharePoint, and is available for download from Microsoft AppSource.

Authentication

TeamOrgChart supports authentication through Microsoft Entra ID (formerly Azure Active Directory) and utilizes Single Sign-On (SSO). Users are authenticated with corporate credentials managed via Microsoft 365.

Permissions & Consent

TeamOrgChart works on the minimal consent principle; you only need to provide consent to enable the functionality you wish to use.

The first time you sign in, you will be need to provide consent. Upon signing in, TeamOrgChart will create a trial account with a demonstration chart containing demo data. You can use this chart to explore the features of TeamOrgChart without needing to provide any further permissions.

If you’d like to explore TeamOrgChart without connecting a data source, you can jump straight to navigating your chart.

Accessing TeamOrgChart in Your Browser

Simply sign in to access TeamOrgChart in your web browser.

All major browsers are supported.

Installing TeamOrgChart in Microsoft Teams

Pin TeamOrgChart to your app bar or add to a Team's channel for immediate access to your organizational charts, and bring the full functionality of the web application into Microsoft Teams.

There are two ways of installing TeamOrgChart in Microsoft Teams

From Microsoft AppSource

Install from Microsoft AppSource to add TeamOrgChart to a Microsoft Team's channel.

From Within Microsoft Teams

  1. Navigate to the Apps Section, on the left sidebar of the Teams interface, locate and click on the Apps icon.
  2. Search for and select TeamOrgChart+ in the Apps Section search bar.
  3. On the App's description page, click the Add button. The app will then begin installing to your Microsoft Teams environment.
  4. Once installed, you can find the app in the left sidebar.
  5. To keep TeamOrgchart accessible at all times, right-click the app's icon and select Pin.

Adding TeamOrgChart to Microsoft SharePoint

An SPFx web part that can be deployed to your SharePoint sites and provides 'WebPart' and 'Full-page' web part components. You can install it from Microsoft AppSource.

Administrators & Users

In TeamOrgChart, there are four user roles:

  • Administrator: Can view all charts, except those marked as private or those they have been explicitly denied access to.
  • User Administrator: Can assign both the administrator and user administrator role.
  • Planner: Can create plans from charts they have access to.
  • Read-only (Default): Can view charts they have access to.

TeamOrgChart administrators do not have any additional privileges or rights within Microsoft Entra ID or Microsoft 365, this role is strictly for use within TeamOrgChart.

We recommend defining at least two administrators to ensure continuous access to chart management in case an administrator is unavailable.

Assigning User Roles

  1. From the settings menu, select User Security.
  2. For the role you wish to assign, search for and select the desired user.
  3. To confirm, click Add User.

Create a chart

Learn how to create and customize an org chart from a data source, provide the required permissions and initiate dynamic syncing.

With TeamOrgChart you can create organizational charts from a range of data sources.

  • from Microsoft Entra ID (Formerly Azure Active Directory)
  • from a Microsoft Excel Spreadsheet
  • from a Microsoft Excel Spreadsheet stored in OneDrive
  • from a Microsoft SharePoint list

Create a Chart from Microsoft Entra ID

Organizational charts created using Microsoft Entra ID as a data source are dynamic and automatically synchronize with any changes in your Microsoft Entra ID environment.

To create an organizational chart using Microsoft Entra ID, TeamOrgChart will require you to grant the 'Directory.Read.All' permission (or scope), this is a one-time operation that can only be granted by an account with Global Admin Rights. After the permission has been granted, users will be able to create and access the organizational charts.

To grant the Directory.Read.All permission, click 'Grant Permissions' in the settings menu. Then complete the Microsoft consent workflow for Active Directory Org Chart.

Creating a Chart

  1. On the home page, click 'Create Org Chart'.
  2. Give your chart a name.
  3. Select Microsoft Entra ID as your chosen data source.
  4. Complete the Microsoft consent workflow.
  5. Search for and pick your starting person, the individual who will be at the top of the organizational chart. Alternatively, select Start from User, from the Dynamic Start Position dropdown menu, to use the current user as your starting person.
  6. Open your new organizational chart, it is now ready for further customization.

Create a Chart from a Microsoft Excel Spreadsheet

Organizational charts created using a Microsoft Excel as a data source are not dynamic and will not automatically synchronize with any changes in your Excel Spreadsheet.

Your spreadsheet must contain:

  • An ID Column: a column that uniquely identifies each person.
  • A Manager Column: a column that identifies each individual's manager.

These two columns form the basis for creating the hierarchy. The column 'data types' must match. For example, if you use an email address for the ID, you must also use an email address for the Manager.

The other columns in the spreadsheet are used to show data within the organization chart. Typically, these will include things such as name, job title, department, and telephone number. However, there are no specific requirements. The additional columns can be displayed in the chart boxes, used within conditional rules, and shown in the information pop-up window.

Creating a Chart

  1. On the home page, click 'Create Org Chart'.
  2. Give your chart a name.
  3. Select 'Load from a Spreadsheet'.
  4. Upload your spreadsheet, either drag and drop onto the spreadsheet upload panel, or click the upload button and locate your chosen file. A table showing a portion of the spreadsheet data will now be displayed, click 'Import Positions' to load your it into TeamOrgChart.
  5. Select the ID and Manager, pick the columns from your spreadsheet data the holds the unique and manager ID's. You can also select which columns contain other information such as names, email adresses and departments.
  6. Click 'Load Data...', TeamOrgChart will now locate the person at the top of the organization and display the first three levels of the organizational chart starting from their position. Your chart is now ready for further cusomization.

Creating a Chart from a Microsoft Excel Spreadsheet stored in OneDrive

Organizational charts created using a Microsoft Excel Spreadsheet in OneDrive as a data source are dynamic and will automatically synchronize with any changes in your Excel Spreadsheet.

To enable TeamOrgChart to create charts from Microsoft Excel Spreadsheets stored in OneDrive, the permissions 'Files.Read.All' and 'Sites.Read.All' are required. To grant these permissions, click 'Grant Permissions' in the settings menu. Then complete the Microsoft consent workflow for OneDrive Org Charts.

Creating a Chart

  1. On the home page, click 'Create Org Chart'.
  2. Give your chart a name.
  3. Select 'Create Org Chart from Excel file on OneDrive'.
  4. Search for and select your chosen Excel file from your OneDrive.
  5. Select the ID and Manager, pick the columns from your spreadsheet data the holds the unique and manager ID's. You can also select which columns contain other information such as names, email adresses and departments.
  6. Click 'Load Data...', TeamOrgChart will now locate the person at the top of the organization and display the first three levels of the organizational chart starting from their position. Your chart is now ready for further cusomization.

Create a Chart from a Microsoft SharePoint List

Organizational charts created using a Microsoft Excel as a data source are dynamic and will automatically synchronize with any changes in your SharePoint List.

To enable TeamOrgChart to create charts from Microsoft SharePoint Lists, the permission 'Sites.Read.All' is required. To grant this permission, click 'Grant Permissions' in the settings menu. Then complete the Microsoft consent workflow for SharePoint Lists.

Discover the many helpful tools to assist navigating your chart, including bookmarks and employee search, enabling you to find the people, teams and information you need quickly.

Navigation in the Tool Bar

  • Back to top of chart: Navigate instantly to the individual at the top of your organizational chart.
  • Find yourself on the chart: Move directly to the current user's position.
  • Employee Search: Search by any data attribute, such as name, department or phone number to find an individual. Click on an individual from the search results to navigate to their position on the organizational chart.

Navigation from the Chart Box

Moving Up & Down Chart Levels

  • Click the 'Nav' icon in an individual's chart box to navigate down your organization's heirachy.
  • Click the 'Nav' icon in the individual's chart box at the top of your displayed chart to navgate up your organization's heirachy.

View and move to locations and individuals on your chart that you have recently visited using the navigation history dropdown found in the navigation box.

Bookmarks

Providing quick access to the individuals and teams you visit frequently, accessible from the Bookmark Bar, located beneath the chart toolbar.

Creating a Bookmark

  1. Click 'Manage Bookmarks' in the chart toolbar.
  2. Click 'Create a New Bookmark' and give your bookmark a name.
  3. Position you bookmark by searching for and selecting the individual to attach the bookmark to.
  4. To add your bookmark to the chart and to view in the navigation bar, check 'Show in Navigation' and click 'Save Bookmark'.

Need to frequetly access a specific location on the chart? Set bookmark to view on launch by favouriting a bookmark by clicking the star icon on a bookmark's navigational tab, each user can set there own.

Customize your chart

Customize your chart to refelect your organizational structure, working practices and to highlight key information.

Choose What Information is Displayed in Your Chart

In Your Chart Boxes

Click 'Choose Box Content' in the chart toolbar.

  • Add information to your chart boxes by selecting a data column from the 'Select a new column to add' dropdown menu and clicking 'Add New Column'.
  • Remove information from your chart boxes by clicking the 'three dot icon' on your chosen data column and clicking 'Delete' on the subsequently displayed options.
  • Style the information displayed in your chart boxes. Options include color, size and font family.
  • Reorder the information displayed in your chart boxes; simply drag and drop into your required order.

Click 'Save' to apply your changes.

In the Information Window

  1. Click 'Choose Box Content' in the chart toolbar.
  2. Scroll down to the 'Choose the Columns for Search, Staff Directory and Information Window' section.
  3. In the 'Show in Information Window' column, check or uncheck the columns you wish to be displayed.
  4. Click 'Save' to apply your changes.

Choose Who Appears On Your Chart

You may find that there are people within your chart who you wish to exclude.

This is often the case when using Microsoft Entra ID as a data source, as this will often contain service, administration and test accounts.

To exclude these people, use TeamOrgChart's Conditional Rules.

A rule consists of two parts:

  • An Expression — checks if information in each box, or item, in the organizational chart meets a specific requirement. For example, 'JobTitle' equals 'Director' or 'Country' equals 'USA'.
  • An Action (or Actions) — what to do if the expression is met. For example, 'Exclude from Chart'.

Create a Conditional Rule

  1. Click 'Conditional Formatting' in the chart toolbar.
  2. Click 'Add a New Rule'.
  3. Add an expression by clicking 'Add an Expression' and defining:
    • a column to test, such as 'Job Title'
    • an operator, such as 'Contains'
    • a value (or multiple values), such as 'Web' and 'Digital'
  4. Click 'Save'.
  5. Add one or more Actions to take if the expression is met. To exclude people from your chart, use the 'Exclude from Chart' action; when applied this will remove them from both the chart and search results.

Styling Your Chart

Customize the appearance of your chart boxes, ensuring that your organizational charts are visually aligned with your preferences or corporate branding.

Click 'Change Styling' to access customization options including layout, size, visual style, background and border color.

Remember to click 'Save' to apply your changes.

Templates

Create a style and layout you want to use again?

Save your customizations as a template to reuse with multiple charts and ensure visual consistancy across all your organizational charts.

Custom roles

Learn how to add a range of custom positions, including temporary and assistant roles, to visualize your company's evolving organizational structure.

Adding Vacant & Temporary Positions

By accounting for vacant and temporary positions, you can highlight organizational changes while supporting better decision making and future planning.

  1. Enter edit mode.
  2. Hover over the individual you wish to attach the new position to.
  3. Click 'Add Below', 'Add Above' or 'Add Peer' as required.
  4. Click 'Vacant/Temporary' position in the 'New Role' pop up window.
  5. Add a name, optional description and image for the role. If the position is temporary set an expiry date, the chart will then be removed on that date.
  6. Click 'Add'.

Vacant and temporary positions are independent of the chart's data source and will persist through reload. So uploading a new data sheet when using an Microsoft Excel based chart or when the chart refreshes from a Microsoft Entra ID change will not impact these positions.

Adding Assistants & Joint-Managers

Display roles in your organization that are not in the direct line management heirachy such as assistants, PA's and secretaties.

  1. Enter edit mode.
  2. Open the context menu of the required individual, and select the position you wish to add.
  3. The individual will automatically be assigned in there new role to their direct reporting manager, you can drag and drop their chart box to change their position in the chart.

Like vacant and temporary positions, assistant and joint-manager roles are independent of the chart's data source and will persist through reloads.

Data analysis

Identify data issues and ensure your chart is accurate and up-to-date.

Running a Data Check

It is recommended to run a data check whenever you create a new chart. This ensures any potential data issues are identified early, helping to maintain accuracy and consistency in your organization chart.

You can run our default data check which will identify:

  • Missing or empty data values
  • Duplicate unique ID's
  • Missing managers
  • Circular references

Or you can customize to suit your organization's priorities, by adding, modifiying or removing checks.

How to Run a Data Check

  1. Click 'Analysis' in the chart toolbar.
  2. Click the 'Run Analysis' button to generate a report; this may take a few minutes depending on your organization's size.

Share your chart

TeamOrgChart does not support anonymous access to organization charts.

To access a TeamOrgChart organization chart, users must have an Microsoft Entra ID account within your tenant.

Publishing Your Chart

To make your organization chart accessible to other people within your company it must be published.

Each chart has three published states, and these are:

Private

Only you can access the chart

Unpublished

Only you and other administrators in your organization can view and edit the chart

Published

You and other administrators in your organization can vire and edit the chart.

Read-only users can view the chart.

To change the publish status of a chart, open the publishing window from the actions menu, select your required publishing state and click 'Save Changes'.

Adding a Chart to a Microsoft Team's Channel

Within the channel, select the Open Apps icon, in the top-right of the interface.

Then search for, locate and select TeamOrgChart+.

Select the option to Pin a tab for TeamOrgChart+.

The configuration page will open, select the organization chart you wish to display within the channel and click 'Save'. The organization chart will then be displayed.

The print dialog is accessible from the chart toolbar. Click the 'Print' icon to open the options dialog.

After opening the dialog you can select the page size and orientation, enter a title and some additonal notes or simply press Export to generate the report.

The print feature supports three different formats:

  • PDF: Export is a PDF document.
  • Image: Export is a PNG graphic.
  • SVG: Export is a SVG (Scalable Vector Graphic).

Once printed you can distribute your organization chart or embed it within another application, for example Microsoft Word or PowerPoint.