The content in this user guide currently reflects TeamOrgChart Classic and may not match the redesigned interface. Updated guidance for the new UI is in progress.
Custom positions are preserved between data re-loads. Uploading a new data sheet when using an Excel based chart or when the chart refreshes from Entra ID will not impact the custom positions.
Add a custom position using the context Menu
- Place the chart in Edit Mode (CTRL+E).
- Open the context menu of the person you wish to define as a custom position.
- Select or deselect the position type from the menu.
Add a custom position using the custom positions page
- From the Actions menu, select Custom positions.
- Create, edit or delete custom positions in the table.