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Welcome

Get started

  • TeamOrgChart on the web
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  • Enable features and grant permissions

Create

  • Build a chart from Entra ID
  • Build a chart from an Excel file
  • Build a chart from a SharePoint list
  • Build a chart manually

Explore

  • Chart selector
  • Search your charts
  • Move around your chart
  • Bookmarks

Edit

  • Edit mode
  • Chart builder

Organize

  • Conditional rules
  • Employee grouping
  • Vacant and temporary positions
  • Additional roles
  • Custom positions
  • Exclude people and accounts

Customize

  • Chart box content
  • Chart box styling
  • Conditional styling rules
  • Highlight a team
  • Company branding
  • Interface

Manage

  • Rename a chart
  • Duplicate a chart
  • Delete and recover charts
  • Data health
  • Compare charts

Share and collaborate

  • Chart visibility
  • Share a chart
  • Notes
  • Print and embed
  • Plan future scenarios

Keyboard shortcuts

Manage user access

Manage account

Help and support

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Set up TeamOrgChart

TeamOrgChart on the web

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