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Org Charts display the hierarchy in your team/company.

Org Charts

You can now display a visual representation of your connections to other users (superior / subordinates) in the new "Org Chart" tab in your user profile (if the profile fields are configured accordingly by your administrator).



You can move the Org Charts via drag & drop.

Use the arrow buttons next to the user cards to open or close single branches of the Org Charts.

Use the slider to control the zoom level.

The Center view button will center the Org Charts on yourself.

The Reset view button will reset all changes you made (positioning, zoom level, opening new branches) and display the default view.


Please note that if Space Privacy is active on your instance, only members of the internal group will have access to Org Charts!




Configure Org Charts

Navigate to Confluence administration → Linchpin → User Profiles → Org Charts.


Activate Org Charts

For Org Charts to work at all, you need to activate the Activate hierarchical Org Chart slider.



Superiors

For Org Charts to work, you have to configure which profile field holds the information about superiors/subordinates.

In the Superior section, select the profile field which you configured as a "superior indicator". Click on the Save button to save your changes.

If there is no entry you can choose from, the administrator first needs to add a profile field with the field type "User select" in the Profile Editor.



If you use LDAP or XML to fill the configured profile field, the organization chart will be available in the user's profile after the next synchronization.


Top position

NEW IN 2.25.1

This option needs to be configured for Org Charts to be displayed within the People Directory.

In this field, enter the user(s) who do not have any superiors and therefore are at the very top of the hierarchy.



To view the Org Chart, navigate to the people directory. Click on the Org Chart button located in the sidebar on the left side.

If you entered more than one superior, you will see tabs for every respective superior, labeled with their names. Each tab features the Org Chart of the respective superior.




Org Charts and LDAP sync

When importing values into user select profile fields, like when using Org Charts, make sure that the directory attribute contains the user reference as a DN (distinguished name).

This means that the superior has to be referred to via their DN (distinguished name).

The distinguished name (DN) usually has a format like this: cn=user,dc=domain,dc=name.

If a display name (clear name) is used, functions depending on the user select profile field won't work. In this case, the superior won't be displayed.



The Org Chart macro

NEW IN 2.25.1

You can display the Org Chart on any page, now.

Linchpin User Profiles 2.25.1 features a brand new Org Chart macro.

Insert the macro into any page and configure it to display an Org Chart wherever you want.


Configuration

In the Top position input field, enter the supervisor whose team/department you want to display.

If you wish to display the whole organization, for example, enter the CEO (there's probably no one above the CEO).

In the Depth section, select how many hierarchical levels should be displayed initially by the macro. Those depth levels can be changed anytime when viewing the Org Chart.

Finally, enter the desired height of the macro in pixels (px).


Once you're done, click on the Insert button and publish the page.




This page was last edited on 03/01/2021.