Sharing an Org Chart

Share your org chart with different stakeholders.

Brett avatar
Written by Brett
Updated over a week ago

Inviting Team Members to Your Org Chart

Inviting others to your account is the best option to securely share an interactive version of your chart. By default, invited users without administrative permissions can view, but not export, the org chart and limited people data. By adjusting your org chart permissions, you can limit who employees can view and/or allow employees to export the org chart.

Sharing a Link to Your Org Chart

You can also grant access to those without a company login by sharing a link to an interactive, read-only version of your org chart. This allows partners, vendors, board members, executives, or even employees to access your org chart without authenticating first. Anyone with the link can view your org chart but cannot make changes.

To share a link to your org chart:

  1. From the main menu, navigate to the Org Chart page.

  2. Click the Share button on the org chart toolbar in the upper right corner.

  3. When the window opens, click the Link Sharing toggle.

  4. Click Copy Link, and then Save.

  5. Paste the link where appropriate to share with others.

    Notes about sharing an org chart link:

    •When viewing an org chart via a shared link, displayed data will include only Photo, Name, Title, and Total Subordinates. Additional data options and color coding will not be viewable via the org chart link.

    •As an additional measure of security, you can restrict access to specific IP addresses.

There may be cases when you’d prefer to export your org chart as a PDF, PNG, or CSV:

  • Sending a PDF of your org chart is helpful for sharing a static, printable version of your org chart.

  • A PNG is great for adding an org chart image to PowerPoint presentations or other documents.

  • Emailing the org chart in a CSV format may be desirable if you have a designer who needs to work with your org chart in a vector graphics format.

To export your org chart as a PDF or PNG:

  1. From the Org Chart page, click the Export button on the toolbar in the upper right corner.

  2. Select PDF or PNG.

  3. Select an org chart view to export:
    Current View will export the view shown on your screen.
    Full Org Chart will export a fully expanded chart showing all positions and currently displayed data fields.
    One or More Chart Sections will appear as an option if you’ve created chart sections, allowing you to export individual sections on separate pages in the file.

  4. Select additional options such as Include current date, Include chart details, or Fit to page.
    Note: Fit to page will be automatically selected when exporting One or More Chart Sections.

  5. To Share Via Email, click PDF or PNG on the dropdown and enter an email address before clicking Send Now.

    Note: To export and download a file rather than emailing it, leave the Share Via Email fields blank.

To export your org chart as a CSV:

  1. From the Org Chart page, click the Export button on the toolbar in the upper right corner.

  2. When the Export window opens, select the CSV format.

    Note: When exporting the Org Chart via CSV, if data fields are hidden in the Data Options panel or individually disabled in the Data Options panel, default fields will automatically appear on the file you’re sharing. These include Name, Employee ID, Work Email, Title, Reports, Position ID, Reports To Name, Reports To Employee ID, Reports, Work Email, and Reports To Title.

  3. Click Export to download the CSV file, which you can include as an email attachment when sharing.

Please contact our customer success team for additional assistance.

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