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 people can view and/or allow them 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 team members 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:
From the main menu, navigate to the Org Chart page.
Click the three-dot menu in the upper right corner of the chart, then click Share.
When the window opens, click the Link Sharing toggle.
Click Copy Link, then click Save.
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, only people's photos, names, titles, and total subordinates will be displayed. 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:
From the Org Chart page, click the Import/Export button in the upper right corner.
Click Export to PDF or Export to PNG.
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.Select additional options such as Include current date, Include chart details, Include key metrics, or Fit to page.
Note: Fit to page will be automatically selected when exporting One or More Chart Sections.Click Export to download the file.
To export your org chart as a CSV:
From the Org Chart page, click the Import/Export button in the upper right corner.
Click Export to CSV.
Use the checkboxes to select which data fields you'd like to include in your exported CSV file.
Click Export to download the file.
Please contact our Customer Success Team for additional assistance.
Additional Resources
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