How to create an Org Chart in SharePoint


org chart in sharePointDid you know that SharePoint 2013 has a pretty cool OUT OF THE BOX web part to display your Organization’s Org chart? Up until recently, if you wanted to display an Org Chart in SharePoint, you had to rely on Visio diagram, acquire expensive 3rd party tools (web parts) or just be content with the plain and simple contact list. Below I will show you how to add and configure an Org Chart in SharePoint and have available and ready to use in literally few minutes (yes, it is that simple!)

 

Create an Org Chart in SharePoint – step by step instructions

org chart in SharePoint

 

Step 1: Add Org Chart Web Part to the page

Edit the page where you want to add an Org Chart to. Scroll down to Social Collaboration under Categories, then choose Organizational Browser (that’s the actual name of the web part). Click Add to add the web part to the page.

org chart in SharePoint

 

Step 2: Configure the Web Part (add reporting structure)

You will notice from Step 1 that the Org Chart on the page just displays your own name and that’s it. That is because SharePoint does not yet know who reports to whom. We need to add this detail first. To do that, we need to get to the User Profile function in SharePoint Admin Center. Once in SharePoint Admin Center, click on User Profiles, then Manage User Profiles.

org chart in SharePoint

 

 

 

Find the profile you want to edit. Put a cursor to the right of the profile name, a small drop down arrow will appear. From drop-down menu, choose Edit My Profile.

org chart in SharePoint

 

You will see a list of fields & properties available for the user. You can complete any of those fields, but for our purpose, let’s take care of the Org Chart.

org chart in SharePoint

 

 

 

The Organization Web Browser we added in Step 1, uses Manager field to know who the user reports to. To add a manager for a user, just fill in the choice in that field.

Make sure you hit Save at the very bottom of the screen. Please note that the Manager name has to exist as a licensed SharePoint user in your Office 365. In other words, you can’t type in any name.

Repeat above step for all the users in your organization. Go back to the page where you added the Organizational Browser Web Part and you now will have a fully functional, clickable Org Chart for your organization!

org chart in SharePoint

 

By the way, you can also access the org chart in SharePoint by clicking on the user’s name. It will bring you to My Sites page for that user. In there, you can see reporting structure, among other things for that user (full contact info, etc.)

org chart in SharePoint

Few important notes on the Org Chart above:

  • Check your plan to make sure you have the web part available. Majority of O365 plans (E1, E3) have it, but some basic ones do not.
  • To enjoy the full Org Chart experience, you have to use Internet Explorer browser. It will still work with others (i.e. Chrome), but you won’t see the photos of the user
  • You have to have Global or Corporate Admin privileges to be able to configure the user profiles. If you don’t have it – please ask your corporate admin/IT to take care of this step or have them grant you appropriate permissions.

 

Need help with SharePoint?

Gregory Zelfond_sAs an independent SharePoint & Office 365 Consultant and certified Project Management Professional (PMP), I help small businesses and non-profits unlock the power of SharePoint so they can improve the bottom-line business results.

My code-free, out-of-the-box SharePoint solutions include: SharePoint/Office 365 Migration, Document Management and Training to small businesses and non-profits. As an independent consultant who works virtually and remotely, my services cost a fraction of what you typically would pay SharePoint consulting firms.

Contact me at greg@sharepointmaven.com if you need help with SharePoint/Office 365 in your organization.