- Veronika Mazour
- November 28, 2024
Sneak peek: overview of the new “Org Chart” feature
Here we are with a new « sneak peek » episode.
🥁🥁 This week, we’re excited to announce a new eXo feature eagerly awaited by many customers and users: the organizational chart.
Content
What’s this new feature?
An organization chart is an informative and organizational tool that provides a snapshot at a given moment of the hierarchical, organizational and functional relationships between the people of an organization.
eXo’s new “organizational chart” feature is based on the “manager” field added to the user profile.
This setting can be set manually or imported automatically via a CSV file or AD by an administrator.
As soon as a user defines his manager(s) in his profile, the organizational chart is automatically updated to display this user as part of the team.
How does it work?
An organizational chart contains several levels of information:
The user is at the center.
His managers are displayed above him.
People managed by the user are displayed below him.
It’s very easy to navigate in the organizational chart: click on the direct manager or a team member card to display the different teams in your organization. Click on the user in the center of the chart to open his profile.
The number at the bottom right of a direct manager or a team member card indicates the number of people the user manages.
By default, all managers are displayed, and only the first 20 team members. A “see more” button displays all the team.
Where can you find out this new feature?
This new organizational chart is available from :
- People directory: click on the dedicated button on a user’s card to open the organization chart centered on that user.
- A user’s photo or avatar: click on the dedicated button displayed when hovering over a user’s photo or avatar to open the user-centric organizational chart.
- The new “My team” page in the “My Workspace” site: go to this page to display the organizational chart centered on your profile.
You can also download the organizational chart in PDF format by clicking on 
Only users displayed in the organizational chart will be included in the PDF file.
How to create and customize an organizational chart?
To create new organizational charts and customize existing ones, you must have « Content Management » rights.
Select the new “organizational chart” application from the list of available components to add it to your page.
You can then customize the application by choosing which user will be displayed at the center of the organizational chart when it opens:
The logged-in user, i.e. you will be displayed at the center of the organizational chart when it opens.
A specific user: a manager, for example, to display a team chart.
Depending on your rights, you can also customize existing charts by choosing the header text and translating it into several languages.
People directory evolves to feature the organizational chart!
People directory layout has been reworked to provide a more streamlined display, while facilitating access to the new organizational chart feature.
User cards now display the interaction buttons (chat and kudos) in the bottom right-hand corner, and the organizational chart button in the bottom left-hand corner. Moreover, administrators can choose which data is displayed under the user’s name. By default, the position, team and city fields appear.
People directory display is limited to 21 profile cards, and a “see more” button lets you see more users.
Another new feature! Logged-in users now appear in people directory, so you can search for yourself.
Stay tuned for more product updates!
discover all the features and benefits
- Tags: eXo, Product News
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