Org Chart (SharePoint Modern in Office 365)

How-Tos & Manuals
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The Org Chart provides a quick snapshot of the organization hierarchy and allows users to drill down and explore the organization tree.
The Org Chart relies on the Active Directory [manager] field to show the reporting hierarchy. Names and titles also come from AD.

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To add a web part, simply click the (+) button in the section of your SharePoint page and look for the Organizational Chart web part as shown below:
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You’ll need to pick a user at the head of the org chart and click Apply for the web part to start showing people:
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Hiding specific users from the org chart
  1. In your SharePoint tenant log into User Profile Service Application:

https://[your_tenant_name]-admin.sharepoint.com/_layouts/15/TenantProfileAdmin/MgrProperty.aspx?ProfileType=User

  1. Click New Property as shown below
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  2. Set the property name and display name as “HideFromOrgChart” as shown below
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  3. For default privacy setting set “Everyone” as shown below

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  4. Click OK o save the new property.

  5. Now, navigate to profile finder:

https://[your_tenant_name]-admin.sharepoint.com/_layouts/15/tenantprofileadmin/ProfMngr.aspx

  1. For each of the users you’d like to hide from the org chart, edit their profile and set their “HideFromOrgChart” value to “1”, as shown below

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  2. This change should take affect in a minute for each user.

Adding an Org Chart on to your SharePoint page
  1. Click [Edit] on the page you’d like to add the Org Chart to
  2. Click the [+] icon in the desired section
  3. Search for the app titled Organization Chart (Modern) and add it to the page
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  4. Click [Edit web part] link on the page
  5. Optionally set the title of the app in the [WebPart] title section. This will show at the top of the Org Chart hierarchy. Leave this option blank to show nothing.
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  6. Set the name of the leader from whom the Org Chart should start. For departmental org charts, this could be the VP of the Department. For Company-wide org chart, this would be your CEO.
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  7. Switch [Show all managers] field to ON (most common setting), if you’d like the org chart to show managers as users drill down the hierarchy tree.
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  8. Save the page
Change color and display settings

You can choose different colors and display settings for your org chart as follows:

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Advanced: Setting up manager relationship for the org chart

For the org chart to know how to draw a correct hierarchy, it needs to know who’s the manager of each person.

NOTE: This task will require access to SharePoint Online Exchange admin.

  1. As an administrator, navigate to Sign in to Outlook

  2. Click recipients on the left-hand side menu

  3. Pick a first user from the list and select the [Edit] icon as shown below
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  4. Now, pick an [organization] tab on the left, and then [Browse…] next to the “Manager“ field, as shown:
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  5. From the list, pick the person’s manager and click OK, then Save.

  6. That’s it, now you just need to repeat steps 3-5 for all the other users so they too have a proper manager assigned OR make updates to a manager field in bulk
    Bulk+updating+manager+field+in+Offie365+for+several+users

NOTES:

  • It might take 24 hours for Office 365 to pick up your manager settings.
  • Users with no manager assigned to them won’t show up on the org chart.

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