Organizational Chart | Axero Documentation

Axero's org chart allows for rich visualization of your organization's structure. It shows how departments are structured, how departments relate to one another, and how each person fits into your organization. The chart is always up-to-date, and anyone in your organization can view it at any time. You have the visual options of Horizontal or Vertical display for the chart. 

The org chart is automatically generated using the Reports to profile field. Each person is displayed as a node with their image, name, and job title. Click a person in the chart to load their user card and expand the chart with their direct reports. Double-click a person to center the chart on them.

Org Chart User Card

The org chart user card shows the bio and contact information of the selected person.

Admin You can customize the org chart user card in Control Panel > Manage People > User Profiles > Org Chart > Org chart user card.

Org Chart Navigation

• Search: Finds and displays a person's location in the org chart.
• Return to main org chart: This icon reloads the org chart. It only appears when you open the org chart by clicking the org chart button on a user profile.
• Reset: Resets the org chart to the default view.
• Regenerate: Regenerates the org chart with the selected user as the first node.
• Expand all nodes.
• Collapse all nodes.
• Settings
  • Node height: Adjusts the vertical height of the nodes.
  • Node spacing: Adjusts the vertical space between nodes.
  • Link width: Adjusts the horizontal space between nodes.

Admin You can set default display settings and valid org chart leaders in Control Panel > People > User Profiles > Org Chart > Default node properties.

Direct Reports

To view a list of someone's direct reports, visit their profile and click Relationships > Direct Reports.

Admin To display a count of direct reports in the org chart, go to Control Panel > System > System Properties and set OrgChartShowDirectReportsCount to true.

Admin You can customize the list on the Direct Reports page by editing the People List Template in Control Panel > People > User Profiles. You can add or remove profile fields, add any text, and rearrange the layout.

How to Set Up Multiple Org Charts

You can have multiple org charts on your intranet with multiple leaders who don't report to anyone. Browse > People > Org chart will display one org chart. The other org charts can be accessed by going to the profile of a user in the org chart and clicking the Org chart button. You can link to all the org charts on a Page Builder page or anywhere else.

Example of multiple org charts:

Setting up multiple org charts example

Alexis, Mia, and Raymond are team leaders. They don't report to anyone.

In Control Panel > People > User Profiles > Org chart > Valid org chart leaders, we enter Alexis, Mia, and Raymond.

Because Alexis is the first person we entered, her org chart loads when we visit Browse > People > Org chart. The URL is https://myintranet.axero.com/people/organizational-chart.

When we visit Mia or Raymond's profile, an Org chart button appears in the profile header.

Clicking the Org chart button opens Mia's org chart. The URL is https://myintranet.axero.com/people/mia-w/organizational-chart.

We can copy the URLs of the org chart and link them to the org charts on a Page Builder page or anywhere else. Here's an example using a Rich Text Widget on a Page Builder page:

Enable Vertical Org Chart

By default, the org chart is set to display horizontally.

To enable or disable the vertical view for the org chart:

1. 1. Click the gear icon > Control Panel > System > System Properties.
   2. Search for "orgchart" > Click the edit icon for "OrgChartVerticalTreeModeEnabled":
      
      
      
      
      
   3. Click the value to be enabled:
      
      
   4. Now you will see a vertical org chart.

Enable or Disable the Org Chart

To enable or disable the org chart:

1. Click the gear icon > Control Panel > System > Application Settings.
2. Expand the Features section.
3. Set Org chart to On or Off.
4. Click Submit.

Troubleshooting

Issue: Error generating org chart
There are # people with the ID #. IDs should not be duplicated.

This error occurs when a user reports to themselves. Follow the steps below to fix the error.

1. Go to Control Panel > People > Manage People.
2. Next to any user, click the gear icon > Edit.
3. In the address bar, change the number at the end to the number in the error message.
   
   
4. Press enter.
5. Update the Reports to field.
6. Click Save.

Issue: Error generating org chart
This person is not part of the org chart. Make sure s/he has a supervisor assigned.

This error can occur when cached org chart data is outdated. This can happen when many org chart changes are made at once. (For example, updating users' Reports to fields with bulk import.)

To fix this error, go to Control Panel > System > Advanced System Utilities and click Restart Site. This will refresh the site cache, including org chart data.