Org Chart Settings

The Org Chart settings section lets you enable or disable the different Chart views and filtering options using the toggle as well as selecting the default root for your orgchart.

General Settings

The general org chart settings lets you enable or disable the following settings:

  • Field selection in org chart options panel
  • Saving custom views

Standard Org Chart Settings

The standard org chart setting lets you enable or disable the following settings:

  • Chart Options filters
  • Employee analytics view
  • Position analytics view

Summary Org Chart Settings

The summary org chart settings lets you enable or disable the following two summary chart settings:

  • Summary Chart filter options
  • Detailed Summary Chart view

Root Settings

In this section, you can set the default root for the org chart. To change the default root, enter the position ID of the position you want to be the root into the field and click Save Settings.

You can also enable Dynamic Rooting. Dynamic Rooting will limit an employees view to only within their organization. If a node has children nodes, the Dynamic Root will be set at that node. If there are no children nodes, it will map to the parent of the node.

If the root of the node cannot be determined, the org chart will use the default root by default.

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