Inviting Team Members to Your Org Chart
Inviting others to your account is the best option to securely share an interactive version of your chart. By default, invited users without administrative permissions can view but not export the chart and limited people data. By adjusting your org chart permissions, you can limit who's visible or allow them to export the org chart.
Sharing a Link to Your Org Chart
You can also grant access to those without a company login by sharing a link to an interactive, read-only version of your org chart. This allows partners, vendors, board members, executives, or even team members to access your org chart without first authenticating. Anyone with the link can view your org chart, but cannot make changes.
To share a link to your org chart:
From the main menu, navigate to the Org Chart page.
Click the three-dot menu in the upper-right corner of the chart, then click Share.
When the window opens, click the Link Sharing toggle.
Click Copy Link, then click Save.
Paste the link where appropriate to share with others.
Notes about sharing an org chart link:
• When viewing an org chart via a shared link, only people's photos, names, titles, and total subordinates will be displayed by default. Additional options can be enabled for a shared org chart link upon request, including expanded data and display options, search capabilities, color coding, chart sections, and span of control settings.• As an additional measure of security, you can restrict access to specific IP addresses.
Exporting Your Org Chart as a PDF, PNG, or CSV
Exporting your org chart lets you select your preferred file type and attach it to an email.
Please contact our Customer Success Team for additional assistance.
Additional Resources