OrgChart Now Documentation

Documentation 2017-05-09T17:58:09+00:00

OrgChart Now Learning Center

These guides address the basics of using OrgChart Now and will also help you to use some of our more advanced features.

Getting Started Guide – Step by step instructions for setting up automated org charts.

Creating a Management Level Chart – Learn how to create a management level chart.

Creating a Co-head Chart – Learn how to create a chart with multiple leaders.

Data Feed Guidelines — Learn how to create a Excel spreadsheet or CSV file that can be imported into OrgChart Now

Okta Secure Web Authentication — Learn how to add OrgChart Now to your Okta dashboard.

OrgChart Now Security

We take security seriously. This section provides details on our information security policies and procedures.

Security Overview – Details on OrgChart Now Security.

Technical Information

OrgChart Now is 100% HTML5 – there is nothing to install and no browser plugins are required.

OrgChart Now Brochure – Brochure containing summary of key features and comparison of available versions (Standard and Team).

Technical Overview – Learn more about the OrgChart Now technology stack.

Website/Portal Integration

You can embed dynamic org charts directly into your intranet or website. See documents below for more details.

Google Sites – Embed org charts into your Google Site.

PeopleHR – Embed org charts directly into your PeopleHR account.

WordPress – Embed org charts directly into your a WordPress page or post.

On Premise Hosting

OrgChart Now is also available as an on premise solution. The following guides help our on premise customers to get up and running.

Server Requirements – Hardware/OS requirements for hosting OrgChart Now is your data center.

Server Setup Guide – Step by step guide for provisioning an OrgChart Now Server.

Installing SSL Certificates – Step by step guide for setting up https on your OrgChart Now Server.

HR/Payroll System Vendors

If you would like us to build a “cloud connector” to your system, please review the documentation below for more details.

API Requirements – OrgChart Now can connect to any HR/Payroll System if it meets a few simple requirements.