Skip Ribbon Commands
Skip to main content
SharePoint

Creating an Organization Chart

Organizational charts are used to model a hierarchy of users in an organization or the hierarchy of an escalation path, which may or may not reflect the organization’s actual structure.

To create an organization chart complete the following steps:

  1. Check out the solution.

  2. Click the Create tab. The Solution Items ribbon menu is displayed.

  3. Click New Organization Chart.  An organization chart is added to the solution and opened for editing.

  4. In the Organization Chart name field, type a name for your organization chart.

  5. Click the save button. You created an organization chart and can now add users, groups, and organization charts to this chart.

Note:
Optionally you can also create a description for the organization chart by clicking the drop-down arrow.

Related Topics
Deleting an Organization Chart
Adding an LDAP User/Group to an Organization Chart
Adding a BPM Group to an Organization Chart
Adding an Organization Chart to an Organization Chart
Promoting a Member or Group in an Organization Chart

Source
BPM Designer Topics > Overview of Solution Items and Solution Item Topics > Organization Charts
Last modified at 7/31/2020 11:30 AM