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OrgChart Help Guide

Profile

Audience

Audience: Administrators

Overview

The Profile panel allows Administrators to customize which fields are displayed within the Profile.

The Profile (available in the Top Toolbar), displays a baseball-card containing information about a selected employee record. This is useful for viewing additional employee data that is not present in the individual employee boxes.

Accessing the Profile Panel

Click on the Mode Switcher icon in the Top Toolbar, and then select the Setup option. The Setup panel is displayed.

Click on the Chart Settings tile.

Setup_ChartSettings_Select.png

Select the Profile option from the left side menu.

5_2_1_CS_Profile_Arrow.png

Options

The following options are available in the Profile panel:

5_2_RoundPlus_icon.png

Add a field to the Profile.

5_2_UpArrow.png

Move a field up in the Profile.

5_2_DownArrow.png

Move a field down in the Profile.

refreshX.png

Delete a field from the Profile.