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OrgChart Help Guide

Intended Audience


This help guide is intended for both end users and administrators.


At the top of each article is a note. Use the Audience tag in the note as follows:

  • Any User - article is applicable to both end users and administrators.

  • Administrators - article is only of interest to administrators.


Your access group may limit access to functionality. Contact your administrator to request additional authorizations.


Not all articles are applicable to all OrgChart Editions. Click here to determine which edition you are using.