Quick Start (End User)
Overview
The following article provides helpful information for navigating OrgChart as a Read/Write or Read Only user.
Visit the Administrator Quick Start Guide to learn how to configure OrgChart.
Quick Reference Guide
A one page quick reference guide is available here.
End-User Guides
Viewer Guide- Lesson 1 : Learn how to use Viewer to explore and export org charts.
Builder Guide- Lesson 2 : Learn how to use Builder to create custom OrgChart documents that can be customized in Workbench. Workbench allows Administrators and Read/Write users to add, edit, delete, and move boxes using intuitive drag & drop tools.
Collaborative Planning Lesson 3 : Learn how to use the Planning module to create workforce plans.