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How to use the org chart component?

🔍 Overview

The Org Chart component in Involv allows you to visually present your organization’s structure. It’s ideal for helping employees understand reporting lines, team composition, and hierarchical relationships. You can configure its layout, depth, data source, styling, and performance optimizations through the built-in settings.

 

 

🧱 Adding the Org Chart Component

  1. Click on the "+" button to add a new component to your intranet page.

  2. Search and select "Involv Org Chart".

  3. Once added, click on "View" to access the layout and hierarchy settings.


🔄 Layout Options

You can choose between two display styles:

  • Horizontal: Org units extend from left to right.

  • Vertical: Org units extend from top to bottom.

To toggle between views:

  1. Click "Horizontal".

  2. Then, click "Vertical" to see the alternative layout.

Switching back and forth helps determine which format best fits your content and screen space.


🧭 Hierarchy & Navigation Settings

  • Enable Maximum Levels: Allows display of the full depth of the hierarchy up to a pre-set limit.

  • "Enable upward navigation": Adds a control to move back up the structure when viewing deeper levels of the org chart.


⚙️ Technical Settings

Access these via "Technical settings" after selecting the component.

Notable Configuration Options:

Setting Description
Target audience Controls visibility based on target audience rules (e.g., department, role).
Caching Speeds up performance by storing pre-rendered chart versions.
"Enable caching Enables caching for faster load times.
Advanced → Custom CSS class Lets you apply custom styling classes for tailored design.
 

To preview how a person appears in the org chart, click on any user — e.g., Tim Bogemans — in the configuration panel.


📤 Finalizing & Publishing

Once you’ve set all options:

  1. Click “Republish” to apply changes.

  2. You may revisit layout options:

    • Toggle again between Horizontal and Vertical.

  3. Optionally enable:

    • "Show Teams status" – shows Microsoft Teams presence inside the org chart (if enabled).

  4. Click “Republishing” to finalize and publish your component live.


📋 Full Overview of Configuration Parameters

Parameter Name Type Description
Layout Direction Horizontal / Vertical Sets org chart orientation.
Enable Maximum Levels Boolean Enables full depth of the org chart.
Enable Upward Navigation Boolean Adds control to navigate back up the tree.
Target Audience (Doelgroep) Selector Limits visibility by group, department, or audience segment.
Enable Caching Boolean Improves loading time by caching chart data.
Custom CSS Class Text Allows advanced users to add custom styles.
Show Teams Status Boolean Displays live Teams availability next to each user (optional feature).