Documentation

OrgChart Now Learning Center

These guides address the basics of using OrgChart Now and will also help you to use some of our more advanced features.

Getting Started Guide – Step by step instructions for setting up automated org charts.

Creating a Management Level Chart – Learn how to create a management level chart.

Creating a Co-head Chart – Learn how to create a chart with multiple leaders.

Data Feed Guidelines — Learn how to create a Excel spreadsheet or CSV file that can be imported into OrgChart Now.

Okta Secure Web Authentication — Learn how to add OrgChart Now to your Okta dashboard.

We take security seriously. This section provides details on our information security policies and procedures.

Security Overview – Details on OrgChart Now Security.

OrgChart Now is 100% HTML5 – there is nothing to install and no browser plugins are required.

OrgChart Now Brochure – Brochure containing summary of key features and comparison of available versions (Standard and Team).

Technical Overview – Learn more about the OrgChart Now technology stack.

You can embed dynamic org charts directly into your intranet or website. See documents below for more details.

Google Sites – Embed org charts into your Google Site.

PeopleHR – Embed org charts directly into your PeopleHR account.

WordPress – Embed org charts directly into your a WordPress page or post.

OrgChart Now is also available as an on premise solution. The following guides help our on premise customers to get up and running.

Server Requirements – Hardware/OS requirements for hosting OrgChart Now in your data center.

Server Setup Guide – Step by step guide for provisioning an OrgChart Now Server.

Installing SSL Certificates – Step by step guide for setting up https on your OrgChart Now Server.

If you would like us to build a “cloud connector” to your system, please review the documentation below for more details.

API Requirements – OrgChart Now can connect to any HR/Payroll System if it meets a few simple requirements.