Utilizing the Organizational Chart Web Part

Mick Sowl -

*For use with Hyperfish Premium, for both Hybrid and Online Configurations

Advanced Profile Features will need to be enabled within Hyperfish

 

Introduction

The Hyperfish Org Chart web part provides everyone in your company visibility into all the divisions, teams and people within it and makes it simple to connect and collaborate across the entire organization.  

The web part provides organizations with a reliable, customizable and easy-to-use Org Chart within their intranet. It's powered by the Hyperfish service and utilizes our bot technology (Hyperbot) to proactively engage employees to ensure profile information is always up-to-date and complete.

 

Installing and Configuring the Org Chart Web Part

 For instructions to install the Org Chart web part into your environment please click here.

Once installed, the web part requires that a root user be entered. The root user will be the default individual shown at the top of the Org Chart (Richard Roe is the root user in the example below).

 

To set the root user, edit the SharePoint site page and then the web part. A configuration pane will appear.  Expand the Chart Options section and input the root user. The root user can be changed at any time.

 

Organizational Chart Settings

There are four settings categories that allow your team to customize the Org Chart to fit seamlessly within your SharePoint Site.  The first section as mentioned above is the Chart Options.

 

Aside from setting the root user, your team can also set the default chart height as well as how your organization would like to render the web part when a user reaches the page.  You can display users with profile cards always showing, always showing just the user's photo or the auto option. Which depending on the zoom the web part is at, it will either show the user profile photo or profile card. Lastly, there is an option to hide the zoom options on the web part.

The next section is the card options. This section allows the web part editor to select which attributes will be illustrated when the profile cards is displayed. Additionally, once the attributes have been selected, one can set the order.  Finally, the accent color can be changed to match your companies colors more closely.

 

The Detail Model section will allow your team to disable whether or not the full profile modal option is available for users to view.(See Below)

     With Profile Model Option                                              Without Profile Model Option

                                         

Selecting this modal button will display the following card:

 

If there are certain attributes that you would like to hide the detailed modal, you can select them under the Hidden Attributes section.

 

The advanced options section allows you to set the initial scale the web part will be displayed at when a user navigates to the page. Along with this setting, the administrator has the ability to set the minimum and maximum scale the web part can be viewed at. You also have the ability to set the point at which profile cards stop showing up when a user zooms out from the page and the length of time the web part animations occur for.

Understanding the Profile Card

The profile card has three main sections:

Profile Image - Shows the user photo as well as whether or not the user has direct reports under them. The number of direct reports is shown in a blue circle to the right of the image.

Attributes - Attributes that are shown below the user image. These can be adjusted to show any of the attributes currently managed by Hyperfish.

Details Modal Icon - This allows the user to expand an individual user's profile information

 

 

If your team has any questions or needs support utilizing the Hyperfish Organizational Chart, please feel free to reach out to Support@Hyperfish.com

 

 

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