You can easily save your org chart views and share them securely with colleagues and partners.
See Your Org Chart Views
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Navigate to the org chart
- Under the entities tab, select the Org Chart Icon next to the entity you want to see
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Select "Views" on the right-hand side
Note: From this tab, you can manage your views and views that are shared with you.
Access and Create a Shareable Link of Shared Views
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Navigate to your org chart
- Under the entities tab, select the Org Chart Icon next to the entity you want to see
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Select the "Shared" button on the top right-hand corner of the chart
- To share a view, select "Copy Link"
Note: From here, you can toggle on and off whether that particular view is shared with other users. Only the owner of the shared view can edit, delete, or remove from the shared view.
Only a registered EntityKeeper user will have access to view the shared view link.