Viewing & Sharing Org Chart Views

You can easily view your Org Chart views and share them securely with colleagues and partners.

View Your Org Chart Views

1. Navigate to the desired entity and click the Org Chart icon directly to the right of the entity's name.

2. Select "Views" on the right-hand side.

To save a new Org Chart view, simply configure the Org Chart based on your needs/preferences. Once you're done, simply go to Settings on the right-hand side and click Save As.

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

1. Navigate to the desired entity and click the Org Chart icon directly to the right of the entity's name.
2. Select the "Share View" button on the top right-hand corner of the chart.
3. 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.