Organisation Chart

The Organisation Chart is built automatically from the manager relationship stored in Microsoft Entra ID — no manual configuration required. It supports three viewing modes for three different jobs, plus dotted-line relationships, colour-coding, and export to slide-ready images.

Switch to the org chart by clicking the Org Chart tab in the sidebar.

Three modes for three jobs

Tree

Classic top-down hierarchy. Starts from the people at the top of the organisation (people with no manager) and expands downward through direct reports. Best for getting a bird’s-eye view of who reports to whom.

• Click any node to open that person’s detail panel.
• Click the expand arrow on a node to reveal that person’s direct reports.
• Click again to collapse.
• Large teams paginate within the node (“+5 more” affordance).

Focus

“Show me one person and their immediate orbit.” Picks a single person as the focal point and shows their manager (above), their direct reports (below), and their dotted-line / assistant / peer relationships on the side.

• Perfect for new joiners exploring “who’s around me?”
• Switch focus by clicking any person in the chart, or by searching their name.

Lanes

Cross-department comparison view. Each department becomes a vertical “lane”; people sit in their lane and managers connect across lanes when their reports span departments.

• Useful at executive level when you want to compare team shapes side by side.
• Especially good for matrixed organisations.

Colour-by

The toolbar offers three colour-by modes that re-tint every node:

Off by default; turn on in the toolbar.

Dotted-line and assistant relationships

Beyond the standard manager hierarchy, the chart can surface:

• Dotted-line managers (configured by admins in the Relationships SharePoint list)
• Assistant relationships (read from Microsoft Entra ID’s assistant field)
• Peer relationships (admin-configured)

These appear as different line styles so the primary hierarchy stays the dominant visual.

Search and navigate

• Use the toolbar search bar to find a specific colleague. The matching node lights up and the chart scrolls to centre on them.
• Breadcrumbs at the top let you jump back to any previous focal point.
• The My card button in the toolbar centres on you instantly.

Export

The toolbar’s Export menu gives you:

• PNG — flat raster image, perfect for slide decks
• SVG — vector image that stays sharp at any zoom

Both exports respect the current colour-by mode, focal point, and any expanded / collapsed nodes — what you see is what you get.

Tips for a great org chart experience

• Keep Manager relationships in Microsoft Entra ID up to date — the chart is only as good as the source.
• For matrixed organisations, encourage admins to populate the Relationships list so dotted-lines appear.
• Use Focus mode for onboarding new colleagues — “here’s your team at a glance” is far more useful than the whole chart.
• The org chart is desktop-optimised. On small screens a condensed list-based fallback is shown instead.

Privacy

The chart never shows colleagues outside the Microsoft 365 groups configured for the directory — even if those colleagues exist in Microsoft Entra ID. This keeps the experience scoped to people who are actually meant to be visible.

Related pages

• Employee Profile
• Departments
• Configuration