Portal User Guide › Entity Browser › Modify the Organization Chart

Modify the Organization Chart

The Organization Chart tab of the entity browser displays the users in the target configuration in a clickable tree. Each level of the tree groups users based on the value of a user attribute in the target configuration.

You can configure the levels of the tree to show users in various ways. For example, you can create a tree that shows geographical distribution of users. You can also create a tree that shows the management structure of the organization.

Note: When you modify the organization chart, you change only the display of users in the tree. You do not change any user data in the configuration.

To modify the organization chart

1. In the entity browser, click the Organization Chart tab.
2. In the Select Fields area of the tab, specify the user attribute that sorts the top level of the tree in the Level 1 drop-down list.
3. Specify the user attribute that sorts the next level of the tree in the Level 2 drop-down list.
4. Continue to specify levels of the tree:
   • To add more levels, click the plus icon at the lowest level of the tree.

     A new drop-down list appears.

   • To delete a level, click the minus icon beside that level.

     The drop-down list is removed, and lower levels are renumbered.

5. Click Update Organization Chart.

   The tree display reflects the structure you specified.