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How to Add an Org Chart Web Part in SharePoint

The SharePoint Organization Chart web part shows the interactive hierarchy of an organization's structure on a page in any SharePoint site. Employee information like positions, managers, and contacts is automatically extracted from the Azure Active Directory (now Microsoft Entra ID).

For adding the Organization Chart web part, you should access your SharePoint site and switch to the edit mode using the corresponding button. After that, you need to click the + sign in the desired location, find "Organization chart," and pick a root user. The org chart will be created automatically based on the selected user.

As per Microsoft Learn, web parts are reusable components of SharePoint pages that provide native connection to Microsoft 365 products. On the other hand, as per Microsoft 365 Admin Center help, org chart precision depends on the properly configured user profile where the Manager attribute plays a key role. If a user is placed in an incorrect place or is even missing from it, then the correction should be done in the Admin Center.

Businesses typically use a variety of ways to present their team's hierarchy. In light of this, it's necessary to have an organization chart readily available for your employees to view to gain clarity regarding roles and responsibilities. This blog explains how to use the Organization Chart web part in SharePoint.

What Is The Purpose of an Organization Chart In the Workplace?

An organization chart provides clarity regarding internal roles, responsibilities, and job titles. Especially for mid-sized and enterprise-level organizations where employee roles and responsibilities change on an annual basis, an org chart serves to clearly delineate these changes.

Businesses can clearly communicate employee expectations through an org chart. In addition, an org charge provides contact information and other vital employee information for the rest of the organization. This allows for smoother internal communication due to the ease of access to employee contact information. 

Organization charts are diagrams that depict the hierarchy within an organization through reporting relationships, departmental structures, and position allocation. The basic structure of an organization chart indicates who reports to whom.
An organization chart tells employees some important things: Who is the manager of my manager? Who is the team responsible for doing such-and-such task? To whom should I report in case of making a certain decision? Such information becomes crucial especially during the onboarding process of new hires in a big or dispersed organization.
The organization chart serves leaders as an up-to-date map of headcounts in different functions and regions of an organization, thus supporting strategic decision-making about resource allocation and span of control. According to Microsoft Learn, the organizational hierarchy of Microsoft 365 users is stored in their profiles and includes information about their manager's identity. Such information helps create Organization Chart web parts, Delve profile pages, and People cards in various Microsoft 365 applications.

Let’s now see how an org chart web part can be added to a SharePoint site.

What Is The Organization Chart Web Part in SharePoint?

The organization chart web part retrieves data from your active directory by using your Azure ID to receive information including job title, manager, contact information, etc. Delve has the same functionality, however the advantage here is how easy it is to learn which manager each user reports to by simply selecting the user. If you wish to see upper-level management, simply adjust your settings. 

The Organization Chart web part is an out-of-the-box SharePoint Online tool that allows you to display an interactive org chart on a page of a SharePoint site. The web part uses live data provided by Azure Active Directory (rebranded Microsoft Entra ID), which means that your org chart will always be up-to-date without any effort on your side.

While hovering over a person on the org chart, the user can see his or her information card with additional details, including job title, department, contact information, and direct reports. The user experience is almost identical to viewing employee profiles in Microsoft Delve, but there is an org chart instead of a profile picture.

The web part is best used on a team site, HR intranet site, or department landing page – wherever your employees need to navigate through the organizational hierarchy. It does not require any additional licensing other than a Microsoft 365 subscription.

How Do You Add an Org Chart Web Part to Your SharePoint Site?

Follow these seven steps to add and configure the Organization Chart web part on any SharePoint Online site page.

Step 1: Go to your SharePoint site and click Edit.

Navigate to the SharePoint site page where you want the org chart to appear. Click the Edit button in the top-right corner of the page to enter page edit mode.

Step 2: Click the + icon in the desired section.

In the page section where you want the org chart to display, click the + (plus) icon to open the web part picker panel.

Step 3: Choose "Organization chart" from the web parts list.

In the web part picker search box, type "Organization chart" and click the Organization chart web part from the results. The web part is added to the page immediately.

Step 4: Enter the name of a desired user in the text box.

In the text box that appears within the web part, type the name of the person you want at the top of the org chart - typically a team lead, department manager, or executive. This person becomes the root of the displayed hierarchy.

Step 5: Select the user and click the pen icon to edit.

Select the correct user from the search results. Then click the pen (edit) icon that appears on the web part to open its configuration property pane.

Step 6: Adjust the "Number of reporting levels up" setting.

In the configuration panel, use the Number of reporting levels up setting to control how many levels of hierarchy are displayed above the selected root user. Adjust this to show the appropriate depth for your use case.

Step 7: Click Republish to save.

When you are satisfied with the chart's configuration and appearance, click Republish to save the page and make the org chart visible to your site visitors.

  • Go to the site to which you wish to add the organization chart web part. We are about to add the web part to the Human Resources site here.
  • Click on Edit from the top right part of the page to enter edit mode.
  • Go to the section where you wish to place the org chart and click on the icon.
  • Choose Organization chart from the options.
  • The web part will be now added to the site.
  • Change the title of the web part and enter the name of a desired user in the text box provided.
  • Select the user and click on the pen icon to edit the web part further.
  • Adjust the ‘Number of reporting levels up’ option as required.
  • Click on Republish option to make the changes live.
  • The default view of the web part will look like this.
  • Click on any user to see which users report to that person.
  • The organization chart will adjust itself according to the user you are choosing, thus giving a clear understanding of the organization structure and hierarchy.

How Do You Ensure Data Accuracy in a SharePoint Org Chart?

In case you are not finding accurate data pulled out by the web part then it means there are not enough data updated in the active directory. For example, if you are not seeing all users who are reporting to you when you are choosing your user ID in the web part, you can follow the steps below to correct it.

Because the Organization Chart web part draws information directly from Azure Active Directory, any mistakes in the chart such as incorrect manager, title, or team of a user need to be fixed in the user’s profile within Microsoft 365 and not on the SharePoint page.

The Microsoft 365 Admin Center documentation specifies that user profile properties like manager, job title, and department are managed from the Admin Center in Users > Active Users. Here is how you can fix an error in the org chart:

Step 1: Open the Microsoft 365 Admin Center by clicking the app launcher (the waffle icon) and selecting Admin.

Step 2: In the Admin Center left navigation, go to UsersActive users.

Step 3: Click the name of the user whose org chart data needs to be corrected.

Step 4: In the user's profile panel, locate the Manager section and click the edit icon. Search for and select the correct manager.

Step 5: Save the changes. Return to your SharePoint org chart page and refresh - the updated manager relationship will appear automatically.

For bulk profile corrections across many users, administrators can use the Microsoft 365 admin bulk import feature or Microsoft Entra ID PowerShell tools to update manager assignments at scale, as described in Microsoft Learn.

  • Click on the app launcher icon from the top left corner and choose Admin to go to the SharePoint admin center.
  • Click on Users from the side panel and choose Active users.
  • All users in your organization will be listed below.
  • Click on the desired user and go to the Manager section to define their manager (To whom they are reporting).
  • You can also update a lot of other user data in this section
  • Click on Save changes after the desired changes are made.
  • Go back to your organization chart web part and refresh the page.
  • You can now see everyone reporting to you under your profile in the org chart.

By hovering your mouse over each user, you can see an information card that shows a lot of additional information about each user. Try adding an organization chart to your SharePoint site using this web part and let us know about your experience in the comments below. Have a good day!