Part 2: Installation & Integration

TeamOrgChart is accessible directly in your Web Browser, Microsoft Teams, or Microsoft SharePoint, and is available for download from Microsoft AppSource.

Integrating seamlessly into your Microsoft 365 environment, you and your colleagues have instant access to your organizational charts wherever you’re working.

Authentication

TeamOrgChart supports authentication through Microsoft Entra ID (formerly Azure Active Directory) and utilizes Single Sign-On (SSO). Users are authenticated with corporate credentials managed via Microsoft 365.

Permissions & Consent

TeamOrgChart works on the minimal consent principle; you only need to provide consent to enable the functionality you wish to use.

The first time you sign in, you will be need to provide consent. Upon signing in, TeamOrgChart will create a trial account with a demonstration chart containing demo data. You can use this chart to explore the features of TeamOrgChart without needing to provide any further permissions.

If you’d like to explore TeamOrgChart without connecting a data source, you can jump straight to navigating your chart.

Accessing TeamOrgChart in Your Browser

Simply sign in to access TeamOrgChart in your web browser.

All major browsers are supported.

Installing TeamOrgChart in Microsoft Teams

Pin TeamOrgChart to your app bar or add to a Team's channel for immediate access to your organizational charts, and bring the full functionality of the web application into Microsoft Teams.

There are two ways of installing TeamOrgChart in Microsoft Teams

1. From Microsoft AppSource

Install from Microsoft AppSource to add TeamOrgChart to a Microsoft Team's channel.

2. From Within Microsoft Teams

1. Navigate to the Apps Section, on the left sidebar of the Teams interface, locate and click on the Apps icon.

2. Search for and select TeamOrgChart+ in the Apps Section search bar.

3. On the App's description page, click the Add button. The app will then begin installing to your Microsoft Teams environment.

4. Once installed, you can find the app in the left sidebar.

5. To keep TeamOrgchart accessible at all times, right-click the app's icon and select Pin.

Adding TeamOrgChart to Microsoft SharePoint

An SPFx web part that can be deployed to your SharePoint sites and provides 'WebPart' and 'Full-page' web part components.

Install from Microsoft AppSource

Administrators & Users

In TeamOrgChart, there are four user roles:

1. Administrator

   • Can create and edit charts.
   • Can view all charts, except those marked as private or those they have been explicitly denied access to.

2. User Administrator

   • Can assign both the administrator and user administrator role.

3. Planner

   • Can create plans from charts they have access to.

4. Read-only (Default)

   • Can view charts they have access to.

TeamOrgChart administrators do not have any additional privileges or rights within Microsoft Entra ID or Microsoft 365, this role is strictly for use within TeamOrgChart.

We recommend defining at least two administrators to ensure continuous access to chart management in case an administrator is unavailable.

Assigning User Roles

1. From the settings menu, select User Security.

2. For the role you wish to assign, search for and select the desired user.

3. To confirm, click Add User.

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Next Step : Creating Your First Chart