Features

Every plan includes every feature. Here is what coOrgChart can do for your organisation.

Your real structure

coOrgChart in SharePoint: org chart with tabs, search, department labels, Teams presence, an assistant and an open position

Hierarchy from Entra ID

The solid-line hierarchy comes from the manager field in Microsoft Entra ID – always current, without any import.

Assistants

Shown beside their manager, between the manager and the team. A manager can have several assistants.

Dotted-line managers

Matrix reporting appears under the second manager with a dashed line. One click jumps to the person’s real position.

People outside Entra ID

Externals, freelancers and open positions from a SharePoint list, with their own photo, manager and type.

Rename values

Show values under another name – for example two group companies as one – without changing Entra ID.

Views and navigation

Sales team grouped by office, with group headers for Berlin, Lyon and Zurich

Views as tabs

Any number of views: the whole company, single divisions, countries or the current user’s team.

Filters

Show or hide people by company, department, office, country, job title, employee type, group membership or custom attributes.

Five chart types

Classic, compact, grouped leaves, left to right and bottom to top – for wide and for deep organisations.

Group reports

Group each manager’s team by department or any other attribute, with headers on the connector lines.

Search

Find people by name, job title, department, office or email; the chart opens the path and centres on them.

Full screen and scaling

Full-screen mode, zoom and pan, and optional automatic scaling so the whole chart always fits.

Links to people and views

Open the chart on a specific person or tab with a simple URL parameter, e.g. from your intranet.

Employee directory

Employee directory with search, department and office filters and person cards

Cards or list

A directory view lists everyone who matches its filters, as a grid of cards or as a table.

Filter dropdowns

Viewers filter by department, office or any attribute; each dropdown shows the remaining values with counts.

Sorting and paging

Sorted by name or any attribute, with 12 to 96 people per page.

People and details

Details window of an employee with job title, department, office, email, manager and dotted-line manager

Details window

Click a person for their details, manager, assistants, team and dotted-line relationships.

Photos

Real profile photos from Microsoft 365, loaded only for the people on screen and cached in the browser.

Teams presence and chat

Optional presence indicators and a direct “Chat in Teams” link.

Your design

Themes per view

Save colours, card style, card width, text size and fields as themes and choose one for each view. Export and import copy them to other pages.

Corporate colours

Highlight, secondary, card, group header and background colours; text switches to black or white for contrast.

Card fields and labels

Up to five fields under the name and a coloured label per card, for example the department.

Modern or classic cards

Photo on top or beside the name, adjustable card width and four text sizes.

SharePoint themes

Follows the page and section theme, including dark sections.

Sharing and performance

PNG and PDF export

The current chart with its view, filters and expanded teams – as a PNG image or a PDF on A4 or A3.

Microsoft Teams

Add coOrgChart as a Teams tab; it uses the full height there.

Fast and light

One directory query, browser caching, only visible cards rendered – smooth even with thousands of people.

See your organisation in a new light

Try coOrgChart free for 30 days – with all features and without a credit card.