12.1 Working With the Organization Chart

In the organization chart, a user, group, or any other entity is represented in a format that resembles a business card. You can use this business card to perform the following tasks:

These procedures are applicable to both user entities and custom entities.

12.1.1 Reset the Root in the Organization Chart View

The root is a user entity that is the starting point or orientation point in the organization chart for a relationship. To reset the root entity in your organization chart view,

  1. Identify the user that you want to make as the new root.

  2. Click .

    The selected user becomes the root entity of the organization chart.

12.1.2 Switch to the Organization Chart View

If you want to view the organization chart of a specific user in the chart view, then perform the following actions:

  1. Identify the user whose organization chart you want to view.

  2. Click .

  3. Select the required relationship that you want to see in the organization chart view of that user.

    The organization chart displays the user’s placement in the organization for the selected relationship.

12.1.3 Choose a Relationship to View

  1. Identify the user whose relationship you want to view.

  2. Click .

  3. Select the required relationship that you want to view.

    The relationship is displayed inline in the existing organization chart.

If there is no object for a given relationship, the application will display a warning message. For example, let’s say Sara Smith is a team manager with no direct reports assigned to her. If you want to check Sara Smith’s organization chart for the Manager - Employee relationship, then you will see the following message:

No objects are present for Manager-Employee relationship

12.1.4 Navigate to the Next Level in Relationship Hierarchy

To navigate and expand to the next level in the relationship tree, perform the following actions:

  1. Identify the user for which you want to view and navigate to the next level in the hierarchy.

  2. Click .

    NOTE:Before you perform this step, ensure that you select an appropriate relationship by clicking the icon.

  3. Select the user from the list.

    The organization chart of the selected user is displayed.

12.1.5 Send Email to Users from the Organization Chart

You can use the Send Email feature to send emails to individual users or to all members of a team within your organization. Additionally, you can share user information, such as email addresses, managers, direct reports, assigned roles, and resources, by including a user profile link in your email.

This section guides you how to:

Send User Profile Link on Email

  1. Identify the user whose details you want to share through email.

  2. Click and select Email Info option. A new message template is created in your default email client. The fields in the message are auto-populated with the following text:

    This part of the message

    Contains

    Subject

    The text:

    Identity information about <username>

    Body

    Greetings, message, link, and sender’s name.

    The link (URL) directs the recipient to the Users page that displays detailed information about the selected user.

    NOTE:Before you click on the link displayed in the email, ensure that you have appropriate access to the OpenText Identity Manager Dashboard. You must also have the required authorization to view or edit the data.

  3. Specify the recipient(s) of the message. Enter any additional details, if required.

  4. Click Send.

Send Email to Team

In an organization chart with Manager - Employee relationship, you can send email to all the team members using the Email Team option. This option is only available to a user who manages a team.

  1. Identify the user who manages a team.

  2. Click and select Email Team option. A new message template is created in your default email client. The To field automatically populates the direct reports (team members) of the manager.

  3. Fill in the message content.

  4. Click Send.

Send Email to a User

  1. Identify the user to whom you want to send an email.

  2. Click and select New Email option. A new message template is created in your default email client. The To field automatically populates the email address of the user you selected in Step 1.

  3. Fill in the message content.

  4. Click Send.

12.1.6 View Detailed Information of a User

You must have appropriate access to view the profile of a user. Contact your administrator to provide you the required access. Once you have the access:

  1. Identify the user whose information you want to view.

  2. Click .

    The Users page displays detailed information of the selected user. You might not be authorized to see some of the data or perform some of the actions on the page. Contact your administrator for assistance.