13.1 Working With the Organization Chart

In the organization chart, a user, group, or other entity is represented in a format that resembles a business card. Using the business card of an entity, you can perform the following tasks:

These procedures are applicable to both user entity as well as custom entity.

13.1.1 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.

13.1.2 Switch to the Organization Chart View

If you want to view a user’s organization chart, 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 the user.

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

13.1.3 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 no object is found for a given relationship, then a warning message is displayed in the Organization Chart page. For example, Sara Smith is a team manager who does not have any direct reports defined under her. If you want to view Sara Smith’s organization chart for a Manager - Employee relationship, then the following message is displayed:

No objects are present for Manager-Employee relationship

13.1.4 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 from the icon.

  3. Select the user from the list.

    The organization chart of the selected user is displayed.

13.1.5 Send Email to Users from the Organization Chart

The Send Email option allows you to send an email to a user or to all users within a team in an organization. You can also share user details such as email address, manager, direct reports, and assigned roles and resources by sharing a user profile link on 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 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.

13.1.6 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.

  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.