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How to Configure Organizational Structure

Introduction

This guide shows you how to configure the Organizational Chart plugin in Easy8. The configuration options allow you to customize how the structure is displayed, including user types, field visibility, and visual layout.

Target Audience

  • Administrator

Prerequisites

  • Access to Administration panel
  • Organizational Chart plugin must be installed

How to Configure the Organizational Chart Plugin

Step 1: Access Plugin Settings

  • Navigate to Administration >> Plugins
  • Find Organisational chart in the list
  • Click the Configure button

Step 2: Adjust Plugin Settings

In the configuration screen, you can set the following options:

  • Node width – define how wide each user's node appears in the chart
  • Node background colors – customize by user type:
    • Root (top-level user)
    • Parent (managers)
    • Worker (standard users)
  • Show avatar – toggle display of user profile pictures
  • Common fields – select standard user fields to display
  • Custom fields – select additional custom fields
  • User types – define roles or classifications for users in the chart

Step 3: Save Your Configuration

  • Once all desired settings are adjusted, click Update settings to save your changes

Conclusion

You’ve successfully configured the Organizational Chart plugin in Easy8. Your changes will affect how the hierarchy is displayed, making the chart more tailored to your organization’s structure and needs.

Related Topics and Further Reading

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