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Welcome to our guide on integrating Org Charts with Cosmos, a feature powered by Pulse.

This integration provides a dynamic and visual representation of your organization’s structure, enhancing team visibility and hierarchy comprehension. By leveraging this feature, you can streamline team management, improve communication, and foster a transparent organizational environment.

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Info

Before you can utilize Org Charts in Cosmos, ensure the following criteria are met:

  • Pulse Installation: Ensure that Pulse is installed and active within your Cosmos environment, as Org Charts functionality is powered by Pulse.

  • Administrator Permissions: You must have full administrative rights within Cosmos to enable and manage Org Charts.

Step-by-Step Guide

Navigate to Org Charts Settings

  1. Access Cosmos: From your Confluence navigation bar, select Cosmos from the Apps dropdown.

  2. Open Settings: In Cosmos, proceed to the Settings area by selecting it from the left sidebar.

  3. Locate Org Charts: Scroll down and find the Widgets & Org Charts entry, then select it.

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Set Up Org Charts

  1. Enter Org Charts Tab: Inside the Widgets & Org Charts section, navigate to the Org Charts tab.

  2. Enable Org Charts: Use the toggle to enable Org Charts functionality.

  3. Database Preparation: Ensure that the Cosmos Employee Database is populated with relevant information. This can be done manually by the admin, imported from Microsoft Entra ID, or filled out by users in their profiles.

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Configure Org Charts

  1. Select Database Column: Choose the main user column that will drive the org chart structure. Users can have multiple column types; select the one that best represents the hierarchy.

  2. Define Top Level: Choose the top-level users (e.g., CEOs) for the org chart. Multiple users can be designated at this level if necessary.

  3. Customize Layout and Design:

    • View Options: Select between list view and card view.

    • Elements Display: Choose the information to display beneath each user (e.g., Job Title, Location).

    • Styling: Adjust border radius size and connecting line color to match your company’s style guide.

  4. Preview Org Chart: An interactive preview on the right side of the screen allows you to see the org chart as you configure it.

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Utilizing Org Charts

Once Org Charts are set up, they can be accessed and utilized in various ways within Cosmos:

People Network Integration

  • View Options: In the People Network section, users can switch between the grid view and Org Chart view. The Org Chart view transforms the People Network into an interactive organizational chart.

  • Interactive Features: Users can move the org chart around, zoom in and out, and access individual profiles directly from the org chart.

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User Profile Integration

  • Profile Tab: The user profile now includes two tabs – Profile and Org Chart.

  • Org Chart Tab: The Org Chart tab provides a movable, interactive view of the organizational structure, showing all individuals directly above or below the user.

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Benefits of Using Org Charts

Integrating Org Charts within Cosmos offers numerous advantages:

  • Enhanced Team Visibility: Easily visualize team structures and reporting lines.

  • Improved Communication: Facilitate better communication and collaboration across teams.

  • Streamlined Management: Simplify management tasks by providing a clear view of the organization’s hierarchy.

  • Personalized User Experience: Customize the look and feel of org charts to align with your company’s branding.

Org Charts in Cosmos, powered by Pulse, provide a dynamic and intuitive way to manage and visualize your organization’s structure, making it an invaluable tool for any modern workplace.