Glow CloudKit Customer portal

Org Chart

Org Chart renders an interactive, pan-zoom organisation chart from Microsoft 365 and an optional SharePoint overrides list. It handles how companies are really structured - matrix teams, multiple line managers, dotted functional lines, external contractors and vacant positions - with a zero-setup default.

Permissions

Org Chart uses two read-only Graph scopes, both of which the Directory already uses, so existing customers grant nothing new (approve in SharePoint admin → Advanced → API access):

ScopeUsed for
User.Read.AllUsers, managers, profile photos and office location
Presence.Read.AllLive Teams presence dots on cards

The overrides list is read and written on SharePoint as the signed-in user, with no extra scope.

Set up

  1. Install the package and approve the two Graph scopes (see the Install guide).
  2. Edit a page → add the Org Chart web part. With the default Hybrid source it renders immediately from your directory.
  3. To shape the org, open the property pane, page 1 (source), and click Provision overrides list.

Source modes

ModeWhat it does
Microsoft 365 directoryZero configuration; users and managers paged from Microsoft Graph.
SharePoint listThe overrides list is the org; rows define everyone, including people not in Microsoft 365.
Hybrid (recommended)The directory baseline with the overrides list applied on top.

The overrides list

Provisioning creates the GCS Org Chart list and is idempotent; once it exists the button becomes Repair list to add any missing columns. With the list you can:

Add rows directly in the list, or from the Manage org chart panel (edit the page, then the toolbar button), which uses people pickers and saves back to the chart live.

Display options

Title banner

The banner carrying the chart's title is styled from the property pane, page 3 (header banner and colours), in the Header banner group. On a people or About us page the chart is usually the whole page, so the banner is the first thing a reader sees. Only the fields that apply to the style you choose are shown.

SettingWhat it does
Title banner styleSolid colour, soft tint, gradient fade, two colours, no fill (ghost), underline, accent bar, overline label, or background image.
Banner shapePill or square corners, on the styles that draw a banner behind the title.
Banner colourYour own colour, or clear it to follow the chart accent and the site theme.
Second colourThe far end of the two-colour gradient; leave it empty for a darker shade of the first.
Banner background imagePick or upload a picture; a readability overlay keeps the title legible over it.
Overline textThe small label above the title on the overline style - a division or site name, for example.
Title text colourAutomatic, light or dark. Offered on the gradient, image, ghost and underline styles, where the automatic choice may not be the one you want.

Title contrast is computed against the real banner colour using WCAG ratios, so a banner set to a brand colour keeps a legible title. Existing charts are unchanged: the defaults reproduce the banner that shipped before these settings existed, and nothing moves until an author chooses a style.

On screens under 640px the canvas swaps for a drill-down accordion with the same data. Reporting cycles are detected and broken safely, with a dismissable warning naming the affected people.