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 the same two read-only Graph scopes as the Directory, so existing customers grant nothing new (approve in SharePoint admin → Advanced → API access):
| Scope | Used for |
|---|---|
User.Read.All | Users, managers, profile photos and office location |
Presence.Read.All | Live 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
- Install the package and approve the two Graph scopes (see the Install guide).
- Edit a page → add the Org Chart web part. With the default Hybrid source it renders immediately from your directory.
- To shape the org, open the property pane, page 1 (source), and click Provision overrides list.
Source modes
| Mode | What it does |
|---|---|
| Microsoft 365 directory | Zero configuration; users and managers paged from Microsoft Graph. |
| SharePoint list | The 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:
- Re-parent a reporting line, and add extra solid-line or dotted-line managers.
- Override a title or department, hide a person, or add someone who is not in Microsoft 365.
- Mark a vacant position (role name and manager), shown as a dashed muted card.
- Order siblings with a sort weight.
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
- Layout - top-down, left-to-right or compact (grouped-leaf grid, with a max-columns slider).
- Connectors - elbow, straight or curved, applied to primary, additional and dotted lines.
- Card design - Standard, Compact or Portrait preset; circle or rounded-square photo; toggles for job title, department, office location, email and a report-count badge.
- Toolbar - search across name, title and department; Department and Job title filter facets; collapse to level; zoom and fit-to-view.
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.