# Configuration

> Views, filters, assistants, dotted-line managers, rename values, display settings and themes of coOrgChart.

Web page: https://orgchart.compleo.ch/en/docs/configuration/

Edit the page and click the pencil icon of the web part to open its settings. **Page 1** holds data and display
settings and the themes; **page 2** holds the views, the common filters and the renamed values.

## Data

| Setting | Notes |
| --- | --- |
| Assistant attribute | The Entra ID extension attribute (`extensionAttribute1`–`15`) that holds assistants, see below. |
| Dotted-line manager attribute | The extension attribute that holds dotted-line managers, see below. |
| Additional employees list | A SharePoint list with people outside Entra ID. See [Additional employees](https://orgchart.compleo.ch/en/docs/additional-employees/). |
| Hide people without manager and without reports | On by default. Hides service accounts, meeting rooms and similar. |
| Cache directory in the browser | 0 to 72 hours (default 12). 0 reloads the data on every visit. |
| Reload data now | Bypasses the cache, for example after changes in Entra ID. |

## Assistants and dotted-line managers

coOrgChart reads these relationships from two extension attributes of your choice:

| Relationship | Set on | Value |
| --- | --- | --- |
| Assistant | the **manager** | The assistant’s UPN or email. Separate several with `;`. |
| Dotted-line manager | the **employee** | The dotted-line manager’s UPN or email. Separate several with `;`. |

- An assistant who reports to the person they assist is shown in the assistant area instead of the team. If the
  assistant leads a team of their own, they stay in the normal tree so their team remains reachable.
- An assistant whose manager is someone else appears in both places: in their manager’s team and beside the person
  they assist.
- Dotted-line reports appear under their dotted-line manager with a dashed border. Clicking one jumps to the
  person’s real position.
- **Hybrid identity:** maintain the attributes in your on-premises Active Directory; Entra Connect syncs them.
- **Cloud-only users:** set the attributes in the Exchange admin center (user › Others › Custom attributes) or with
  Microsoft Graph.

If you already maintain such attributes for another org chart tool, they usually work unchanged.

## Views

There is always at least one view. With two or more, they appear as tabs above the chart. Each view is either an
**org chart** or an **employee directory**.

**Org chart views**

| Setting | Notes |
| --- | --- |
| Tab name | Shown in the tab bar. |
| Open the chart on | The top of the organisation, the current user, or one to three specific people side by side. |
| Chart type | **Classic** (top to bottom), **Compact** (reports stacked vertically from a number of reports), **Group leaves** (people without reports in two columns), **Left to right** (indented, like a file explorer), **Bottom to top**. |
| Group reports by | Groups each manager’s team by an attribute (e.g. department) under headers on the connector line. |
| Grouping levels | How many levels below the top person(s) are grouped. |
| Levels expanded on load | 1 to 6. |
| Show search box | A search box inside the chart. |
| Label on the cards | An attribute shown as a coloured label on each card, e.g. the department. |
| Filters for this view | Added to the common filters. |
| Theme | Colours, card style, text size and fields of this view, see [Themes](https://orgchart.compleo.ch/en/docs/configuration/#themes). Default: the first theme. |

**Employee directory views**

| Setting | Notes |
| --- | --- |
| Layout | **Cards** (grid of tiles) or **List** (table). |
| Sort by | Name, or an attribute and then name. |
| People per page | 12, 24, 48 or 96. |
| Filter dropdowns | Attributes viewers can filter by; each dropdown shows the remaining values with counts. |
| Show search box | Search over name, job title, department, company, office and email. |
| Theme | As for org chart views. |

The first view opens by default. To link to a specific view, add `?orgchartview=<tab name>` to the page URL. To open
the chart on a person, add `?orgchart=<UPN>`.

## Filters

“Common filters (all views)” on page 2 apply to every view; each view can add its own rules. Disabled accounts and
guests are always excluded.

| Rule | Example values |
| --- | --- |
| Only show people where *attribute* is one of | Company: `Contoso Ltd; Contoso*` |
| Hide people where *attribute* is one of | Department: `External; (empty)` |
| Hide accounts (UPN, email or display name) | `svc-*; admin*; *@partner.com` |
| Only show members of group | `All Employees` (name, email or object ID; nested groups count) |
| Hide members of group | `External Contractors` |

- Attributes: company, department, office, city, country/region, job title, employee type and
  `extensionAttribute1`–`15`.
- Comparisons: **is one of** (with `*` as a wildcard), **starts with** or **contains**. Matching ignores case;
  `(empty)` matches a blank value.
- “Hide” rules hide the person **together with everyone below them**. “Only show” rules skip people who don’t match;
  their team moves up to the next visible manager.
- Filters control what is displayed. They are not a security boundary, because users can see the directory in other
  Microsoft 365 apps anyway.

## Rename values

Shows attribute values under another name without changing Entra ID – for example two group companies as one:
attribute **Company**, values to rename `Contoso Holding AG`, show as `Contoso AG`.

- Applies everywhere: cards, details window, directory filters, sorting, grouping, labels, search and export.
- Separate values with `;`. Matching ignores case, `*` works as a wildcard, and `(empty)` gives a blank value a name.
- Renaming happens before filtering, so filter rules use the new name.

## Display

| Setting | Default | Notes |
| --- | --- | --- |
| Show dotted-line reports | on | |
| Show Teams presence | on | |
| Scale the chart to fit the web part | off | Zooms out automatically so the whole chart is visible. |
| Show the export button (PNG / PDF / CSV) | on | Off hides the export button for all viewers. |
| Height | 700 px | In a Teams tab the chart uses the full height. |

## Themes

A theme is a named set of formatting settings. Create as many as you need under **Themes** on page 1 and choose one
for each view (**Theme** in the view’s settings). Views without a choice use the first theme, so new views look like
the rest of the web part.

| Setting | Notes |
| --- | --- |
| Theme name | Shown in the view settings. |
| Card style | **Modern** (photo centred on top) or **Classic** (photo left of the text). |
| Text size | Small (90%), Normal, Large (115%) or Extra large (130%). The cards grow with the text; photos keep their size. |
| Card width | 120 to 600 px (default 220). |
| Chart background | Page theme, white or a custom colour. On a custom colour, text, lines and greys switch to light or dark automatically. |
| Card colour | Card background; the text switches to black or white for contrast. |
| Highlight, secondary and group header colour | Accent bar, connector lines, labels and group headers. Empty means the SharePoint theme colour. |
| Fields shown under the name | Up to five attributes, in the order you choose. Empty fields are left out. |
| Fields in the details window | Up to twelve attributes; email and phone are clickable. |

**Export** and **Import** copy themes as text, for example into the coOrgChart web part on another page. Imported
themes are added to the existing ones; a name that already exists gets a number.