Features Built for Smarter, Dynamic Org Charts

Icons for cloud, settings, employee card and charts representing OrgChart Agile features

Features Built for Smarter, Dynamic Org Charts

Icons for cloud, settings, employee card and charts representing OrgChart Agile features
Box Properties dialog to customize the layout of org chart boxes

Smart tools to Design Your Org Chart

Smart tools to Design Your Org Chart

Customize your org chart with an intuitive drag-and-drop editor. Start from a clean layout or update an existing template, add or remove fields, and preview changes in real time. Flexible deployment options let you apply your design to a single user or across the entire organization. Save your template and the chart updates automatically, giving everyone a consistently personalized view.

Smart tools to Design Your Org Chart

Customize your org chart with an intuitive drag-and-drop editor. Start from a clean layout or update an existing template, add or remove fields, and preview changes in real time. Flexible deployment options let you apply your design to a single user or across the entire organization. Save your template and the chart updates automatically, giving everyone a consistently personalized view.

Box Properties dialog to customize the layout of org chart boxes

Quick Access to Employee Details

Quick Access to Employee Details

The Profile section lets you open any employee’s card to instantly view their details, role, contact information, and other key data. A centralized view for quick, easy access to your workforce profiles.

OrgChart Agile screen with an org chart and an employee profile panel

Quick Access to Employee Details

The Profile section lets you open any employee’s card to instantly view their details, role, contact information, and other key data. A centralized view for quick, easy access to your workforce profiles.

OrgChart Agile screen with an org chart and an employee profile panel
Supported integrations: Microsoft Azure Active Directory, Google, SAML, LDAP, SSL and Microsoft

Single Sign-On (SSO) Access

Single Sign-On (SSO) Access

With Single Sign-On, you can access your org chart and connected applications using one single credential, without managing multiple passwords. This makes access easier for all users, reduces IT workload, and provides stronger security and centralized permission control across the entire organization.

Single Sign-On (SSO) Access

With Single Sign-On, you can access your org chart and connected applications using one single credential, without managing multiple passwords. This makes access easier for all users, reduces IT workload, and provides stronger security and centralized permission control across the entire organization.

Supported integrations: Microsoft Azure Active Directory, Google, SAML, LDAP, SSL and Microsoft

Drill Down Views for Every Level

Drill Down Views for Every Level

Explore your org chart with intuitive navigation that lets you move seamlessly from the overall structure to departments, teams, and individual roles. Choose from predefined or custom views to visualize the same data in different, more insightful ways.

Selecting an org chart box and dragging it to a new position

Drill Down Views for Every Level

Explore your org chart with intuitive navigation that lets you move seamlessly from the overall structure to departments, teams, and individual roles. Choose from predefined or custom views to visualize the same data in different, more insightful ways.

Selecting an org chart box and dragging it to a new position
Conditional formatting rules applied to org chart boxes

Customize Boxes with Smart Rules

Customize Boxes with Smart Rules

With conditional formatting, you can automatically apply a specific layout to all boxes that match a given condition, such as a particular role or external collaborators. This helps you quickly identify key groups, improve clarity, and maintain a consistent style across the entire org chart.

Customize Boxes with Smart Rules

With conditional formatting, you can automatically apply a specific layout to all boxes that match a given condition, such as a particular role or external collaborators. This helps you quickly identify key groups, improve clarity, and maintain a consistent style across the entire org chart.
Conditional formatting rules applied to org chart boxes

Import & Export Your Org Charts

Import & Export Your Org Charts

You can import your org chart data in several ways: by uploading a CSV or completing the dedicated Excel file, through automatic synchronization with People Express, or via SFTP and dedicated APIs. Before finalizing the upload, you can adjust field mapping to match your structure.

You can also export the entire org chart or selected boxes to PDF, making it easy to share, print, or include in your reports and presentations.

Importing data into OrgChart Agile and exporting the org chart to PDF

Import & Export Your Org Charts

You can import your org chart data in several ways: by uploading a CSV or completing the dedicated Excel file, through automatic synchronization with People Express, or via SFTP and dedicated APIs. Before finalizing the upload, you can adjust field mapping to match your structure.

You can also export the entire org chart or selected boxes to PDF, making it easy to share, print, or include in your reports and presentations.

Importing data into OrgChart Agile and exporting the org chart to PDF
Org chart directory view with a text annotation on a box

Add Notes to

Highlight Key Details

Add Notes to Highlight Key Details

Enhance each box in your org chart with custom text and comments to highlight key information or operational details. You can also choose the color of each note, making it easy to visually distinguish important content and improve overall clarity.

Add Notes to Highlight Key Details

Enhance each box in your org chart with custom text and comments to highlight key information or operational details. You can also choose the color of each note, making it easy to visually distinguish important content and improve overall clarity.

Org chart directory view with a text annotation on a box

Data-Driven Organizational Insights

Data-Driven Organizational Insights

Access clear, data-driven reports that help you analyze headcount, roles, departments, and organizational changes. Generate insights in just a few clicks and export everything you need to support planning, decision-making, and internal presentations.

Dashboard with charts and statistics on the organization

Data-Driven Organizational Insights

Access clear, data-driven reports that help you analyze headcount, roles, departments, and organizational changes. Generate insights in just a few clicks and export everything you need to support planning, decision-making, and internal presentations.

Dashboard with charts and statistics on the organization

Ready to see how OrgChart Agile can transform the way you visualize your organization?