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Configuring Org Chart Card Content Attributes

Learn how to set up your org chart card content attributes so your organization can customize their org chart views.

Ryan Bickham avatar
Written by Ryan Bickham
Updated this week

As an administrator, you have control over which attributes your users can display on org chart cards. This allows you to customize what information is available for users to show when they personalize their org chart view.

Getting Started

To configure org chart card content attributes, you'll need to access your Admin Dashboard and navigate to the Feature Management section.

Step 1: Access Feature Management

From your Admin Dashboard, click on Feature Management in the left-hand menu. This section allows you to turn on or modify the settings of different features inside of Sift.

Step 2: Navigate to Org Chart Settings

Once in Feature Management, click on the Org Chart tab at the top of the page. Here you'll find various org chart configuration options.

Step 3: Configure Card Content Attributes

Look for the Card Content Attributes section. Click the Configure button to open the configuration dialog.

In this section, you can select which attributes will be available for users to choose from when customizing their org chart card displays. Users will be able to access these options through the Card Content dialog in their org chart toolbar, allowing them to create personalized views that show the information most relevant to their needs.

Important Considerations

Attribute Compatibility

Not every attribute in your Sift instance can be added to org chart cards. The availability of attributes depends on the type of data associated with each attribute:

  • Text-based attributes (like job titles, departments, or office locations) work well on org chart cards

  • Collection-based attributes and other complex data types may not be suitable for card display

When configuring your card content options, you'll only see attributes that are compatible with org chart card display.

User Experience Impact

The attributes you make available here will directly impact how users can customize their org chart experience.

Consider including:

  • Key organizational information (department, team, role level)

  • Location-based data (office location, remote status)

  • Contact information (email, phone)

  • Other relevant organizational data specific to your company's needs

What Happens Next?

Once you've configured your card content attributes:

  1. Users will see these options in their Card Content dialog when viewing the org chart

  2. They can choose between traditional card layouts or the new flexible extended card design

  3. Both simple and advanced card views will keep your attribute selections

  4. Users can create customized org chart views that focus on the information most important to their current task

Related Resources

To learn more about setting up your Sift instance for optimal org chart functionality:

  • Attributes- Learn how to create and manage the attributes that power your org chart cards

  • Admin Dashboard Overview - Get familiar with all the administrative features available in Sift

  • General Settings - Configure organization-wide settings that complement your org chart setup

Remember to click Save when you're finished configuring your card content attributes to ensure your changes take effect for all users.

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