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:
Users will see these options in their Card Content dialog when viewing the org chart
They can choose between traditional card layouts or the new flexible extended card design
Both simple and advanced card views will keep your attribute selections
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.