Create A Chart From Entra ID

Create an Organizational Chart using Microsoft Entra ID as your data source.

Creating a Org Chart from Entra ID Option

To create a chart from Microsoft Entra ID (formerly Azure Active Directory) TeamOrgChart will require you to grant additional permissions.

The permission (or 'scope'), required is Directory.Read.All and this can only be granted by an account with Global Admin rights. This is a one-time operation and can be done from the Permissions Page or from the Create Chart Page.

Organization charts created from Microsoft Entra ID are dynamic and automatically synchronize with any changes in your Entra ID environment.

Updates typically appear in the org chart within thirty minutes, though in some cases it may take longer.

1. Grant Permissions

Access the Permissions Page to grant the necessary Microsoft Graph permissions.

This action can only be performed by a Global Admin. It is required only once, after the scope is granted, standard users will be able to create and access the org charts.

2. Complete Consent Workflow

Using a Global Admin account, complete the Microsoft consent workflow.

Once completed, you will be returned to the dashboard and TeamOrgChart will create a default Entra ID chart.

3. Open the Org Chart

On opening the org chart TeamOrgChart will build an index and depending on the size of the organization, this may take a few minutes.

TeamOrgChart will calculate the top of the organization by walking up the manager hierarchy starting from current user (you) and save that person as the head of the chart. If the manager data within your Entra ID is correctly set, you should see an organization chart. The chart starting position can be changed at a later date as required.

The chart is fully functional at this stage, you should be able to search, navigate and bring up the information window for people within the organization.

If you only see a single box with your own details, it’s likely that your Entra ID directory is missing the necessary manager information. To troubleshoot this, visit the Analysis Page and run the report. This will validate your data and check for any issues that may be causing the problem.

TeamOrgChart does not store any Personally Identifiable Information (PII) from the chart.

Create Additional Charts from Entra ID

1. Create Org Chart

From the Dashboard, select Create Org Chart.

2. Name the Chart

Name the chart and select Entra ID as the data source.

3. Set Starting Position

Set the starting position of the chart by either searching for a person within your organization or using one of the Dynamic Start Position rules.

After clicking 'Save' the chart will be created and is ready for further configuration.

Next Steps

Set Box Content Styling