Igloo Org Chart Azure AD Tree View integration

The Azure AD Org Chart Tree View Integrations widget provides a portal into your Azure Active Directory where you can view the managers and direct reports of the members of your company.

The widget also provides basic profile information and job title if it is present in your Azure AD.

Sections in this article: 

Widget layout

The Azure AD Org Chart on a page.

Location Description
View Profile

The Azure AD Org Chart Tree View integrations widget presents contact information for members of your Azure AD, where available. This includes their position, phone number, email address, address, and a “sip" message link which will open you native messaging service on your computer.

The Org Chart will open to show the profile of the currently logged in user.

The profile card of the logged in user.

Selecting the ellipsis icon in the upper right corner of any person will display their profile.

Viewing a user's details.

People Reporting To

People reporting directly to the currently displayed person are shown below the currently selected person, along with their role and department. Select a name to open their details.

See who reports to a manager.

View Manager

The name, role and department manager of the currently displayed person is shown at the top of the widget. The number of direct reports that manager has is also displayed below their profile image.

Viewing a manager.

View Chain of Command

The chain of reporting above the current member is displayed in the right of the widget.

The reporting chain.

Search

You can search for other employees in your Azure AD by name. Options will be displayed below the search field as text is entered.

Searching for other employees.

Legend

Set up

  1. Place an  Integrations widget on a page, space, or dashboard. For more information, see Placing and setting up a widget
  2. Select the placed widget's Edit button.
  3. Under Integration Library, select Igloo Integration Library.
  4. Select Igloo Org Chart Azure AD Tree View from the library.
  5. Review and make changes to the settings on the Options and Appearance tabs. You can find details about the widget's settings in the Settings section below.
  6. In the widget editor, select Update to apply your changes.
  7. At the bottom of your page, space, or dashboard, select Publish or Save as Draft to save your changes.

Authorize the Org Chart

The first time you set up the Org Chart in your digital workplace you will need to authorize the integration with Azure. Authorization to allow the widget to query your AD can only come from one of your Microsoft Administrators. To authorize:

  1. In the widget’s options select Show Admin Login, save this change and publish the page.
  2. Your organization’s Global Admin for O365/Microsoft (not Igloo admin) needs to select Sign in as Microsoft Admin. The Global Admin will be prompted to authorize on behalf of their entire organization.
  3. Once the widget has been authorized, it no longer needs the Microsoft Admin sign in link. You can turn it off by editing your page and widget again and deselecting Show Admin Login.

Settings

Options tab

Setting Description
Title

Enter a title for the widget. The title appears as a heading above the widget's contents. You should use the title to provide context to the widget and better structure a page's content by clearly denoting different sections.

When entering a title, you do so only for your currently selected language. If your digital workplace supports multiple languages, you should select Translation and enter a title for each supported language. 

This field can contain a maximum of 140 characters.

Title link

Enter the URL of a location in your digital workplace. Users who click the widget's title, if it has one, will go to this location. Whether you enter the link as a relative URL or an absolute URL does not matter, it will convert to an absolute URL the next time you edit the widget.

This field can contain a maximum of 2,083 characters.

Description

Enter a description for the widget. The description appears between the title and the widget's contents. You can use this text to provide information to users about the widget.

When entering a description, you do so only for your currently selected language. If your digital workplace supports multiple languages, you should select  Translation and enter a description for each supported language.

Show Admin Login

Enable to show the admin consent login link. Your Microsoft Admin must consent to the use of the org chart once before other users are permitted to use the org chart. See the Authorize the Org Chart section above. 

General options
Setting Description
Azure Tenant ID

You can enter your Microsoft tenant ID if you have one. By default, it is common. Refer to Microsoft's article, Find your Office 365 tenant ID (Microsoft), for instructions on locating this value.

Default User ID

Use this option to have the Org Chart open on a certain user rather than the logged in user. This can either be the user’s ID or the userPrincipalName in Azure.

Profile Photo

Select whether the Org Chart will use photos from Azure active directory, or Igloo.

UserEmailField

The field name in your Azure active directory that stores user’s emails. By default, this will be userPrincipalName.

Show Send Message

Enables or disables the SIP messaging function. It is enabled by default.

Show Reporting Chain

Enabling this feature will display the chain of direct reports above the currently selected profile. This feature can slow down the performance of the widget on very large ADs. It is off by default.

Hide Disabled Accounts

This feature, enabled by default, prevents AD profiles that are marked as Disabled from displaying in the widget. This feature checks the accountEnabled property which is carried over to Azure from on-premises ADs via DirSync.

User Property to Filter On

Allows you to filter users based on a Microsoft Graph User Property (Microsoft). Select one of the following filter options: None, City, Country, Department, Job Title, State, or User Type. Refer to the Property fields section below to learn how these options map to your AD fields. See Property fields section below.

User Property Values to Include

Enter a comma-separated list of values associated with the selected User Property. Only users who match any of these properties will be displayed. A maximum of seven values can be entered. Do not include spaces around the separator commas. For example, if you have selected to filter on Job Title, entering the property values of "Knowledge Manager, Support Technician" will result in only users with the title Knowledge Manager or Support Technician being displayed in the widget. See Property fields section below.

Anyone outside of the scope of the filter will not appear in the widget. This will also limit who will appear in search and in reporting chains.

Advanced options

Appearance tab

Appearance options
Setting Description
Class

Enter CSS class selectors to provide additional styling to the widget. For more information, see Applying custom CSS to widgets.

Height

Select the height of the widget.

The default value is Auto (leftmost slider position) scales the widget's height to fit its contents. You can use the slider to set a fixed height between 50px to 600px in increments of 50px.

Selecting a height less than what is needed to display its contents results in the widget having a vertical scrollbar.

Note

Your digital workplace's theme overwrites many of the settings on the Appearance tab. However, the settings listed above are usable.

Property fields

Below are the property fields used in this widget and how they correspond to the associated Microsoft AD fields.

Widget Field Name Microsoft Graph Field Name Azure AD Field Name
Name displayName displayName
Title jobTitle jobTitle / title (LDAP)
Department department department
Email userPrincipalName userPrincipalName
Phone businessPhones (first entry) telephoneNumber
Location officeLocation physicalDeliveryOfficeName
Photo photo value  
Manager manager manager
 

Frequently asked questions

Is there an API available to customize the Igloo Org Chart for my organization?

There is currently no API for the Igloo Org Chart.

Does the Igloo Org Chart work with an on-premise installation of Active Directory?

Igloo Org Chart is designed to be used with Active Directory in the Microsoft Azure cloud.
Customers could use an on-premise installation of Active Directory using the Azure AD Connect tool (Microsoft), in a synchronized or federated manner.

For more information, see Understanding Office 365 identity and Azure Active Directory (Microsoft).

How do I get pictures in my Azure Org Chart?

The Azure Org Chart widget requires Exchange Online in order to supply pictures for members to the widget. Azure instances without Exchange Online will not show images for their members.