From f9c0c266f2b00ee6c6c94cb54e97267c451e7613 Mon Sep 17 00:00:00 2001 From: whoalin1 Date: Wed, 7 Oct 2026 04:47:57 +0300 Subject: [PATCH 1/2] docs(admin): document Contacts organization chart setup Assisted-by: Cursor:grok-4.7 Signed-off-by: whoalin1 --- admin_manual/groupware/contacts.rst | 45 +++++++++++++++++++++++++++++ 1 file changed, 45 insertions(+) diff --git a/admin_manual/groupware/contacts.rst b/admin_manual/groupware/contacts.rst index 5997e3424dd..fdf4b6d0cfc 100644 --- a/admin_manual/groupware/contacts.rst +++ b/admin_manual/groupware/contacts.rst @@ -54,6 +54,51 @@ Address Book Sync The address book is updated automatically with every added, modified, disabled or removed user. Admins can also trigger a full rewrite of the address book :ref:`with occ`. +Organization chart +------------------ + +The Contacts app can show an **organization chart** built from system address +book contacts. Hierarchy comes from each account's line manager; job labels come +from profile fields. + +Prerequisites +^^^^^^^^^^^^^ + +* The :ref:`system address book` must be enabled and + exposed to users. +* Only accounts that appear in the system address book are included. Users who + set all profile property scopes to *Private* are omitted. +* After changing managers or profile fields, wait for the automatic sync or run + the :ref:`system address book sync` occ command. + +Define a line manager +^^^^^^^^^^^^^^^^^^^^^ + +In **Administration settings** → **Users**, open a user and set the +**Manager** field to another local account. See :doc:`../configuration_user/user_configuration`. + +Setting a manager does **not** grant admin rights. The value is written into the +user's system address book card (``X-MANAGERSNAME``) and is what the chart uses +as the parent node. + +Set organisation and job title (role) +^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^ + +Users (or admins editing profile data) set **Organisation** and **Role** under +**Personal settings** → **Personal info**. Keep the property scope at *Local* or +higher so the values are copied into the system address book: + +* **Organisation** becomes the contact ``ORG`` field. +* **Role** becomes the contact ``TITLE`` (job title) field shown on the chart. + +Viewing the chart +^^^^^^^^^^^^^^^^^ + +In the Contacts app, open the **Organization chart** / **Chart** view. Contacts +without a manager appear as chart roots; reports nest under their manager. +Charts only form when manager links resolve to other system address book +contacts on the same instance. + Shared items ------------ From 880de3a27ba691f58d187d0528f37081e03417d8 Mon Sep 17 00:00:00 2001 From: whoalin1 Date: Fri, 23 Oct 2026 19:42:15 +0300 Subject: [PATCH 2/2] docs(admin): simplify Contacts organization chart notes System address book updates are applied right away, and users do not need the vCard property names. Assisted-by: Cursor:grok-4.7 Signed-off-by: whoalin1 --- admin_manual/groupware/contacts.rst | 15 ++++++--------- 1 file changed, 6 insertions(+), 9 deletions(-) diff --git a/admin_manual/groupware/contacts.rst b/admin_manual/groupware/contacts.rst index fdf4b6d0cfc..bb8672a8ec8 100644 --- a/admin_manual/groupware/contacts.rst +++ b/admin_manual/groupware/contacts.rst @@ -68,8 +68,8 @@ Prerequisites exposed to users. * Only accounts that appear in the system address book are included. Users who set all profile property scopes to *Private* are omitted. -* After changing managers or profile fields, wait for the automatic sync or run - the :ref:`system address book sync` occ command. +* Changes to managers or profile fields are applied to the system address + book right away. Define a line manager ^^^^^^^^^^^^^^^^^^^^^ @@ -77,19 +77,16 @@ Define a line manager In **Administration settings** → **Users**, open a user and set the **Manager** field to another local account. See :doc:`../configuration_user/user_configuration`. -Setting a manager does **not** grant admin rights. The value is written into the -user's system address book card (``X-MANAGERSNAME``) and is what the chart uses -as the parent node. +Setting a manager does **not** grant admin rights. The chart uses the manager +as the user's parent node. Set organisation and job title (role) ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^ Users (or admins editing profile data) set **Organisation** and **Role** under **Personal settings** → **Personal info**. Keep the property scope at *Local* or -higher so the values are copied into the system address book: - -* **Organisation** becomes the contact ``ORG`` field. -* **Role** becomes the contact ``TITLE`` (job title) field shown on the chart. +higher so the values are copied into the system address book. The **Role** is +shown as the job title on the chart. Viewing the chart ^^^^^^^^^^^^^^^^^