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42 changes: 42 additions & 0 deletions admin_manual/groupware/contacts.rst
Original file line number Diff line number Diff line change
Expand Up @@ -54,6 +54,48 @@ 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<dav-sync-system-address-book>`.

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<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.
* Changes to managers or profile fields are applied to the system address
book right away.

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 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. The **Role** is
shown as the job title 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
------------

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