MTS Organization Chart

Configuration

License config Go to Admin > MTS Organisation Chart License Configuration > Enter 'License Key' > Hit 'Validate' > click on 'Continue' to go MTS Organisation Chart Config page.

Plugin Configuration (Admin)

The core power of this plugin relies on its dynamic configuration. Administrators must navigate to Admin > MTS Organisation Chart Config to set up the global rules.

Account Chart Display Mode

This crucial setting determines what data structure is loaded when viewing an Account's organization chart.

• Contacts Only (Default): The chart focuses purely on human resources. It displays the current Company at the top (Level 0), and maps out all Employees/Contacts underneath it based on their "Reports To" structure.
• Account Hierarchy: The chart focuses purely on corporate structure. It maps out Parent Companies (Holdings), current Companies, and Sub-accounts (Branches/Subsidiaries).
• Both (Accounts & Contacts): A comprehensive master-view that combines both structures, showing corporate branches and the specific employees working within each branch.

Data Inclusion Rules

Control exactly who gets to appear on the chart.

• Show Contacts with no reporting hierarchy: If checked, the chart will collect "orphan" contacts (employees who do not have a manager assigned) and attach them directly to the Level 0 Company node so they aren't hidden from view.
• Include Inactive Contact: Determines whether ex-employees or inactive records should be rendered on the chart.

Avatars & Display Fields

Customize the visual information inside each card.

• Avatar Fields: Independently select which Image-type field to use for Company avatars and Person avatars. (If no image is available, a clean placeholder is used automatically).
• Dynamic Fields (Drag & Drop): Use the selector to choose which fields (e.g., Job Title, Phone, Email) appear inside the node. The nodes dynamically scale their height to fit the selected information beautifully!