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Main Page Filters
0
Filter the cards shown on the main org chart area directly from this page.
Editor (Edit + New)
Click outside the panel (blurred area) or press Esc to close.
Edit Selected Record
Click a card to select it. Edit the record below, then Save. Export creates a new CSV with your changes.
Position change rule: if Position changes, any ReportsTo referencing the old Position is updated automatically.
Create New Record
Creates a blank row using your mapped headers. You can then edit it in the editor panel.
Debug (CSV + Mapping)
CSV Debug (paste directly into the app)
File upload lives on the main page.
Header Mapping
Upload or load a CSV, detect and apply your headers, then click Render to build the org chart.
Settings
Theme Menu
Choose a theme for the app. This updates the main page and settings page instantly.
Data Validation Center
Review the current mapped CSV for missing positions, duplicate positions, broken reporting links, circular chains, and other common org-chart data problems.
No validation run yet
0Total issues
0Critical
0Warnings
0Info
Presets & Backup
Save reusable filter sets, theme choices, and header mappings. Export them to your computer as a JSON backup and import them later on the same machine or another one.
Nothing saved yet
Main Page Filter Presets
Page: Main Page org chart. Save the current search and main filter dock state for quick reuse.
Theme Presets
Page: App-wide / Settings. Save the active app theme as a reusable preset from Settings.
CSV Header Mapping Presets
Page: CSV Upload / Header Mapping. Save the current header mapping so Position / Reports To and other mapped fields can be restored quickly.
Local Computer Backup
Export all presets to a JSON file on your computer, or import a backup file to restore them.
No preset backup exported in this session.
Supervisor Chain Visualizer
View the selected member, immediate supervisor, and higher-level chain in a focused vertical layout. Open any person on the main page or restart the chain from a supervisor card.
Selected or search position:Selected: None
Use the selected record or search for a position to build the chain.
No card selected
Supervisor Chain
This page only shows the supervisor chain. Theme controls stay on the Settings page.
PDF Fill Tool
Load a fillable PDF and CSV, map fields, preview filenames, and generate filled PDFs or a ZIP.
Filename Builder
(load CSV to preview)
Mapping
Rows: 0Fields: 0Mapped: 0
Waiting for PDF + CSV…
CSV headers: (not loaded)
Libraries: not loaded yet.
Org Chart Pro
Merged Org Chart Workspace
This is the uploaded org chart tool as its own page inside the app. Load the sample CSV or send the current uploaded CSV from the main app. The page now follows the app theme automatically and the outer page handles scrolling.