All Workleap license holders have access to a free version of Pingboard's state-of-the-art org chart.
See the table below to understand the differences between the free and paid version of Pingboard's org chart:
| Free org chart | Paid org chart |
View | Yes | Yes |
Filter | Yes | Yes |
Search | Yes | Yes |
Layout options | Yes | Yes |
Build | No | Yes |
Edit roles | No | Yes |
Share | No | Yes |
Download/print | No | Yes |
Presentation view | No | Yes |
Org chart planning | No | Yes |
Teams matrix | No | Yes |
Customized cards | No | Yes |
Multiple roles | No | Yes |
Note: When logged in as an Admin, you see all of Pingboard's paid features filled out with mock data. All other roles can only view your free org chart.
Enable your org chart
Admins can enable the free org chart from the prompt on various parts of the Workleap app, including the Users, Teams, and Billing pages. Admins can also enable the free org chart when buying their first license.
Set up your org chart
Pingboard automatically uses your organization's data to fill out the free org chart. When first accessing the org chart, an Admin just needs to confirm the top-level person in your organization, and Pingboard handles the rest.
Note: If you're accessing Workleap for the first time, you may need to import your user data.
Note: A user's Direct Manager determines their position in the org chart. You can update your users' Direct Manager via bulk provisioning.
Tip: Upgrade to a full Pingboard license to discover many new ways to edit and utilize your Org Chart.
Give access to your users
To give your users Pingboard product access:
Open Settings and select Users from the side menu.
Select the top-most checkbox to select all your users or select specific users you want to give access to.
Select Manage product access.
Check the box next to Pingboard and confirm.
Tip: You can also grant Pingboard access to many users at once through bulk provisioning.
Upgrade to a trial or license
When signed in as an Admin, the app has multiple prompts to upgrade your free org chart to a trial or full Pingboard license.
You can also go to Settings > Billing > Subscription and select Manage next to Pingboard to upgrade your subscription.
FAQ
Is the free org chart a trial version of Pingboard?
No. All Workleap license holders have permanent access to the free version of Pingboard's org chart. Trials give temporary access to the full version of Pingboard.
Can I delete the free org chart?
You can revoke access from all users via the Users page. You can also contact our support team to remove Pingboard from the Workleap platform.