| Available for | Roles | Super Admin, Admin, Team Member, Limited Team Member Can only be enabled by Super Admins |
| Permissions | • Manage API credentials and manage integrations | |
| Packages | LeverTRM for Enterprise, Advanced HR |
OrgChart integrates with Lever as an append data source to allow administrators to display open, on-hold, closed, and draft requisitions on their org charts. The following article provides step-by-step instructions for setting up a Lever connector. For more information refer to the OrgChart website.
Setting up the OrgChart integration
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You must be a team or organization with admin rights in OrgChart to install this integration. |
- Log in to OrgChart
- Click on the Mode Switcher icon in the Top Toolbar
- Click the Setup option to open the Setup panel
- Click on the Chart Settings tile to display the Source panel
- Under Append Data, click the (+) icon
- Click the Lever icon in the Append Data source menu, and click Select.
- Enter the Lever API Token (generated in your Lever profile) into the API Token text box.
- Please contact OrgChart for guidance on required API permissions.
- For guidance on generating the API Token in Lever click here.
- (Optional) Check the All Requisitions checkbox in OrgChart to pull open, on-hold, closed, and draft requisitions into the chart.
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Open requisitions are pulled by default. Do not check the All Requisitions checkbox if you only want to include open requisitions. |
- Select the field mapped to Email (in the Main Data Source) from the Email Field dropdown.
- (Optional) Check the Separate boxes for each open job requisition checkbox to display a box for each available opening listed under the same requisition ID. For example, if one open job requisition lists 5 available positions, OrgChart will generate 5 separate open requisition boxes.
- Click Save, and then click Refresh.
Using the OrgChart integration
For guidance on using OrgChart with Lever, please refer to the OrgChart Help Guide.
Disabling the OrgChart integration
- In Lever navigate to Settings > Integrations and API
- Under the API Credentials tab, locate the OrgChart API credentials
- Click the trash can icon to disable the integration