Enabling and using the OrgChart integration

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


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.


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

  1. In Lever navigate to Settings > Integrations and API
  2. Under the API Credentials tab, locate the OrgChart API credentials
  3. Click the trash can icon to disable the integration
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