Data Security

Data Security: Protecting your chart

OrgChartcomes with a password security feature which can be applied to individual charts (see below). After a chart’s security is set, a prompt will appear requiring the correct password to be entered before the chart will open.

  1. To access the Document Security screen – go to the Main Menu and click on Tools > Protect Project.
  2. To set the password – enter an identical password in both the Enter password and Confirm password fields.
  3. To access a protected chart – enter the correct password when the OrgChart security prompt appears (see below):

Important: DO NOT lose your password! Password protected documents cannot be accessed once the password is lost.

To complete this screen, choose one of the following options:

OK – enters the password.

  1. If the password is correct – the chart will open.
  2. If the password is incorrect – an Incorrect Password notification will be displayed. (Remember, passwords are case sensitive so double– check that you are entering your code correctly.)
  3. Cancel – closes the security prompt without opening the locked chart.

Data Security: Additional considerations

The security considerations for the OrgChart application are as follows:

OrgChart files are only readable using the OrgChart application.

  • Data is behind your firewall:  OrgChart data resides on a workstation or portable computer behind your firewall.   No data is stored outside your company firewall.
  • Security layers.  There are no security layers or roles.  Any user of the application with the necessary password permission can see all data in the chart file.
  • SharePoint security.  Since OrgChart offers the option to save its files to SharePoint folders you can use SharePoint’s security scheme to protect files from unauthorized users.

NOTE: If two people attempt to access the same .toc file, the 2nd user will receive a warning message that file is in use and that it is “read only”. They will not be able to edit the file at the same time.

Updated on January 17, 2023

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