Creating Your First Chart

Getting Started

This guide walks you through the entire process — from signing up to having a complete org chart you can share with your team.

Step 1: Sign in

Go to app.orgcanvas.app and click Sign in with Google. OrgCanvas uses Google Sign-In exclusively — no separate passwords to manage.

Once signed in, you'll land on your dashboard.

Step 2: Create a workspace

Your workspace is the top-level container for everything. Think of it as the company or organization you're charting. On the free plan, you get one workspace.

Give your workspace a name (e.g., "Acme Corp" or "My Company") and click Create.

Step 3: Create a canvas

Inside your workspace, create a canvas. A canvas is a design surface — you might have one for each department, team, or scenario. On the free plan, you get one canvas.

Name it something descriptive, like "Engineering Team" or "Full Organization".

Step 4: Create an org chart

Inside your canvas, click to create a new org chart. Give it a name — "Current Structure" is a good start. You can create unlimited org charts within a canvas.

Step 5: Add your first person

Click the Add Person button or press N on your keyboard. Enter their name and title. This first person typically becomes the root of your chart (e.g., the CEO or department head).

Step 6: Build the hierarchy

Select a person and press N to add someone who reports to them. Keep going until your chart is complete. You can also:

• Press Enter to edit a selected person's details
• Drag and drop people to reorder them
• Use ← and → arrow keys to reorder siblings
• Press Del to remove someone

Step 7: Save and share

OrgCanvas autosaves your work, but you can also press Cmd+S (or Ctrl+S on Windows) to save manually. To share your chart:

1. Click the Share button in the toolbar
2. Generate a read-only link
3. Send the link to anyone — they can view it without signing in

Back to Getting Started