How To Share Centralize Org Charts Via Shareable Link

Learn how to generate and share a link to your Centralize reports with external stakeholders. This guide covers how to set link duration and customize data visibility to ensure your viewers see the exact insights you intend to share.

Nicole Tettke
5 steps
27 seconds

Usecentralize

**Why do this:** Your champions know their org better than anyone. Sharing your org chart with them is the fastest way to fill in gaps, surface new contacts, and keep your relationship map accurate, without doing all the legwork yourself.

Navigate to your Org chart

Click 'Share' and select 'Share as link' to create a shareable link.

Set the expiration date for your shareable link. You can set it to 1 week, 1 month, 1 year or never.

After you have set the expiration date you can: 1. Password protect the link. You can set the password after you check off the "password protect the link" checkbox. 2. Share buyer sentiment - this would show support, neutral and detractor sentiment on the contact. 3. Allow viewers to propose reporting line edits will allow whoever you share the link with to propose updates to your org chart.

To finalize, go ahead and click on copy link and the done.

How To Share Centralize Org Charts Via Shareable Link

Nicole Tettke
5 steps
27 seconds

Usecentralize

Navigate to your Org chart

Click 'Share' and select 'Share as link' to create a shareable link.

Set the expiration date for your shareable link. You can set it to 1 week, 1 month, 1 year or never.

To finalize, go ahead and click on copy link and the done.