Leadership Team
The component that helps you get to know the members of management and the key contacts in each department.
What is Leadership Team
Our feature complements the organizational chart by showcasing the company's structure, clarifying departmental organization, and identifying key personnel.
Users can view the management team in a single area of the SharePoint intranet, discovering their roles and how to contact them when needed.
Explore the advantages of Intranet.ai Leadership Team by clicking here to learn more.
Add the Leadership Team web part to a SharePoint page
If your page is not already in edit mode, click Edit at the top right of the page.
Click on it and, in the web part search box, enter Leadership Team to quickly find and select the Leadership Team web part.
Configuration
List settings
Leadership Team allows to you to show specific people from the Top Management. This is possible thanks to the specific SharePoint lists you'll put in the dedicated area. Also, it's possible to put the sections that better fit with your company structure.
If you're not in edit mode already, click Edit at the top right of the page.
In this section, you're asked to select the member list and the section list from two drop-down menus which show all the lists of the current site. Select Leadership Team from the first drop-down menu and Leadership Team Sections from the second drop-down menu.
Customize header
The Leadership Team webpart allows you to put a personalized text for the title and the introduction to the webpart. This section is not mandatory: if you decide to leave it blank, this area of the webpart won't be shown in the layout.
Metadata settings
Please note: we recommend checking this aspect with your IT department colleagues.
If you want to learn more about creating metadata for your SharePoint sites, click here.
In this area, the web part requires information from your SharePoint Global Admin Center. It is essential to land on the Term Store Management, where all the metadata created for your SharePoint sites is stored. The metadata used for the Leadership Team includes two term sets, which usually identify the person's department and role or, alternatively, their location.
Taxonomy Group ID: copy-paste the unique ID of the term group used for the Leadership Team.
Termset ID for the first metadata: copy-paste the unique ID of the first term set. The corresponding information will be shown in the person's card, in the person's detail area and in the filter section as a filter.
Display name for the first metadata: enter the name of the first term set. The name will be shown in the filter section.
Termset ID for the second metadata: copy-paste the unique ID of the second term set. The corresponding information will be shown in the person's detail area and in the filter section as a filter.
Display name for the second metadata: enter the name of the second term set. The name will be shown in the filter section.
Detail icon for the second metadata: enter the name of the icon to be shown nearby the second metadata in the person's detail area.
You can select the icon you'd rather from this list. Alternatively, you can upload a personalized icon on your site assets and paste its link here.
Filter section
The Leadership Team webpart allows you to set an area with filters. This area is one of the already existing ones.
Enable filtered section: select Yes if you want this section to be visibile in the page. Select No if you don't want to.
Name of the filtered section: type the name of the section you'd like to be filtered. The name of the section has to correspond to the name typed in the Section column.
Display settings
These options allow you to decide how many cards will be shown on each line.
The first two fields refer to the sections without filters. In the first field, select Yes if you want to choose the number of cards to display on each line. In the second field, enter the number of items you want to see on each line.
The third and the fourth fields refer to the section with filters. If you want a specific number of users to be displayed on each line, repeat the steps described above.
Add users to the Leadership Team list
As seen before, the users to be put in the Leadership Team webpart are all gathered in the corresponding list. To add/remove/edit users, follow these steps.
Click on the Settings icon on the top right of the page, then click on Site contents.
Scroll down util you see the list named Leadership Team.
To add a new person, click on New. The following panel will appear. The fields marked with an asterisk are mandatory:
Title: Name and surname of the user. This will be visible in the preview card of the user and in the user details.
Team member: here type the name and select the corresponding user. This part is needed to retrieve the user's info that uploaded in your Azure AD.
Please note: in this phase please be sure that the fields in your Azure AD are properly filled in. If some information does not correspond and/or is incorrect, please talk to your IT in order to adjust it.
Member bio: a short description of the user. This area will be visible in the user details.
Member picture: here please attach the picture of the user. This picture will be visible both in the user's card and the user's details.
Order: the number that sorts the order of appearance of the users.
Section: here select between the existing sections. This selection will allow you to group users in the dedicated areas. This field is linked to the Leadership Team Sections list. See below to learn how to add/remove/edit sections.
Department: here select the corresponding department metadata to the user. This filter is linked to the Term Store Management in your SharePoint administration.
Location: here select the corresponding location metadata to the user. This filter is linked to the Term Store Management in your SharePoint administration.
Once you're done with these information, remember to click on Save.
If there are issues with picture display, go to the list settings and select Advanced settings. In the Attachments section, please disable attachments. Then, save.
Add sections to the Leadership Team
As seen before, the users' sections to be put in the Leadership Team webpart are all gathered in the corresponding list. To add/remove/edit sections, follow these steps.
Click on the Settings icon on the top right of the page, then click on Site contents.
Scroll down util you see the list named Leadership Team Sections.
To add a new section, click on New. The following panel will appear. The fields marked with an asterisk are mandatory:
Title: the name of the section to be shown as title of the area.
Description: a short description to be shown as subtitle of the area.
Order: the number that sorts the order of appearance of the sections.
Once you're done with this information, remember to click on Save.
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