Assigning roles
You can manage and assign roles to the users in your ChartHop organization.
For roles with access to sensitive data, you can further customize the role by adding a filter that allows that person to see sensitive data for particular departments or by a custom filter that you can define.
Assign a user to a role
To assign roles to users:
- Select Users from the Settings (gear icon) menu on the left sidebar.
- From the Users list, select the checkbox for the user you wish to assign a role.
- Select Assign role from the options bar.
- In the Assign role dialog, use the Role dropdown to select the role you wish to assign to your user.
- Select Assign role.
Add a filter for a user's assigned role
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For roles with access to sensitive data, you can further customize the role by adding a filter that allows that person to see sensitive data for particular departments or by a custom filter that you can define.
For example, a recruiter who focuses on sales roles may not need to access compensation for all open roles; they might only need access to the Sales department.
You can create filters for to associate more custom access rules to a person's role. For example, if you want a People Partner to have sensitive access to everyone in the New York office, but exclude executives and members of the Human Resources department, you could use the filter:
location:"new york" !team:executives !department:"human resources"
You can add filters to all roles except the Employee, guest, and Recruiting editor roles.
To add a filter for a user's role:
- Select Users from the Settings (gear icon) menu on the left sidebar.
- From the Users list, select the name of the user you want to edit.
- In the Edit user, use the Role dropdown to select the role you wish to assign to your user.
- Scroll down within the dialog to view the filter checkboxes.
- Choose one of the filters or use both to refine the user's role further.
- Department limited -- Select this checkbox and type the names of a department or departments to which you want to limit this user's role.
- Custom-filter limited --Select this checkbox and create a custom filter that defines the rules for this user's role.
- Select Save.