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.
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.
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 to associate 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.
If a user’s role is limited by a filter, the information they see for terminated employees will be limited.
For example, if an HRBP has the role of an org editor with a custom filter for particular departments or locations, that person would not be able to see sensitive information for a terminated employee regardless of department or location.
This is because terminated employees no longer belong to any groups. Role filters are seen as providing visibility to only certain groups or parameters. If someone with a role that uses a custom filter needs access to sensitive data for terminated employees, the workaround is to temporarily remove the filter.
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.
