ChartHop for Administrators
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User management
Inviting users
Automatic invitations
Roles: Owner
You can configure ChartHop to send invites to new employees automatically when you add them to ChartHop and remove them when they depart.
To configure Automatic invitations:
- From the left sidebar, select Access.
- From the sub-menu, select Settings.
- Scroll to the Automatically invite users section.
- From the general Automatic invitations page you can set:
- Whether to automatically invite new employees and revoke their access upon their departure or not.
- Default role assignments to new users invited to your organization.
- In the Advanced options you can set:
- When invitations will be sent a revoked:
- By default, they are sent and revoked daily or if an employee is terminated on the same day then their are revoked as soon as they are terminated.
- If you unckeck Send invitations and revoke access once daily (recommended) - Then you will need to send and remove access manually
- If you unckeck Revoke access when the employee departs - Then invitations will be automatic, but you will need to send and remove access manually
- If you unckeck Immediately revoke access when employee departs - Then if an employee is terminated on the same day then they will be removed the next day rather than immediately.
- Employee's access rights to be revoked automatically upon their departure from the organization.
- The list of specified users who will be notified when a user has been invited to, or has had their access revoked from, your organization.
- For example: Only send invitations to full time employees using: employment:full
- In the upper right of the page, select Save settings when you're done.
Updated 12 Sep 2024
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