Automatic invitations

You can automatically send invites to new employees when they are added to ChartHop.

To configure Automatic invitations:

1. From Settings in left side bar, select Users.
2. Select Automatic invitations from the Users page.
3. 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.
4. In the Advanced options you can set:
   • Invitations and access revocations to be sent on a daily basis.
   • 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.
     • A base or Carrot filter may be applied to limit the employee list. Learn more.
5. Select Save settings when you're done.