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:
- 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.
- 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 08 Apr 2024
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