---
title: Automatic invitations
slug: automatic-invitations
docTags: 
createdAt: 2022-03-27T16:34:19.000Z
---

:::hint{type="info"}
[Roles:](https://docs.charthop.com/user-roles-and-permissions)  Owner 
:::

You can configure ChartHop to send invites to new employees automatically when you add them to ChartHop and remove them when they depart. 

![Automatic invitations](https://api.archbee.com/api/optimize/CXAjUAezd9VEEVQBIYmdw/NuxdVziYQf1hZ3aUNw1np_access-settings-automatically-invite.png)

To configure Automatic invitations:

1. From the left sidebar, select **Access**.
2. From the sub-menu, select **Settings**.
3. Scroll to the **Automatically invite users** section.
4. 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.
5. 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.
     - A base or Carrot filter may be applied to limit the employee list. [Learn more](https://docs.charthop.com/filtering).
     - For example: Only send invitations to full time employees using: `employment:full` 
6. In the upper right of the page, select **Save settings** when you're done.