Getting around in ChartHop

ChartHop Directory Mobile App

The ChartHop Directory native app for iPhone and Android is a convenient way to have a company directory available to you on-the-go.

Downloading and Installing the app

To download and install the ChartHop Director mobile app:

Sign In to the app

Once the app is downloaded, open it and proceed to sign in with your user credentials:

  • Email - Start by entering in the email your account is associated with for your organization and tap Continue
  • Authenticate - The app will redirect to authentication options associated with your email and organization. Choose the option that is the primary way you authenticate your account on the web.
  • Directory - The app will then redirect on successful authentication back into the app with the alphabetized directory of your organization's people as the primary view. Note: if you have more than one account associated with your email, you will be dropped into the primary account associated with your email



Features of the Mobile Directory

Within the app, you can:

  • Scroll throught the list of People in your Organization - People in your organization or sorted alphabetically. You may scroll through them by:
    • Tap and dragging on the list of people
    • Tap and dragging on the letters on the right of the list
    • Tap and press on a letter on the right of the list
  • Search and Filter - To find a specific person in the list, you can:
    • Search for them by name in the search field
    • Tap on a Department, Location, or Team tag that the individual is a part of
      • Within each grouping of Department, Location, or Team, the tags work as OR filters, meaning the employee could be part of one or more of the tags you select
      • Across multiple groupings, the results work as AND filters, meaning the employee meets at least one of every set of selected tags in each section
    • To clear out the filters
      • You can either tap on all selected tags and/or clear out the search name
      • Top the reset icon in the upper right of the filters
  • View Profiles and contact colleagues - Once you tap on a person in the list, you will view that person's profile. The profile contains:
    • Name
    • Title
    • Contact options with links to each available format
      • Mobile Phone - will provide options to text or call
      • Work Phone - will provide options to text or call
      • Email - will open your default mail application with an email initiated directed to this person
      • Slack - will open the DM channel in Slack to this person
    • Tenure, or how long they have been at the organization
    • Birthday
    • Tags for Department, Location, and Teams the person is on
    • Who the person reports to
    • Who reports to this person
    • Job Description for their role
  • View Another Profile - from the profile, you may view a different profile by:
    • Tapping directly on a person listed as their manager or one of the people that reports to them
    • Or you may view a list of profiles by:
      • Tapping one of the tags of Department, Location, and Team
      • Tapping the back arrow on the top left
      • Swiping left to right on the profile view
    • Once you have viewed a profile, it will be featured in the Recent section at the top of the Directory list
  • Change Organizations - If you have access to more than one organization, you can switch organizations by clicking on the logo of the current organization and then selecting a different one from the list
  • Logging Out - You may log out of the ChartHop Mobile Directory app by tapping the logout button located in the upper right fo the directory list