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.
To download and install the ChartHop Director mobile app:
- iPhone/iOS - Search for "ChartHop" in the Apple App Store or go directly to this link: https://apps.apple.com/us/app/charthop-directory/id6717590153
- Android - Search for "ChartHop" in the Google Play Store or go directly to this link: https://play.google.com/store/apps/details?id=com.charthop.mobile
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
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
Updated 02 Nov 2024
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