Collaborating in a scenario
Packages: Basic | Standard | Premium
Roles: Recruiting editor | Owner | Technical owner
You can share your scenarios with your peers (for example, with your leadership team or with an HR business or finance partner) so that everyone can collaborate, make edits, and provide feedback. You can also share your scenario with some integrated ChartHop apps (for example, for financial planning and analysis purposes outside of ChartHop). Learn more.
In order to collaborate with someone in a scenario, they must be current users in ChartHop.
As a scenario owner, you can assign the following permissions to the people you’re collaborating with:
- Owner - Indicates this person has full access to the scenario; they can view, edit, and share everything in the scenario.
- Editor - Indicates this person can view and edit everything in the scenario.
- Viewer - Indicates this person can view everything in the scenario, including compensation and cost summaries, but cannot make edits.
- Limited Editor - Indicates this person can only view and edit the scenario based on their regular ChartHop access role and reporting position in the organization. Limited editors cannot view the total cost summary.
- Limited Viewer - Indicates this person can only view changes in the scenario based on their regular ChartHop access role and reporting position in the organization. Limited viewers cannot view the total cost summary.
When you assign the Owner, Editor, and Viewer roles to a collaborator, you give them full access to all the changes to data in the scenario, which could potentially include sensitive information (such as compensation). ChartHop recommends only assigning those roles to collaborators who regularly have access to highly sensitive information.
