Creating a new Group Type

this feature is currently in alpha be one of the first customers to try it! please share any feedback with the charthop team how to setup a alpha feature contact charthop support or your csm if you have one they can activate the feature for you read below for setup instructions and context on how the feature will work overview your organization is organized by more than just departments and location, and you can now reflect that in charthop! once "custom group types" are enabled in labs, you will be able to create custom groups under data model > groups > group types group types can have "groups" within them with a hierarchy this page will walk you through creating group types group types within charthop allow you to fully customize many different ways of seeing your organization each group type you enable can have its own org chart view and every org is different, so how you set up your org to reflect how you really operate is up to you here are some examples a software company may have a few different group types reflecting how their research & development teams are organized around different product scopes continuously updating project groups their r\&d teams are working on showing all of their employee resource groups and who is a member of each of them a national brick & mortar chain may want all of their store locations in a regional hierarchy those stores rolling up to different corporate regional offices on the org chart a fast growing finance company may have acquired a number of companies in their growth group types can easily organize those companies without disrupting current organizational hierarchies hr admin can leverage group types to easily assign calendars and permissions creating a group type clicking "create group type" opens a sidebar where you can customize your group description this is visible just in the sidebar and the list table parent types allowed a group type can have a hierarchy within it, or not, which reflects how the groups are seen on the groups org chart this setting allows you to set which other group types can be a part of that hierarchy same groups of this group type can only have a parent group of the same type ex research & development groups get broader in scope as you move up the hierarchy, so these groups are parents of other r\&d groups both groups of this group type can have a parent group of the same type or one other (must specify which) ex setting up teams in your org with department as an option as well so that teams can roll up to each other and ultimately to a department other groups of this group type can only have a parent group that is not the same type (must specify which) ex regional stores must roll up to corporate regional offices, which are two different group types you've set up none cannot have a hierarchy or any parent groups ex employee resource groups at your organization are independent with no traditional org chart hierarchy positions you can create positions within your group types and your groups for example, a "product" group type can have the positions of "senior product manager", "product manager" and "junior product manager" these will be the positions that are available in any and all groups of that type these are fully customizable for your needs code you are able to customize a code to reference this group in other systems if needed