Custom Groups

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 custom groups is a feature which allows you to create different group types and groups within them, including setting up a hierarchy to display on the group org chart custom groups can also be referred to as matrix teams in charthop marketing and promotion materials matrix teams capabilities in charthop are full of features to help you manage, understand, and plan your teams over time giving you and everyone in your org easy to understand views of how you work these features include define as many groups as needed no one size fits all create whatever teams, squads, pods, or groups make sense for your org create different structures for different needs some groups are flat (like ergs), others are structured (like a product line with nested pods) visualize like an org chart — but different instead of reporting lines, see who’s a part of each group, how those groups connect and roll up in your org, and if groups are lacking critical membership or positions create custom positions/roles within each group for example, ergs might need to have lead, co lead, and executive sponsor positions, while product pods might need to have lead pm, lead designer, lead developer, lead support, and lead marketer leverage granular access controls set who can see and who can modify each group share with teams you can now share resources , dashboards , data sheets , and more by choosing the team itself — not just individuals track membership history over time charthop tracks when someone joined or left a group, or when groups started or came to a close — critical for context and institutional memory full analytics support use matrix teams in dashboards — whether as dimensions (“headcount by product pod”) or filters (“sales by regional team”) charthop ai understands your teams immediately as soon as a team is created, ai can incorporate it into insights, org analysis, and more the following pages will walk you through setting up new group types, the groups within them, and controlling visibility of each group type creating group types how to create a new group type and its associated positions creating groups how to create groups within a group type visibility of groups how sharing and visibility works for groups