ChartHop for Administrators
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Managing groups
Departments
Editing departments
As a user, you may want to rename a department or change its location in the org.
- From the left sidebar, select Data Model.
- From the sub-menu, select Departments.
- Choose the Department you want to edit by selecting its name under the Name column in the groups list.
- In the upper right of the Department details view, select the Edit details button.
To add or edit a description:
- In the right side panel, scroll down to the Description section.
- Add or edit your description in the Description dialog box.
- Select Save when you're done.
To assign a color:
- In the right side panel, scroll down to the Color section.
- Under Color, use the palette tool to select a color to be assigned to your group.
- Select Save when you're done.
To assign an Image:
- In the right side panel, scroll down to the Image section.
- Select browse and assign an image from your computer.
- Select Save when you're done.
You can manage the members in your groups by using the add/remove member feature.
To select a lead for a Group:
- From the Group details page, select the Edit lead button located to the upper right of the Group lead section.
- Select the desired lead from the dropdown.
- Select Save changes when you're done.
You can manage the members in your groups by using the add/remove member feature.
To add members to your group:
- From the Group details page, select the Edit members button located to the upper right of the member cards.
- Select the Add member dropdown and select the employee you want to add from the list.
- Select Save changes when you're done.
To remove members from your group:
- From the Group details page, select the Edit members button located to the upper right of the member cards.
- Scroll down to the member(s) you wish to remove and select the X button adjacent to their profile bubble.
- Select Save changes when you're done.
Roles: Technical owner | Org editor
Updated 21 Jan 2024
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