Editing your profile
Packages: Basic | Standard | Premium
In your Employee profile, you can edit general information about yourself, including your name, home or work address, and contact information. You can also decide who can see specific information.
Edit your basic info
You can add basic information about yourself in your profile, including your home address, preferred name, and email address. When your organization has custom fields set up, you can use those fields to enter additional information about yourself requested by your organization.
To edit your profile:
- From the left sidebar, select your profile icon.
- Select My profile.
- From the View on Org Chart ▼ dropdown menu, select Edit my info.
- Edit your information in the Edit person dialog.
- Basic info - Includes general information such as your name, birthdate, emails, phone numbers, addresses, gender, ethnicity, and more. For descriptions of basic info fields, see the table below.
- Custom fields - Includes additional information collected by your organization. The fields on this tab can vary, depending on your organization.
- Select Save when you're finished.
Basic info fields
This table describes the Basic info fields on the Edit Person dialog:
Please note that some of these fields may be managed by your HR team and may not be edited. To prevent losing any of your information, please reach out to your HR team before making changes.
Field | Description |
First name | Your first name (Required) |
Preferred name | Your preferred first name. This overwrites your first name throughout ChartHop. |
Last name | Your last name (Required) |
Preferred last name | Your preferred last name. This overwrites your last name throughout ChartHop. |
Middle name | Your middle name |
Work email | Your work email |
Home email | Your personal email |
Mobile | Your mobile phone number. For international numbers, add the plus (+) symbol and the country code. |
Work phone | Your work phone number. For international numbers, add the plus (+) symbol and the country code. |
The url to your LinkedIn page | |
The url to your Twitter handle | |
Github | The url to your Github profile |
Home Address | Your personal home address |
Image | The image that is used as your org profile picture |
Birth date | Your date of birth |
Pronouns | Your pronouns. These display to the rest of your organization on your profile next to your name. |
Gender | Your gender |
Ethnicity | Your ethnicity |
Hide information on my profile
You get to decide who in your organization can see specific personal information. For example, you can configure your settings so that only you can see your birthday.
To hide information on your employee profile:
- From the left sidebar, select your profile icon.
- Select My profile.
- In the About employee profile tab, select the Who can see this information? link.
- In the Who can see this information? dialog, edit the visibility settings of the information you want to hide.
- You can choose from the following options:
- Personal
- Manager-shared
- Org public
- See the Visibility settings topic below for more information.
- Once you’re done editing, select Save settings.
Visibility settings for your profile
Visibility settings control who can see the information on your profile. For example, if you want to hide your birthday so that nobody can see it, you can change the Visibility dropdown in the Birthday row to Personal. This indicates that only you will be able to see your birthday on your profile.
Depending on your organization's settings, you might not be able to control the visibility settings for all fields.
The following visibility settings are available:
Visibility | Description |
Personal | Only you can see this information. |
Manager-shared | Only you and your manager (and managers above you through your reporting line) can see this information. |
Org shared | Everyone in your organization can see this information. |
Administrators at your organization with the following access roles can still view this information, even when you change the visibility settings:
- Sensitive data viewer
- Owner
- Org editor
Birthdays continue to display in the Calendar on the Home page for those who have continue to have access to them. To hide them from the Calendar, users must toggle to hide sensitive data. Learn more.
Set a work location
You can set your personal work location using the Set work location option available in the profile page drop down menu.
To set your work location:
- From the left sidebar, select your profile icon.
- Select My profile.
- In the employee profile page, from the menu in the top right corner, select Set work location.
- Select from one of the three options:
- Office - Your default office location.
- Home - Your default home location, which can be configured in your Basic info settings.
- Other Location - A temporary remote work location where you may fill in the address details, manually.
- Select Save location when you're done.
Note that when using an Other Location as your work location, other members will not be able to see the exact street address. Instead, they will only see your city, state, and postal code on the map.
