website logo
Navigate through spaces
ChartHop documentation
⌘K
ChartHop Help Center
Getting around in ChartHop
ChartHop Video Library
Navigating ChartHop
Home page
Org Chart
Map
Data Sheet
Employee Profiles
Implementing ChartHop
ChartHop implementation overview
Creating your ChartHop org
Configuring your Org settings
Inviting users and setting permissions
User access and sensitive data
Creating and managing groups
Integrations and bundles
ChartHop for Administrators
Planning
Managing employee data
Creating reports and analytics
Managing people and jobs
Performance reviews
Building custom forms, tabs, and documents
ChartHop for Developers
ChartHop connect
Developer basics
Events
Syncing data to/from ChartHop
Partners
Sequoia getting started
Resources
Available ChartHop packages
ChartHop Standard Terms and Conditions
ChartHop Basic Agreement
Data Processing Addendum
Privacy policy
Security statement
Subprocessors
FAQ
Docs powered by archbee 
website logo

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.

Edit person
Edit person


To edit your profile:

  1. From the left sidebar, select your profile icon.
  2. Select My profile.
  3. From the View on Org Chart ▼ dropdown menu, select Edit my info.
  4. 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.
  5. 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.

LinkedIn

The url to your LinkedIn page

Twitter

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.

Who can see this information? link
Who can see this information? link


To hide information on your employee profile:

  1. From the left sidebar, select your profile icon.
  2. Select My profile.
  3. In the About employee profile tab, select the Who can see this information? link. 
  4. 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.
  5. 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.

Who can see this information? dialog
Who can see this information? dialog


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:

  1. From the left sidebar, select your profile icon.
  2. Select My profile.
  3. In the employee profile page, from the menu in the top right corner, select Set work location.
  4. 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.
  5. 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.



Updated 14 Feb 2023
Did this page help you?
Yes
No
UP NEXT
Employee tasks
Docs powered by archbee