Implementing ChartHop
Creating and managing groups
Group details
You can use the Group details page to add and remove members, view subgroups, and make other general high-level changes to your groups in your ChartHop organization.
Each group category has its own Group details page. To access the Group details page for a specific group:
- From the Settings option in the left navigation bar, select Groups.
- From the Groups page, select the tab containing the list of groups you plan to edit.
- Choose the group you want to edit by selecting its name under the Name column in the groups list.
To customize your groups, you can assign them a specific color or image along with a description.
To assign an image:
- From the Group details page, select the image/color icon.
- Under Image, select browse and assign an image from your computer.
- Select Save when you're done.
Applying an image to your group overrides its color assignment.
To assign a color:
- From the Group details page, select the image/color icon.
- Under Color, use the palette tool to select a color to be assigned to your group.
- Select Save when you're done.
To add or edit a description:
- From the Group details page, select the pencil icon in the description box.
- Add or edit your description in the Edit dialog box.
- Select Save 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 pencil icon located adjacent to the total member count.
- 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 pencil icon located adjacent to the total member count.
- 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.
Packages: Basic | Standard | Premium

Updated 16 May 2023
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