15min

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.

Accessing the Group details page

Each group category has its own Group details page. To access the Group details page for a specific group:

  1. From the Settings option in the left navigation bar, select Groups.
  2. From the Groups page, select the tab containing the list of groups you plan to edit.
  3. Choose the group you want to edit by selecting its name under the Name column in the groups list.

Customizing groups

To customize your groups, you can assign them a specific color or image along with a description.

To assign an image:

  1. From the Group details page, select the image/color icon.
  2. Under Image, select browse and assign an image from your computer.
  3. Select Save when you're done.

Applying an image to your group will override its color assignment.

To assign a color:

  1. From the Group details page, select the image/color icon.
  2. Under Color, use the palette tool to select a color to be assigned to your group.
  3. Select Save when you're done.

To add or edit a description:

  1. From the Group details page, select the pencil icon in the description box.
  2. Add or edit your description in the Edit dialog box.
  3. Select Save when you're done.

Adding and Removing members

You can manage the members in your groups by using the add/remove member feature.

To add members to your group:

  1. From the Group details page, select the pencil icon located adjacent to the total member count.
  2. Select the Add member dropdown and select the employee you want to add from the list.
  3. Select Save changes when you're done.

To remove members from your group:

  1. From the Group details page, select the pencil icon located adjacent to the total member count.
  2. Scroll down to the member(s) you wish to remove and select the X button adjacent to their profile bubble.
  3. Select Save Changes when you're done.





Updated 04 May 2022
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