ChartHop for Administrators
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 left sidebar, select Data Model.
- From the sub-menu, select Departments, Teams, or Locations.
- 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 edit a Group:
- From the Group details page, select the Edit details button in the upper right.
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.
Applying an image to your group overrides its color assignment.
Updated 21 Jan 2024
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