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

Inviting users and setting permissions

Packages: Basic | Standard | Premium



Roles: Owner | Technical owner 

You can manage how your organization's users access ChartHop as well as control how and when employees are invited to ChartHop.

How you can invite users and what data access roles you can use depends on the ChartHop package you are using.

ChartHop Premium customers can create rules and filters on which to automatically send user invitations, such as deciding not to invite contractors to use ChartHop. Premium customers also have more refined user access roles.

ChartHop Basic customers can configure automatic invitations to users, but cannot apply filters or rules. ChartHop Basic users also have less granular access rules.

The User Management page is available to all packages and helps you view and manage your ChartHop users.

  • Inviting users to the organization
  • Adding users
  • Assigning roles
  • Removing users
  • Revoking user sessions
  • Managing user access privileges
  • Editing user information
  • User management settings



Updated 22 Feb 2023
Did this page help you?
Yes
No
UP NEXT
Inviting users
Docs powered by archbee