Inviting users and setting permissions
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
