ChartHop for Administrators
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Inviting users
Manual invitations
you can manually send invitations to users to make them members of your org when you invite a user to charthop, they receive an email that allows them to set their password (if applicaple) and access charthop to send an invitation to a user f rom the left sidebar, select access from the sub menu, select users if not already preselected from the users page, select the primary button in the top right corner " invite org members " to launch the invitre or members flow select people to invite is the first step and will show all current employees in your org who have not yet been invited to charthop use a filter or individually select the people who you would like to inite to charthop terminated and preboarding employees will not be shown here preboarding docid\ o84ltfv6kh2imp46wnwzp employees can be invited from the onboarding page review roles will show you all of the roles that will be assigned to each user and their email address it allows you to make edits to the assigned roles emails are required for every user customize invitation allows you to make a one off modification to the invitation template set in customizing invitations docid\ shqc9zyk5asqvhcqokot7 toggle send notification using "do not send a message" if you don't want to send an email out to everyone at the time of invitation review and send gives you a preview of what you are about to send click send invitations to invite the users packages basic basic | | headcount planning headcount planning | compensation reviews compensation reviews | performance performance | engagement engagement | hris