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Implementing ChartHop
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Inviting users and setting per...
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 and access ChartHop.

To send an invitation to a user:

  1. From the Users list, select the checkbox for each user you wish to send an invite to.
  2. Select Send invitations from the options bar.
  3. In the Send invitations dialog, use the Role dropdown to select the role you'll assign to your users.
  4. Select Send to send your invitations.

Packages: Basic | Standard | Premium





Updated 16 May 2023
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