ChartHop for Administrators
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User management
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.

Send invitation


To send an invitation to a user:

  1. From the left sidebar, select Access.
  2. From the sub-menu, select Users if not already preselected
  3. From the Users list, select the checkbox for each user you wish to send an invite to.
    1. Tip: Filter to Status: Not Invited
  4. Select Send invitations from the options bar.
  5. In the Send invitations dialog, use the Role dropdown to select the role you'll assign to your users.
  6. Select Send to send your invitations.




Updated 10 Oct 2024
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