Owner

The Owner role is the broadest access role that can be granted. Those with the Owner role have no limitations to what they can do in ChartHop and has access to ALL sensitive data.
Those with the Owner role can edit all employee data in ChartHop and access ALL ChartHop administration pages, which allows them to configure integrations, create new fields and forms, and start Compensation or Performance reviews. 
Someone with this role can also configure integrations with ChartHop, such as a payroll app or Slack. Owners are also allowed to install ChartHop bundles which can contain forms, fields, and reports. Users with this role can grant others access to ChartHop.
All roles have standard access, which includes the following:
Access to all non-administrative functions of ChartHop, including scenarios and reports. 
Ability to view their own compensation data and the compensation data of those who report to them. 
Can edit or hide their own personal data.
Data sharing rules apply to all users regardless of role. Owners of artifacts like scenarios, reports, compensation reviews, and forms can restrict access to the respective artifact by person or filter.
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You can apply a filter to this role to have it apply to a subset of users; for example, all managers within a department or only HR leaders in a specific location.
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Typical ChartHop responsibilities for someone with this role:
Granting access roles to other employees.
Inviting employees to use ChartHop.
Managing headcount plans and jobs,  including merging scenarios into your primary org data.
Configuring ChartHop for your organization, including installing integrations.
Creating compensation and performance reviews.
Creating employee surveys (new fields and forms)
Employee data management,
Creating and sharing reports.
Common organization titles for users who need the Owner access role:
HR Business Partner
VP/Head or Director of People
People Operations
Head of M&A
VP/Head/Director of Talent
The tables below list how users with this role can use the respective pages. If a page is not listed, the role does not grant access to that page.
Sensitive data
Only users with sensitive data access can view future-dated org changes, such as unannounced promotions and so on.
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 ChartHop feature
Capabilities
Sensitive data access
Can view their own compensation data and personal data.
Can view all compensation data, personal information, and all other sensitive data.
View as
Can view ChartHop as another user to verify what they can view and access.
Employee pages
ChartHop page
Capabilities
Org Chart
Can add or delete data about jobs or people, including making job transfers, terminations, and new jobs. 
Data Sheet
Can create custom views of the Data Sheet.
Can share views.
Can add or delete data about jobs or people, including making job transfers, terminations, and new jobs. 
Can edit sensitive data including compensation.
Map
Can edit their own location.
Can edit the location data of others.
Home Page
Can view all public information. 
Can view and complete their own tasks.
Reports
Can create reports.
Can view reports that have been shared with them.
Scenarios
Can create scenarios.
Can view scenarios that have been shared with them.
Can merge a scenario to the primary org.
Employee profiles
View and others' public and private information, including compensation.
Set what information of theirs that others can see.
Can view all forms that are part of the profile such as 1:1 forms.
Compensation reviews
Can create compensation reviews.
Can be assigned to be an approver or reviewer of a compensation review.
Reviews
Can create, edit, and monitor reviews.
Administration pages
ChartHop page
Capabilities
Groups
Can create new groups, departments, and teams and place employees in those groups.
Users
Can manage user access for ChartHop, including inviting employees, assigning roles, and creating new users.
Import spreadsheet data
Can import employee data by using a spreadsheet. 

Spreadsheet imports can include adding new employees, changing information for existing employees, adding open jobs, organizational history info, and financial information such as equity and compensation changes.
Org settings
Can configure organization-wide settings such as currency, home page customizations, logo, and so on.
Fields
Can create new custom fields and edit custom fields.
Categories
Can create and edit field categories.
Forms
Can create, edit and configure settings for forms.
Tasks
Can delete and send reminders for tasks
Profile tabs
Can customize employee profile tabs.
Apps
Can install app integrations and pre-configured bundles of fields and forms.
Billing
Can manage payment for the ChartHop subscription.
Sync history
Can monitor the sync history page to view job data flow from ChartHop to an organization’s applicant tracking system (ATS).
Can manage app settings.
Actions
Can customize ChartHop actions that trigger events such as sending reminders.
﻿﻿Packages: Basic | Standard | Premium﻿
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Updated 28 Sep 2023

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TABLE OF CONTENTS

Sensitive data

Employee pages

Administration pages

ChartHop feature	Capabilities
Sensitive data access	Can view their own compensation data and personal data. Can view all compensation data, personal information, and all other sensitive data.
View as	Can view ChartHop as another user to verify what they can view and access.

ChartHop page	Capabilities
Org Chart	Can add or delete data about jobs or people, including making job transfers, terminations, and new jobs.
Data Sheet	Can create custom views of the Data Sheet. Can share views. Can add or delete data about jobs or people, including making job transfers, terminations, and new jobs. Can edit sensitive data including compensation.
Map	Can edit their own location. Can edit the location data of others.
Home Page	Can view all public information. Can view and complete their own tasks.
Reports	Can create reports. Can view reports that have been shared with them.
Scenarios	Can create scenarios. Can view scenarios that have been shared with them. Can merge a scenario to the primary org.
Employee profiles	View and others' public and private information, including compensation. Set what information of theirs that others can see. Can view all forms that are part of the profile such as 1:1 forms.
Compensation reviews	Can create compensation reviews. Can be assigned to be an approver or reviewer of a compensation review.
Reviews	Can create, edit, and monitor reviews.

ChartHop page	Capabilities
Groups	Can create new groups, departments, and teams and place employees in those groups.
Users	Can manage user access for ChartHop, including inviting employees, assigning roles, and creating new users.
Import spreadsheet data	Can import employee data by using a spreadsheet. Spreadsheet imports can include adding new employees, changing information for existing employees, adding open jobs, organizational history info, and financial information such as equity and compensation changes.
Org settings	Can configure organization-wide settings such as currency, home page customizations, logo, and so on.
Fields	Can create new custom fields and edit custom fields.
Categories	Can create and edit field categories.
Forms	Can create, edit and configure settings for forms.
Tasks	Can delete and send reminders for tasks
Profile tabs	Can customize employee profile tabs.
Apps	Can install app integrations and pre-configured bundles of fields and forms.
Billing	Can manage payment for the ChartHop subscription.
Sync history	Can monitor the sync history page to view job data flow from ChartHop to an organization’s applicant tracking system (ATS). Can manage app settings.
Actions	Can customize ChartHop actions that trigger events such as sending reminders.