Sequoia getting started



Welcome to ChartHop's partner documentation for Sequoia HRBPs and CXMs. In order to facilitate the smoothest rollout and ongoing use of ChartHop, we've prepared a collection of helpful links and information that should prove useful for dealing with customer questions that may arise.

Support

As part of the Sequoia partnership, HRBPs are able to reach out to ChartHop support for help with matters that are not serviceable easily. If a customer wants individual customized support, please refer them to sign up for a full ChartHop account.

ChartHop for Sequoia customers

  1. Accessing ChartHop as a Sequoia customer
  2. ChartHop first run guide for Sequoia customers
  3. ChartHop features available to Sequoia customers

Sequoia sync help

  1. Sequoia One (PRISM integration details)
  2. Troubleshooting common sync errors

Helpful ChartHop docs

  1. Navigating the application
  2. Basic concepts
  3. Dashboard
  4. Org chart
  5. Data sheet
  6. Map
  7. Reports
  8. Scenarios
  9. History
  10. Reviews
  11. Slack app (coming soon)
  12. Carta app (coming soon)
  13. Backfills
  14. Markdown formatting
  15. Default fields
  16. Import CSV data
  17. Access Levels