Technical owner

the technical owner role is the second most broad access role that can be granted those with the technical owner role can access organization wide administration pages to create new fields and forms, create groups and configure organization wide settings someone with this role can configure integrations with charthop, such as a payroll app or slack technical owners are also allowed to install charthop bundles which can contain forms, fields, and dashboards users with this role can grant others access to charthop those with the technical owner role have no access to sensitive data except their own and of those who report to them all roles have standard access, which includes the following access to all non administrative functions of charthop, including scenarios and dashboards 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, dashboards, compensation reviews, and forms can restrict access to the respective artifact by person or filter 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 typical charthop responsibilities for someone with this role installing and managing data integrations creating forms and fields, including determining data types to use for fields and where and when forms are displayed in charthop configuring charthop for use within your organization, including org wide settings like configuring sso, org currencies, and so on inviting employees to use charthop and granting access roles creating and sharing dashboards common organization titles for users who need the technical owner access role pmo it/devops sensitive data can view their own compensation data and personal data can view compensation data for those in their reporting line employee pages 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 charthop page capabilities org chart can view and filter data sheet can create custom views of the data sheet can share views can export can add or delete data about jobs or people map can edit their own location home page can view all public information can view and complete their own tasks dashboards can create dashboards can view dashboards that have been shared with them scenarios can create scenarios can view scenarios that have been shared with them employee profiles view others' public information can edit and delete the personal history of all profiles edit their own personal information set what information of theirs that others can see can view compensation data for those in their reporting line can view manager shared forms that are part of the profile, such as 1 1 forms history can view, filter and export historical data can edit and delete historical changes compensation reviews can view and approve a comp review that they have been assigned 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 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 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 basic | | headcount planning headcount planning | compensation reviews compensation reviews | performance performance | engagement engagement