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.
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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.
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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.

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.

Updated 19 Dec 2023

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Sensitive data (limited comp)

Controlling sensitive data