The person comes first
An employee record exists with or without a login, and access is a separate, emailed invite.
Team and permissions
Your people, your org chart, your rules.
Every person is an employee record first, and a login only if you want them to have one. Positions on the org chart carry the permissions, so what someone can see follows where they sit.
Team and permissions at a glance
Permissions follow position
Drag a position on the org chart and the access that comes with it moves too.
Sensitive stays sensitive
Pay, birth date and SSN sit behind their own permissions, apart from the rest of the record.
01Employee records
A record for everyone, a login only for some.
Add a laborer who never opens the app and an estimator who lives in it, in the same list. A login is optional, and comes by an emailed invite when you want one.
- Personal, employment, skills, projects, documents
- Supervisor, classification and position on each record
- Terminate removes access and cancels open invites
02Import and invite
Import your list, then invite who you choose.
Upload a CSV or Excel file and see every row first, with possible duplicates marked. Nothing goes in until you confirm, and then it all goes in together.
- Row-by-row preview, with duplicate detection
- All-or-nothing confirm, so no half-imports
- Invite by email, one by one or in bulk
03Certifications
Know whose ticket runs out before it does.
Record each person's skills and certifications with their expiry dates. A daily check sends a reminder ahead of the date, so nobody finds out on the day.
- Skills and certifications live on the employee record
- Reminders arrive as in-app notifications
- Education and documents sit on the same record
04Sensitive fields
Pay, birth date and SSN: only people you name.
SSN, birth date and pay each have their own permission, so a crew list never has to show anyone's pay. The screen hides what a person may not see, and the server refuses it.
- Separate permissions to read and to write
- People update their own HR details in My profile
- An audit log records who did what
05Org chart
Drag a position. The permissions go with it.
Your structure and your access rules are one thing. Drag a position to reorder it or move it under another, and its permissions move with it.
- Every position carries its own permissions
- Templates, including Office Manager and Apprentice
- A setup wizard for a new company's first chart
06Roles and workspaces
Six roles to start, roughly 110 permissions.
Owner, Admin, Estimator, PM, Field Manager and Worker come built in. Add the positions your company really has, each with its own list.
- About 110 permissions across 27 areas
- Approve and export are their own permissions
- A switcher for people in more than one company
In the box
What the people side covers.
Employee records
Personal, employment, skills, education, projects, documents and an activity timeline.
CSV and Excel import
A preview of every row, duplicate detection and an all-or-nothing confirm.
Invite to the app
One person or many, with single-use links that expire after 7 days.
Certification reminders
A daily check warns before a ticket expires.
Direct reports
Supervisors see who reports to them.
My profile
People fill in their own HR details themselves.
Terminate and rehire
Ending employment removes access and cancels open invites.
Sensitive field permissions
SSN, date of birth and compensation are gated one by one.
Permissions per position
Make the roles your company really has.
Several workspaces
Each company is isolated, with a switcher for people in more than one.
Audit log
A record of who did what in the workspace.
Org chart setup wizard
A guided first chart for a new company.
Connected
Works with the rest of Chantro.
- TimesheetsEach person's hours, forms and pay rules hang off their employee record.
- Projects and tasksPeople see projects and tasks according to their place in the org chart.
- AI estimatingBid leads are suggested from your team, by role and open bids.
- AI assistantThe assistant has team tools and answers only within what the person may see.
Questions about people and permissions.
Want to see how a chart would look for your company? Book a demo.
Does Chantro run payroll?
No. Chantro keeps employee records and, with Timesheets, exports approved hours as a CSV for your payroll. It does not process pay, benefits or taxes.
Does it handle onboarding paperwork?
Not today. There is no onboarding paperwork or e-signature in Chantro. Documents can be kept on an employee's record.
How many roles are there?
Six come built in: Owner, Admin, Estimator, PM, Field Manager and Worker, plus presets such as Office Manager and Apprentice. Permissions are set per position in the org chart, so you can create your own roles.
Does every employee need a login?
No. An employee record stands alone. You invite someone to the app by email when they need access, one at a time or in bulk.
Can I belong to more than one company?
Yes. You can create or join several workspaces. Each is fully separate, and you switch between them from the workspace switcher. Every request checks membership, and the database enforces the separation again.
Can I choose what the employee list shows?
Yes. Each person picks the columns they want in the list, and your company sets the default. Direct reports are shown under each supervisor, and each person can fill in their own HR details from My profile.
What are labor classifications for?
They keep pay categories consistent across employee records. Pay itself stays behind its own permission.
Can the AI build my org chart for me?
Not yet. There is a setup wizard and position templates, and you arrange the chart yourself by dragging.
Set up your company the way it really runs.
Bring your crew list and your org chart sketch to the demo and we will show you how it maps.
A record for everyone, a login only for some, and permissions that come with each position.