Charter documentation

Getting started

• What Charter does — Define a change process once and apply it consistently across every project in a collection.
• Installing Charter — Install from the Marketplace, find the hub, and check you have the right permissions.
• Your first change — Apply one small change end to end, so the confirmation, snapshot and preview are familiar before you need them.

Configuration

• Configuring work item types — Fields, states, rules and form layout, applied across any number of inherited processes.
• Environment and service connection checks — Approvals, branch control, business hours, exclusive locks and the rest, applied across projects.
• Webhooks — Service hook subscriptions applied consistently across projects.

Operations

• Applying changes — The blast radius, the snapshot, the apply preview, and what happens when a write fails.
• Import and export — Move a configuration between collections, keep it in version control, or hand it to support.

Licensing

• The trial — Fourteen days, everything unlocked, starting when you first open the License tab.
• Online subscriptions — Subscribe, receive a key by email, and activate it against one organisation.
• Buying by invoice — For organisations that need a purchase order. Keys are issued against your organisation ID.
• Activation problems — What each refusal means and how to clear it.