User roles and permissions

ChartMogul offers five user roles: Lite, Read-only, Staff, Admin and Owner. Learn more about adding and managing users.

Here’s an overview of each role:

  • Lite users have access to view all Subscription Analytics charts and chart data and can create saved charts for personal use. They cannot see any personally identifiable customer information or export any data.
  • Read-only users can customize their own account, but they can’t export data. This role is for anyone at your organization who you want to be able to view metrics and customer information.
  • Staff can make account changes that impact other users, including creating saved charts for the entire team, creating read & write API keys, viewing and managing plans as well as adding, editing and deleting customers. They can also export data to CSV. This role is for anyone who needs to customize ChartMogul for your entire organization or manage sales activities using ChartMogul CRM.
  • Admins can import data, make all account changes as well as add or update other users. This role is for anyone at your organization who you want to be able to make all account changes and updates (except for account billing details and history) or manage sales activities using ChartMogul CRM.
  • Owners are the only users who can access account billing details and history.

Here’s what we cover in this article:

Account permission

Dashboards and Filters Lite Read-only Staff Admin Owner
Customize shared dashboards    

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Customize private dashboards  

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Create, edit and delete shared dashboards    

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Create, edit and delete private dashboards  

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Filter using standard attributes

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Filter using custom attributes Only by using the exact attribute value

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Customers and Saved Lists Lite Read-only Staff Admin Owner
View personally identifiable customer information  

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Add, edit and delete customers    

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Bulk edit customers    

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Configure enrichment      

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Perform live and one-off batch enrichment      

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Perform one-off customer record enrichment    

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View opportunities  

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View contacts  

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Add, edit and delete contacts    

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View custom attributestags and notes  

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Create and update custom attributestags and notes    

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Create and manage tasks

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Configure and receive task notifications

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View emails and drafts  

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Delete email drafts      

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Re-sync customers    

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Merge and unmerge customers    

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View customer lists  

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Create and delete saved lists for personal use  

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Create and delete saved lists for the entire team    

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Create, edit, delete and move folders of saved lists    

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Move private and shared saved lists within and between folders    

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Export customers    

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Settings & Data Lite Read-only Staff Admin Owner
Access Settings & Data    

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View sources  

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Add and manage sources      

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Edit source settings and re-sync data    

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View, import and edit data using data tables    

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View destinations  

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Add and manage destinations    

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View, add and manage plans and plan groups    

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Manage custom attributes for customers and contacts    

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Manage tags    

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Create and manage automations      

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Create and manage text blocks      

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View data settings  

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Update data settings      

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Account Lite Read-only Staff Admin Owner
View in-app notifications  

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Add and manage users      

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Set up two-factor authentication (2FA)      

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Access account billing        

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Create read-only API keys  

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Create read & write API keys    

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Access API Access Manager      

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Subscription Analytics permissions

Reports Lite Read-only Staff Admin Owner
View charts and chart data (except CRM reports)

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View benchmarks

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Export chart data and activities to CSV  

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View segmentscustom regions, and plan groups

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Create, edit and delete segmentscustom regions, and plan groups    

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View saved charts

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Create saved charts for personal use

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Create saved charts for the entire team    

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Delete saved charts    

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Create, edit, delete, and move folders of saved charts    

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Move private and shared charts within and between folders    

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View targets

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Create and delete targets      

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View maps

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View cohorts

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Subscriptions and Revenue Lite Read-only Staff Admin Owner
Add manual subscriptions    

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Manually adjust MRR    

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Connect subscriptions    

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Export subscriptions  

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Update data imported from a billing system

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Configure and receive email notifications (real-time MRR movements and recaps)  

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View Subscription Analytics settings

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Update Subscription Analytics settings

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CRM permissions

You’ll need to have a seat to access ChartMogul CRM. ChartMogul allows CRM seats to be assigned to Owner, Admin or Staff users.

ChartMogul CRM Staff Admin Owner
Purchase CRM seats    

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Manage CRM seats  

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Connect an email account

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Create an email signature

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Send emails

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Create and edit email templates

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Delete emails  

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Add and remove blocklist items  

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Add, edit and delete sales pipelines  

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Create, edit and delete opportunities

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View, create, save and edit opportunity lists

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Create, edit, delete and move folders of opportunity lists

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Move private and shared opportunity lists within and between folders

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Manage custom attributes for opportunities  

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Create, manage and start sequences

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Be assigned as a customer owner

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Be assigned as an opportunity owner

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Log calls in customer records

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View CRM reports

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