Adding and managing team members

ChartMogul offers six team member roles: Lite, Read-only, CRM-only, Staff, Admin and Owner. Learn more about the permissions granted to each role.

Here's what we cover in this article:

• Managing team members
  • Adding team members
  • Updating team members
  • Deactivating team members
  • Reactivating team members
• Changing the ownership of your ChartMogul account

Managing team members

View and manage team members by navigating to Settings & Data > Admin > Team Members.

There, you’ll find the Team Members table with the following details:

• Name — The team member’s name.
• Email — The team member’s account email address.
• Role — The team member’s role.
• 2FA — The team member’s two-factor authentication status, either On or Off. Learn more about two-factor authentication.
• CRM Seats — The team member’s CRM access status, either On or Off. A CRM-only team member always needs to have CRM access granted. Learn more about managing CRM seats.

Adding

To add team members, select INVITE TEAM MEMBERS. For each team member, enter their email address and select a role. Switch the CRM Pro toggle to to grant CRM access. Finally, click SEND INVITES.

Updating

To update a team member's role or notification settings, select the team member you would like to update and select their new role. Lastly, click UPDATE.

Deactivating

To deactivate a team member, click the deactivation icon. Click OK to confirm the deactivation.

ChartMogul adds the team member to the Deactivated tab and logs them out immediately.

ChartMogul retains the following data:

• The team member’s name when filtering by Owner
• Shared saved charts, customer lists and opportunity lists
• Opportunities and customers assigned to the team member as owner
• Notes, call logs and tasks created by the team member
• The team member’s emails

ChartMogul makes the following changes when a team member is deactivated:

• Deletes their personal saved charts, customer lists and opportunity lists
• Disconnects their email account
• Removes their API keys
• Stops sending the team member in-app notifications, email notifications or emails configured as part of a destination
• Prevents the team member from being assigned as a customer owner

To anonymize deactivated team members in your ChartMogul account, locate the team member in the Deactivated table. Select the team member to edit their details. Update the team member’s name and email and click Update.

Reactivating

To reactivate a team member, navigate to the Deactivated tab and click Reactivate. Click OK to confirm the reactivation.

ChartMogul will send an email inviting the team member to join your company’s account.

Changing the ownership of your ChartMogul account

Owners can transfer ownership of the account to any other Admin by navigating to Team Members and clicking Make Owner in the Team Members table.

Next Step

Add an extra layer of account security by requiring team members to set up two-factor authentication (2FA).