Only Admins and Owners can add, update, and deactivate users. It’s best practice to grant Admin privileges to more than one ChartMogul user.
ChartMogul offers five user roles: Lite, Read-only, Staff, Admin, and Owner. Learn more about the permissions granted to each role.
Watch a video about adding users in ChartMogul. User settings have been moved to Settings & Data > Admin > Users.
Here's what we cover in this article:
Managing users
View and manage users by navigating to Settings & Data > Admin > Users.
There, you’ll find the Users table with the following details:
- Name — The user’s name.
- Email — The user’s account email address.
- User Role — The user’s role.
- 2FA — The user’s two-factor authentication status, either On or Off. Learn more about two-factor authentication.
- CRM Seats — The user’s seat status, either On or Off. Learn more about managing CRM seats.
Adding
To add a user, select Invite Users. Next, enter the user's name and email address, select a role, and click SEND INVITES.
Updating
To update a user's role or notification settings, select the user you would like to update, and select the user's new role. Lastly, click UPDATE.
Deactivating
To deactivate a user, click the Deactivate User icon. Click OK to confirm the deactivation.
ChartMogul adds the user to the Deactivated tab and logs them out immediately.
ChartMogul retains the following data:
- The user’s name when filtering by Owner
- Shared saved charts, customer lists, and opportunity lists
- Opportunities and customers assigned to the user as owner
- Notes, call logs, and tasks created by the user
- The user’s emails
ChartMogul makes the following changes when a user is deactivated:
- Deletes their personal saved charts, customer lists, and opportunity lists
- Disconnects their email account
- Removes their API keys
- Stops sending the user in-app notifications, email notifications, or emails configured as part of a destination
- Prevents the user from being assigned as a customer owner
To anonymize deactivated users in your ChartMogul account, locate the user in the Deactivated table. Select the user to edit their details. Update the user’s name and email, and click Update.
Reactivating
When a user is reactivated, ChartMogul does not restore their API keys, notification settings, personal saved charts, customer lists, or opportunity lists. Learn more.
To reactivate a user, navigate to the Deactivated tab and click Reactivate. Click OK to confirm the reactivation.
ChartMogul will send an email inviting the user 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 Users and clicking Make Owner in the Users table.
Next Step
Add an extra layer of account security by requiring users to set up two-factor authentication (2FA).