Roles and permissions

ChartMogul roles control what each team member can see and do in the product. There are six roles: Lite, Read-only, CRM-only, Staff, Admin, and Owner. Learn more about adding and managing team members.

Here's what each role can do. A role defines the set of actions a team member can take in ChartMogul — from viewing reports to managing billing. Roles are set per team member and can only be changed by an Admin or Owner.

• Lite team members can view all Subscription Analytics reports and report data (the metrics reports that track your recurring revenue and subscribers), and can create saved reports for personal use. They can't see any personally identifiable customer information or export any data.
• Read-only team members can customize their own account and view metrics and customer information, but they can't export data.
• CRM-only team members can manage sales activities using CRM workflows (the built-in pipeline and contact management tool), but they have no access to Subscription Analytics reports (the recurring revenue and subscriber metrics). They can customize their own account and make certain changes that affect other team members (such as adding, editing, and deleting customers, opportunities, and tasks), but they can't export data.
• Staff can make account changes that affect other team members — including creating saved reports for the entire team, creating read & write API keys, managing plans, and adding, editing, and deleting customers. They can also export data to CSV and manage sales activities related to CRM workflows.
• Admins can import data, make all account changes, and add or update other team members. This includes creating, editing, disabling, and deleting invoices in the Invoice Editor. Admins can't access account billing details or history.
• Owners are the only role with access to account billing details and history.

Here’s what we cover in this article:

• Account permissions
• Subscription analytics permissions
• CRM permissions

What each role can do: Account

What each role can do: Subscription Analytics

What each role can do: CRM