ChartMogul offers three user roles: Team Members, Admins, and Owners.
- Team Members have read-only access to ChartMogul. They can't make changes affecting other users, can't access the Admin area, nor can they export customer data.
- Admins have access to the Admin area and can make changes to your account affecting all users.
- Owners have the same access as Admins in addition to the Subscription, Address, and Invoices pages in the Admin area. Owners can also regenerate API keys.
Here's a breakdown of each user role and its permissions in ChartMogul:
Team Member | Admin | Owner | |
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Charts and Metrics | |||
Access all metrics | ![]() |
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Export chart data | ![]() |
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Create new segments | ![]() |
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Edit the dashboard | ![]() |
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Export activities data of charts | ![]() |
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Add custom charts | ![]() |
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Share custom charts | ![]() |
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Create targets | ![]() |
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View Maps | ![]() |
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View Cohorts | ![]() |
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View Revenue Recognition data | ![]() |
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Customer List and Customers | |||
Add new customers | ![]() |
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Add tags and notes to customers | ![]() |
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Delete customers | ![]() |
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Merge customers | ![]() |
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Create personal custom customer lists | ![]() |
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Create shared custom customer lists | ![]() |
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Export customers | ![]() |
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Export subscriptions | ![]() |
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Manually edit MRR | ![]() |
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Connect customer subscriptions | ![]() |
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Admin | |||
Access admin area | ![]() |
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Change account settings | ![]() |
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Add and manage users in ChartMogul | ![]() |
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Manage custom attributes | ![]() |
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Add plans | ![]() |
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Add plan groups | ![]() |
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Add and manage data sources | ![]() |
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Update data settings | ![]() |
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Access billing section | ![]() |
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Create read-only API keys | ![]() |
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Create read-write API keys |
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Managing Users
Only Admins and Owners can add, update, and delete users.
Adding
To add a user, navigate to Profile > Admin > Users, then 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, navigate to Profile > Admin > Users, select the user you would like to update, and select the user's new role. Lastly, click Update.
Deleting
To delete a user, navigate to Profile > Admin > Users, then click Delete in the row next to the user you would like to delete.