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:
|Charts and Metrics|
|Access all metrics|
|Export chart data|
|Create new segments|
|Edit the dashboard|
|Export activities data of charts|
|Add custom charts|
|Share custom charts|
|View Revenue Recognition data|
|Customer List and Customers|
|Add new customers|
|Add tags and notes to customers|
|Create personal custom customer lists|
|Create shared custom customer lists|
|Manually edit MRR|
|Connect customer subscriptions|
|Access admin area|
|Change account settings|
|Add and manage users in ChartMogul|
|Manage custom attributes|
|Add plan groups|
|Add and manage data sources|
|Update data settings|
|Access billing section|
|Create read-only API keys|
|Create read-write API keys
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.
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.
To delete a user, navigate to Profile > Admin > Users, then click Delete in the row next to the user you would like to delete.