Users

This article details the different types of ChartMogul user, the differences between them, and how to manage users.

 

Definitions

There are three types of ChartMogul user: Owner, Admin and Team member.

Admins have access to the Admin area, and can make changes to a ChartMogul account which affects all users.

Owners, like Admins, have access to the Admin area. Additionally, owners can access the Subscription, Address and Invoices pages in the Admin area, and can also regenerate API keys.

Team members have read-only access to your ChartMogul account. Team members cannot make changes to a ChartMogul account that will affect other users. Team members cannot access the admin area or export customer-specific data.

See table below for more details: ChartMogul_user_roles.png

You can change a user's permissions in Admin > Users.

 

User management

Only Owners and Admins can make changes to other users.

Owners and Admins can add, delete and manage users in Admin > Users.

To add a user, navigate to Admin > Users, then select "Invite Users". Enter the users' Name and Email and select a role then click "Send Invites". This will send an invitation email to the new user.

To delete a user, navigate to Admin > Users, then click "Delete" in the row next to the user you would like to delete and confirm deletion.

To change a users role or notification settings, navigate to Admin > Users, select the user you would like to edit, select the new Role in the window. Finally, click "Update".

To request a change of account owner, please contact ChartMogul Support at support@chartmogul.com