ChartMogul offers five user roles: Lite, Read-only, Staff, Admin, and Owner. Learn more about adding and managing users.
Here’s an overview of each role:
- Lite users have access to view all Subscription Analytics charts and chart data and can create saved charts for personal use. They cannot see any personally identifiable customer information or export any data.
- Read-only users can export data to CSV and customize their own account. This role is for anyone at your organization who you want to be able to view metrics and customer information.
- Staff can make account changes that impact other users, including creating saved charts for the entire team, creating read & write API keys, viewing and managing plans, and adding, editing, and deleting customers. This role is for anyone who needs to customize ChartMogul for your entire organization or manage sales activities using ChartMogul CRM.
- Admins can import data, make all account changes, as well as add or update other users. This role is for anyone at your organization who you want to be able to make all account changes and updates (except for account billing details and history) or manage sales activities using ChartMogul CRM.
- Owners are the only users who can access account billing details and history.
Here’s what we cover in this article:
Account permissions
Dashboards and Filters |
Lite |
Read-only |
Staff |
Admin |
Owner |
---|---|---|---|---|---|
Customize shared dashboards | |||||
Customize private dashboards | |||||
Create, edit, and delete shared dashboards | |||||
Create, edit, and delete private dashboards | |||||
Filter using standard attributes | |||||
Filter using custom attributes | Only by using the exact attribute value | ||||
Customers and Saved Lists |
Lite |
Read-only |
Staff |
Admin |
Owner |
View personally identifiable customer information | |||||
Add, edit, and delete customers | |||||
Bulk edit customers | |||||
View opportunities | |||||
View contacts | |||||
Add, edit, and delete contacts | |||||
View custom attributes, tags and notes | |||||
Create and update custom attributes, tags and notes | |||||
View emails and drafts | |||||
Delete email drafts | |||||
Re-sync customers | |||||
Merge and unmerge customers | |||||
View customer lists | |||||
Create and delete saved lists for personal use | |||||
Create and delete saved lists for the entire team | |||||
Create, edit, delete, and move folders of saved lists | |||||
Move private and shared saved lists within and between folders | |||||
Export customers | |||||
Settings & Data |
Lite |
Read-only |
Staff |
Admin |
Owner |
Access Settings & Data | |||||
View sources | |||||
Add and manage sources | |||||
Edit source settings and re-sync data | |||||
View, import, and edit data using data tables | |||||
View destinations | |||||
Add and manage destinations | |||||
View, add, and manage plans (including manual plans) | |||||
Manage custom attributes for customers and contacts | |||||
Manage tags | |||||
Create and manage automations | |||||
Create and manage text blocks | |||||
View data settings | |||||
Update data settings | |||||
Account |
Lite |
Read-only |
Staff |
Admin |
Owner |
View in-app notifications | |||||
Add and manage users | |||||
Set up two-factor authentication (2FA) | |||||
Access account billing | |||||
Create read-only API keys | |||||
Create read & write API keys | |||||
Access API Access Manager |
Subscription analytics permissions
Reports |
Lite |
Read-only |
Staff |
Admin |
Owner |
---|---|---|---|---|---|
View charts and chart data (except Revenue Recognition and CRM reports) | |||||
View Revenue Recognition | |||||
View benchmarks | |||||
Export chart data and activities to CSV | |||||
View segments, custom regions, and plan groups | |||||
Create, edit and delete segments, custom regions, and plan groups | |||||
View saved charts | |||||
Create saved charts for personal use | |||||
Create saved charts for the entire team | |||||
Delete saved charts | |||||
Create, edit, delete, and move folders of saved charts | |||||
Move private and shared charts within and between folders | |||||
View targets | |||||
Create and delete targets | |||||
View maps | |||||
View cohorts | |||||
Subscriptions and Revenue |
Lite |
Read-only |
Staff |
Admin |
Owner |
Add manual subscriptions | |||||
Manually adjust MRR | |||||
Connect subscriptions | |||||
Clean data imported from a billing system | |||||
Export subscriptions | |||||
Configure and receive email notifications (real-time MRR movements and recaps) |
CRM permissions
You’ll need to have a seat to access ChartMogul CRM. ChartMogul allows CRM seats to be assigned to Owner, Admin, or Staff users.
ChartMogul CRM |
Staff |
Admin |
Owner |
---|---|---|---|
Purchase CRM seats | |||
Manage CRM seats | |||
Connect an email account | |||
Create an email signature | |||
Send emails | |||
Create and edit email templates | |||
Add and remove blocklist items | |||
Add, edit, and delete sales pipelines | |||
Create, edit, and delete opportunities | |||
View, create, save, and edit opportunity lists | |||
Create, edit, delete, and move folders of opportunity lists | |||
Move private and shared opportunity lists within and between folders | |||
Manage custom attributes for opportunities | |||
Create and manage tasks | |||
Configure and receive task notifications | |||
Be assigned as a customer owner | |||
Be assigned as an opportunity owner | |||
Log calls in customer records | |||
View CRM reports |