- We introduced three new roles: Lite, Read-only, and Staff.
- On December 15, 2022 we will remove the Team Member role. Users who have this role will be updated to Read-only. If your role is Team Member, we recommend contacting your account Admin for more information.
ChartMogul offers five user roles: Lite, Read-only, Staff, Admin, and Owner. Here’s an overview of each role:
- Lite users have access to view all 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.
- Admins can import billing 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.
- Owners are the only users who can access account billing details and history.
| Reports |
Lite |
Read-only |
Staff |
Admin |
Owner |
|---|---|---|---|---|---|
| View charts and chart data (except Revenue Recognition) |  |
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| View Revenue Recognition | |
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| View forecasts | |
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| Export chart data and activities to CSV | |
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| View segments, custom regions, and plan groups | |
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| Create, edit and delete segments, custom regions, and plan groups | |
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| Customize the Dashboard | |
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| View saved charts | |
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| Create saved charts for personal use | |
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| Create saved charts for the entire team | |
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| Delete saved charts | |
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| View targets | |
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| Create and delete targets | |
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| Filter using standard attributes | |
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| Filter using custom attributes | Only by using the exact attribute value | |
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| View maps | |
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| View cohorts | |
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| Customers and Saved Lists |
Lite |
Read-only |
Staff |
Admin |
Owner |
| View personally identifiable customer information | |
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| Add new customers | |
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| Edit customer details | |
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| Delete customers | |
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| Merge customers | |
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| Add manual subscriptions | |
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| Create and update custom attributes, tags and notes | |
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| Manually adjust MRR | |
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| Connect subscriptions | |
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| View customer lists | |
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| Create and delete saved lists for personal use | |
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| Create and delete saved lists for the entire team | |
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| Export customers | |
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| Export subscriptions | |
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| Data Platform |
Lite |
Read-only |
Staff |
Admin |
Owner |
| Access Data Platform | |
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| View sources | |
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| Add and manage sources | |
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| Edit source settings and re-sync data | |
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| View, import and edit subscription billing data such as customers, invoices, and transactions | |
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| View destinations | |
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| Add and manage destinations | |
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| View, add, and manage plans | |
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| Manage custom attributes | |
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| Manage tags | |
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| View data settings | |
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| Update data settings | |
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| Account |
Lite |
Read-only |
Staff |
Admin |
Owner |
| View in-app notifications | |
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| Configure and receive email notifications | |
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| Add and manage users in ChartMogul | |
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| Access account billing | |
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| Create read-only API keys | |
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| Create read & write API keys | |
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| Access API Access Manager | |
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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.
Changing the ownership of your ChartMogul account
Owners can transfer ownership of the account to any other Admin by navigating to Profile > Admin and clicking MAKE OWNER in the Users table.