User Roles & Permissions

On November 15, 2022, we updated user roles and permissions in ChartMogul:
  • 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) Checkmark Checkmark Checkmark Checkmark Checkmark
View Revenue Recognition   Checkmark Checkmark Checkmark Checkmark
View forecasts Checkmark Checkmark Checkmark Checkmark Checkmark
Export chart data and activities to CSV   Checkmark Checkmark Checkmark Checkmark
View segments, custom regions, and plan groups Checkmark Checkmark Checkmark Checkmark Checkmark
Create, edit and delete segments, custom regions, and plan groups     Checkmark Checkmark Checkmark
Customize the Dashboard     Checkmark Checkmark Checkmark
View saved charts Checkmark Checkmark Checkmark Checkmark Checkmark
Create saved charts for personal use Checkmark Checkmark Checkmark Checkmark Checkmark
Create saved charts for the entire team     Checkmark Checkmark Checkmark
Delete saved charts     Checkmark Checkmark Checkmark
View targets Checkmark Checkmark Checkmark Checkmark Checkmark
Create and delete targets       Checkmark Checkmark
Filter using standard attributes Checkmark Checkmark Checkmark Checkmark Checkmark
Filter using custom attributes Only by using the exact attribute value Checkmark Checkmark Checkmark Checkmark
View maps Checkmark Checkmark Checkmark Checkmark Checkmark
View cohorts Checkmark Checkmark Checkmark Checkmark Checkmark
Customers and Saved Lists

Lite

Read-only

Staff

Admin

Owner

View personally identifiable customer information   Checkmark Checkmark Checkmark Checkmark
Add new customers     Checkmark Checkmark Checkmark
Edit customer details     Checkmark Checkmark Checkmark
Delete customers     Checkmark Checkmark Checkmark
Merge customers     Checkmark Checkmark Checkmark
Add manual subscriptions     Checkmark Checkmark Checkmark
Create and update custom attributes, tags and notes     Checkmark Checkmark Checkmark
Manually adjust MRR     Checkmark Checkmark Checkmark
Connect subscriptions     Checkmark Checkmark Checkmark
View customer lists   Checkmark Checkmark Checkmark Checkmark
Create and delete saved lists for personal use   Checkmark Checkmark Checkmark Checkmark
Create and delete saved lists for the entire team     Checkmark Checkmark Checkmark
Export customers   Checkmark Checkmark Checkmark Checkmark
Export subscriptions   Checkmark Checkmark Checkmark Checkmark
Data Platform

Lite

Read-only

Staff

Admin

Owner

Access Data Platform   Checkmark Checkmark Checkmark Checkmark
View sources   Checkmark Checkmark Checkmark Checkmark
Add and manage sources       Checkmark Checkmark
Edit source settings and re-sync data     Checkmark Checkmark Checkmark
View, import and edit subscription billing data such as customers, invoices, and transactions       Checkmark Checkmark
View destinations   Checkmark Checkmark Checkmark Checkmark
Add and manage destinations     Checkmark Checkmark Checkmark
View, add, and manage plans     Checkmark Checkmark Checkmark
Manage custom attributes     Checkmark Checkmark Checkmark
Manage tags     Checkmark Checkmark Checkmark
View data settings   Checkmark Checkmark Checkmark Checkmark
Update data settings       Checkmark Checkmark
Account

Lite

Read-only

Staff

Admin

Owner

View in-app notifications   Checkmark Checkmark Checkmark Checkmark
Configure and receive email notifications   Checkmark Checkmark Checkmark Checkmark
Add and manage users in ChartMogul       Checkmark Checkmark
Access account billing         Checkmark
Create read-only API keys   Checkmark Checkmark Checkmark Checkmark
Create read & write API keys     Checkmark Checkmark Checkmark
Access API Access Manager       Checkmark Checkmark

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

Downgrading a user’s role may impact their API keys. Read more.

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.

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