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 or manage sales activities using ChartMogul CRM.
• 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) 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:

• General permissions
• CRM permissions
• Managing users
  • Adding users
  • Updating users
  • Deactivating users
• Changing the ownership of your ChartMogul account

General permissions

Reports	Lite	Read-only	Staff	Admin	Owner
View charts and chart data (except Revenue Recognition)
View Revenue Recognition
View forecasts
Export chart data and activities to CSV
View segments, custom regions, and plan groups
Create, edit and delete segments, custom regions, and plan groups
Customize the Dashboard
View saved charts
Create saved charts for personal use
Create saved charts for the entire team
Delete saved charts
View targets
Create and delete targets
Filter using standard attributes
Filter using custom attributes	Only by using the exact attribute value
View maps
View cohorts
Customers and Saved Lists	Lite	Read-only	Staff	Admin	Owner
View personally identifiable customer information
Add, edit, and delete 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 customers
Add manual customers and subscriptions
Create and update custom attributes, tags and notes
Manually adjust MRR
Connect subscriptions
View customer lists
Create and delete saved lists for personal use
Create and delete saved lists for the entire team
Export customers
Export subscriptions
Data Platform	Lite	Read-only	Staff	Admin	Owner
Access Data Platform
View sources
Add and manage sources
Edit source settings and re-sync data
View, import and edit subscription billing data such as customers, invoices, and transactions
View destinations
Add and manage destinations
View, add, and manage plans (including manual plans)
Manage custom attributes for customers and contacts
Manage tags
View data settings
Update data settings
Account	Lite	Read-only	Staff	Admin	Owner
View in-app notifications
Configure and receive email notifications
Add and manage users in ChartMogul
Access account billing
Create read-only API keys
Create read & write API keys
Access API Access Manager

CRM permissions

You’ll need to have a seat to access ChartMogul CRM features. ChartMogul allows CRM seats to be assigned to Owner, Admin, or Staff users. Learn more about managing CRM seats.

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
Manage custom attributes for opportunities
Create and manage tasks
Be assigned as a customer owner
Be assigned as an opportunity owner
Log calls in customer records
View CRM reports and forecasts

Managing Users

View and manage users by navigating to Profile > Admin > Users.

There, you’ll find the Users table with the following details:

• Name — The user’s name.
• Email — The user’s account email address.
• User Role — The user’s role.
• 2FA — The user’s two-factor authentication status, either On or Off. Learn more about two-factor authentication.
• CRM Seat — The user’s seat status, either On or Off. Learn more about managing CRM seats.

Adding

To add a user, 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, select the user you would like to update, and select the user's new role. Lastly, click UPDATE.

Deactivating

To deactivate a user, click the Delete   icon. Click OK to confirm the deactivation.

ChartMogul adds the user to the Deactivated tab and logs them out immediately.

ChartMogul retains the following data:

• The user’s name when filtering by Owner
• Shared saved charts, customer lists, and opportunity lists
• Opportunities and customers assigned to the user as owner
• Notes, call logs, and tasks created by the user
• The user’s emails

ChartMogul makes the following changes when a user is deactivated:

• Deletes their personal saved charts, customer lists, and opportunity lists
• Disconnects their email account
• Removes their API keys
• Stops sending the user in-app notifications, email notifications, or emails configured as part of a destination
• Prevents the user from being assigned as a customer owner

To anonymize deactivated users in your ChartMogul account, locate the user in the Deactivated table. Select the user to edit their details. Update the user’s name and email, and click Update.

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.