Users

This article explains the different types of users in ChartMogul and how to manage users.

Definitions

There are three types of users in ChartMogul: Team Members, Admins, and Owners.

  • Team Members have read-only access to ChartMogul. They can't make changes affecting other users, can't access the Admin area, nor can they export customer data.
  • Admins have access to the Admin area and can make changes to your account which affect all users.
  • Owners have the same access as Admins in addition to the Subscription, Address, and Invoices pages in the Admin area. Owners can also regenerate API keys.

This table provides a breakdown of each user type and its permissions:

ChartMogul_user_roles.png

Managing users

Only Admins and Owners can add, update, and delete users.

Adding a user

To add a user, navigate to Profile > Admin > Users, then select Invite Users. Enter the user's name and email, and select a role. Then click Send Invites.

Updating a user

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 a user

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

The account owner can transfer account ownership to any of the account admins. They can do it by visiting the Admin page and clicking on the "Make owner" button in the Users table.

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