Users Roles & Permissions

ChartMogul offers three user roles: 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 affecting 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.

Here's a breakdown of each user role and its permissions in ChartMogul:

  Team Member Admin Owner
Charts and Metrics
Access all metrics Checkmark Checkmark Checkmark
Export chart data   Checkmark Checkmark
Create new segments Checkmark Checkmark Checkmark
Edit the dashboard   Checkmark Checkmark
Export activities data of charts   Checkmark Checkmark
Add custom charts Checkmark Checkmark Checkmark
Share custom charts   Checkmark Checkmark
Create targets   Checkmark Checkmark
View Maps Checkmark Checkmark Checkmark
View Cohorts Checkmark Checkmark Checkmark
View Revenue Recognition data Checkmark Checkmark Checkmark
Customer List and Customers
Add new customers Checkmark Checkmark Checkmark
Add tags and notes to customers Checkmark Checkmark Checkmark
Delete customers   Checkmark Checkmark
Merge customers Checkmark Checkmark Checkmark
Create personal custom customer lists Checkmark Checkmark Checkmark
Create shared custom customer lists   Checkmark Checkmark
Export customers   Checkmark Checkmark
Export subscriptions   Checkmark Checkmark
Manually edit MRR Checkmark Checkmark Checkmark
Connect customer subscriptions Checkmark Checkmark Checkmark
Admin
Access admin area   Checkmark Checkmark
Change account settings   Checkmark Checkmark
Add and manage users in ChartMogul   Checkmark Checkmark
Manage custom attributes   Checkmark Checkmark
Add plans   Checkmark Checkmark
Add plan groups Checkmark Checkmark Checkmark
Add and manage data sources   Checkmark Checkmark
Update data settings   Checkmark Checkmark
Access billing section     Checkmark
Create read-only API keys Checkmark Checkmark Checkmark
Create read-write API keys
  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

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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