Managing Roles

Multi-Project User Access:

Users can be added to more than one project, allowing them access based on the roles assigned.
Each project within a company can have one or several admins.
Admins have the authority to add users, assign roles, and manage access across the projects they oversee.
Users can have different roles and permissions in each project they are included in.

Roles and Permissions

Here is a table summarizing the roles and permissions within the Company Dashboard. The rows represent the permissions, while the columns correspond to the roles.

Permission \| Role	Admin	Developer	Project owner	Operations/Editor	Finance	Support
Company	Update details + View	Update details + View	Update details + View	None	None	None
Users	Manage	None	None	None	None	None
Integration	Manage	Manage	Manage	None	None	None
Authentication	Manage	Manage	Manage	None	None	None
Orders	Refund + View	None	Refund + View	None	Refund + View	Refund + View
Evidence	Submit + View	None	Submit + View	None	Submit + View	Submit + View
Financial Report	Generate + View	None	Generate + View	None	Generate + View	None
Payouts	View	None	View	None	View	None
Analytics	View	None	View	None	View	None
Builder	Manage	Manage	Manage	None	None	None
Pricing	Manage	Manage	Manage	Manage	None	None
Asset library	Manage	Manage	Manage	Manage	None	None
Offers	Manage	Manage	Manage	Manage	None	View
Offer Design	Manage	Manage	Manage	Manage	None	View
Bundles	Manage	Manage	Manage	Manage	None	View
Promotions	Manage	Manage	Manage	Manage	None	View
Popups	Manage	Manage	Manage	Manage	None	View
Products	Manage	Manage	Manage	Manage	None	View
Badges	Manage	Manage	Manage	Manage	None	View

Adding a New User

Note: Only users with admin privileges can add new users to the dashboard.

Follow these steps to add a new user to the dashboard:

Open the Appcharge company dashboard.
Select the project to which you want to add the user.
Click on the ‘Settings’ tab.
Go to ‘Users’ in the top menu.
Click ‘Add User’.
Fill out the full name and email address of the user you want to add and assign them a role.
Send Invite.

Once you have sent the invite, the user will be able to approve their new role via the email they receive from Appcharge.

Delete a User

Note: Only users with admin privileges can remove users from the dashboard.

Follow these steps to remove a user to the dashboard:

Open the Appcharge company dashboard.
Choose the project from which you want to remove the user.
Click on the ‘Settings’ tab.
Go to ‘Users’ in the top menu.
To the right of the user you want to remove, click on the three dots.
Select 'Delete'.
Confirm the deletion to remove the user permanently.

Edit a User's Role

Note: Only users with admin privileges can edit a user's role in the dashboard.

Follow these steps to edit a user's role:

Find the user you want to edit.
Click on their current role to present a drop-down menu of all roles.
Select the role you want to assign to this user.
Confirm the changes by clicking 'Change Role'.