Managing Roles
Managing Users
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, permissions, and capabilities within the Company Dashboard:
Role | Description | Permissions |
---|---|---|
Admin | Admins have full access to all aspects of a project. They can assign users to the project, manage settings, and view all data. | Full access to everything within a project. |
Developer | Developers can set up integrations and edit all aspects of a specific project. They manage Studio, Offers, and Project Management. | Set up integrations; Edit all aspects of a specific project. |
Project Owner | Project Owners can edit all aspects of a specific project configuration. They can view Orders, Analytics, and Financial data but cannot assign users to the project. | Edit all aspects of a specific project configuration. |
Operations/Editor | Operations/Editors can edit all aspects of a specific project. They manage Studio, Offers, and Project Management. | Edit all aspects of a specific project. |
Finance | Finance users can view Orders, Analytics, and Financial data. They perform financial reporting and data analysis. | View Orders, Analytics, and Financial data. |
Support | Support users can view orders, process refunds, and submit evidence. They handle customer support and order management. Their access is limited to specific project views. | View orders, process refunds, and submit evidence. |
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'.
Updated 22 days ago