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 | RoleAdminDeveloperProject ownerOperations/EditorFinanceSupport
CompanyUpdate details + ViewUpdate details + ViewUpdate details + ViewNoneNoneNone
UsersManageNoneNoneNoneNoneNone
IntegrationManageManageManageNoneNoneNone
AuthenticationManageManageManageNoneNoneNone
OrdersRefund + ViewNoneRefund + ViewNoneRefund + ViewRefund + View
EvidenceSubmit + ViewNoneSubmit + ViewNoneSubmit + ViewSubmit + View
Financial ReportGenerate + ViewNoneGenerate + ViewNoneGenerate + ViewNone
PayoutsViewNoneViewNoneViewNone
AnalyticsViewNoneViewNoneViewNone
BuilderManageManageManageNoneNoneNone
PricingManageManageManageManageNoneNone
Asset libraryManageManageManageManageNoneNone
OffersManageManageManageManageNoneView
Offer DesignManageManageManageManageNoneView
BundlesManageManageManageManageNoneView
PromotionsManageManageManageManageNoneView
PopupsManageManageManageManageNoneView
ProductsManageManageManageManageNoneView
BadgesManageManageManageManageNoneView

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:

  1. Open the Appcharge company dashboard.
  2. Select the project to which you want to add the user.
  3. Click on the ‘Settings’ tab.
  4. Go to ‘Users’ in the top menu.
  5. Click ‘Add User’.
  6. Fill out the full name and email address of the user you want to add and assign them a role.
  7. 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:

  1. Open the Appcharge company dashboard.
  2. Choose the project from which you want to remove the user.
  3. Click on the ‘Settings’ tab.
  4. Go to ‘Users’ in the top menu.
  5. To the right of the user you want to remove, click on the three dots.
  6. Select 'Delete'.
  7. 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:

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