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User Settings: Managing Roles

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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:

RoleDescriptionPermissions
AdminAdmins 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.
DeveloperDevelopers 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 OwnerProject 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/EditorOperations/Editors can edit all aspects of a specific project. They manage Studio, Offers, and Project Management.Edit all aspects of a specific project.
FinanceFinance users can view Orders, Analytics, and Financial data. They perform financial reporting and data analysis.View Orders, Analytics, and Financial data.
SupportSupport 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:

  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'.

Updated 1 day ago