Users

Fine-grained user acccess control (or fine-grained UAC) is a Chargify feature that allows administrators and owners assign users a different set of access levels for each available site.

Access Levels

There are 3 levels of access for user accounts:

  • Owner: The first user account is the “owner” of the seller account. They have implicit administrative capabilities that cannot be revoked. If you would like to transfer ownership, please contact support.
  • Admin: Any user may be made an admin by the owner or by the other admins.
  • Team Member: A user on the account without admin privileges.

Read more about Access Control and User Permissions on our blog.

Team Member Access Controls

User access control is only applicable to users that are given the team member status. Users that are given the status of admin will have access to all sites.

The access levels that can be assigned to team members are as follows:

  • Read-only: the user can view limited information related to the site
  • Setup: the user can manage the product catalog, settings, and integrations
  • Financial: the user can view and export financial performance metrics
  • Customer Support: the user can manage subscriptions and customers

Adding Users

You have the option of adding more user accounts (login and password) to your seller account, if you are an admin or owner, so that other people can help you with its management.

Starting on your Seller homepage, navigate to the “Users” tab and click on the “Create New User” link.

Unique User Emails

You will receive the following warning if you are using an email that already exists in the system: Email must be unique - that value has been taken.

When adding a user to a Chargify account, the user email may only be used once across all Chargify accounts. If you have a situation where a person must be part of two Chargify accounts, you must use a unique email for each user account.

User Limit

  • All Chargify Developer plans have a limit of 10 users on each account.
  • All paid Chargify plans have a limit of 100 users on each account.

Team Member Settings

Team members can perform the same tasks as an admin can except as noted below:

The following is a list of merchant-based settings and access level a team member has within Chargify.

  • Site Access:Merchants will be able to control the sites team members access
  • My account: Team members cannot enable or disable two-factor authentication
  • Sites: Team members can not clone, edit or delete a site
  • API Access: All access denied
  • Merchant Info: All access denied
  • Security: All access denied
  • Users: All access denied
  • Billing & Plans: ​All access denied

The following lists specific site operations within a particular domain and what access team members have within Chargify.

Team Member Site Access Controls

Chargify allows you to control many aspects of a team member’s access in your merchant account. Additionally you can allow a team member to only access certain sites within each your merchant account.

Typically a merchant will use a combination of access controls to allow a team member to perform a specific set of tasks. Some examples are as follows:

  • Give an accountant permission to export financial performance and metrics
  • Give a customer support representative permission to manage subscriptions and customers
  • Give a developer access to manage the product catalog and integrations on a test site only.

  • Site Access: A checkmark will indicate what sites the user can access.

  • Manages product catalog, settings & integrations: The product tag icon indicates which sites team members may edit the product catalog, setttings and integrations for in Chargify

  • Views and exports financial performance & metrics: The bar chart icon shows which team members have access to view and export transactions. Additionally, they will be given access to financial data on the dashboard.

  • Manages subscriptions & customers: Team members are granted access to creating and editing subscriptions & customers. They can also delete customer records that have no subscriptions associated with them.

Team Member Access Overview

Below, you’ll find an overview of Chargify-related actions that are specific to the Chargify application. We’ve broken these down into easy to digest portions for full comprehensiveness.

As a primer, if you see a X - this indicates that the team member has no access to the feature.
if you see a - this indicates that the team member has access to the feature.

Dashboard

The dashboard is the landing page for the Chargify application. From within the dashboard, team members may view a number of different metrics. Additionally, webhook data and financials are displayed.

The following section details access to the panes displaying recent activity, etc:

Section Read only Manages catalog & settings Views financials Manages subscribers
Overview Views only recent activity X View access X
Monthly Revenue and Subscriber Count X X View access X
Daily Subscribers Added / Lost X X View access X
Recent activity X X View access View
Webhook status X X X X
Signup performance X X View access X
Revenue performance X X View access X

Dashboard Financials

Embedded in the application, financial data is displayed. Use team member access controls to restrict access to these numbers:

Section Read only Manages catalog & settings Views financials Manages subscribers
Total revenue X X View access X
Revenue today X X View access X
Subscribers X X View access X
Signups today X X View access X
Expired cards X X View access X
Pending renewals X X View access X

Catalog

The catalog section of the application depicts where you create and control pricing for your subscribers. Give careful consideration to whom can augment pricing on your live sites.

Products

Control what team members can access in your catalog of products, components and coupons. For more information on product editing, please see our documentation on editing your catalog here.

Section Read only Manages catalog & settings Views financials Manages subscribers
Creating product families X Access / Ability to edit X X
Editing product families X Access / Ability to edit X X
Archiving product families X Access / Ability to edit X X
Creating products X Access / Ability to edit X X
Editing products X Access / Ability to edit X X
Archiving products X Access / Ability to edit X X
Creating components X Access / Ability to edit X X
Editing components X Access / Ability to edit X X
Archiving components X Access / Ability to edit X X
Creating coupons X Access / Ability to edit X X
Editing coupons X Access / Ability to edit X X
Archiving coupons X Access / Ability to edit X X
Exporting products X Access Access X

Public Signup Pages

Decide what team members can access and edit your Public Signup Pages. For more information on Public Signup Page editing, please see our documentation.

Section Read only Manages catalog & settings Views financials Manages subscribers
Create Public Signup Page X Access / Ability to edit X X
Update all layouts X No access X X
View X Access / Ability to edit X X
Edit X Access / Ability to edit X X
Disable X Access / Ability to edit X X

Insights

Section Sub-section Read only Manages catalog & settings Views financials Manages subscribers
MRR   X X View access X
Revenue retention   X X View access X
Churn   X X View access X
Paid subscribers   X X View access X
Finance Report   X X View access X
  Display usage / Hide usage X X View access X
MRR exports   X X View access X

Tools

Chargify’s tools section deals explicity with email, webhook and site activity. For more information on webhook tools, please see our documentation.

Section Sub-section Read only Manages catalog & settings Views financials Manages subscribers
Activity   View access View access View access View access
Email Insights   X View access X X
Webhooks panel   X View access X X
  Resend webhooks   Access to resend webhooks    
Webhook testing   X Access to send webhook tests X X

Config

Settings

Settings access should be limited to trusted team members. For more information on how to customize settings for your site, please view our documentation on settings.

Section Read only Manages catalog & settings Views financials Manages subscribers
Gateway configurations X Access / ability to edit X X
Advanced Fraud Protection Settings X Access / ability to edit X X
Gateway configurations - PayPal X Access / ability to edit X X
ACH/eCheck X Access / ability to edit X X
Fields X Access / ability to edit X X
Webhooks X Access / ability to edit X X
Retries / dunning X Access / ability to edit X X
Retries / dunning ACH X Access / ability to edit X X
Churn reason codes X No access X X
Public Page Default Settings X Access / ability to edit X X
Self Service Page URLs X View access X X
Billing Portal X View access X X
Emails X Access / ability to edit X X
Status emails X Access / ability to edit X X
Statements X Access / ability to edit X X
Invoice billing X Access / ability to edit X X
Chargify Direct X View access X X
Components X Access / ability to edit X X
CSV exports X Access / ability to edit X X

Integrations

Section Read only Manages catalog & settings Views financials Manages subscribers
API Keys X X X
zferral X X X
Xero X X X X
Mailchimp X X X
Twilio X X X
QBO X X X X
Section Read only Manages catalog & settings Views financials Manages subscribers
View referral history X X
One-time credit for referring customer ✔ View only ✔ View only ✔ View only ✔ View only
Coupon discount for the new customer ✔ View only ✔ View only ✔ View only ✔ View only
Disable referrals X X X

Custom Taxes

Section Read only Manages catalog & settings Views financials Manages subscribers
Create new tax X X X
Edit tax X X X
Delete taxes X X X
Enable X X X
Disable X X X