The Users section allows account owners and administrators to manage team members, assign roles, and control access permissions within the ChaChing dashboard.
Users can be filtered using the following criteria:
| Filter | Description |
|---|---|
| Member | Text field to filter users by member name. Includes an Apply button. |
| Text field to filter users by email address. Includes an Apply button. | |
| Roles | Drop-down list to filter users by assigned role. Includes an Apply button. |
| Column | Description |
|---|---|
| Member | Name of the team member. |
| Email address associated with the user account. | |
| Roles | Assigned role (Owner, Admin, Developer, Support Agent). |
| Last login | Date and time of the user’s most recent login. |
To add a new user to your ChaChing account:
- Navigate to the Manage section and then click Users.
- Click Add user.
- In the Invite team member window, enter the Email address of the person you want to invite.
- Select a Role for the user:
- Owner
- Admin
- Developer
- Support Agent
- Review the permissions associated with the selected role.
- Click Send invite.
An invitation email will be sent to the specified address.
The user will gain access to the ChaChing dashboard according to the assigned role after accepting the invitation.
When you receive an invitation to join a ChaChing account, follow these steps to activate your access:
- Open the invitation email and confirm the invitation.
- You will be redirected to ChaChing and see an invitation confirmation screen:
- Invited by: Account owner or admin
- Account name: The organization you are joining
- Review Your details:
- Your name: Enter your name
- Email: Pre-filled from the invitation (cannot be changed)
- Role: Assigned role (e.g., Support Agent). Cannot be changed
- Set your account password.
- Click Complete sign up.
Once completed, your user account is activated and you will be redirected to the ChaChing dashboard with access permissions based on your assigned role.