# Users

The **Users** section allows account owners and administrators to manage team members, assign roles, and control access permissions within the ChaChing dashboard.

## Users Management

### Filters

Users can be filtered using the following criteria:

| **Filter** | **Description** |
|  --- | --- |
| **Member** | Text field to filter users by member name. Includes an **Apply** button. |
| **Email** | 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. |


### Users Table

| **Column** | **Description** |
|  --- | --- |
| **Member** | Name of the team member. |
| **Email** | 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. |


## Add User

To add a new user to your ChaChing account:

1. Navigate to the **Manage** section and then click **Users**.

2. Click **Add user**.
3. In the **Invite team member** window, enter the **Email address** of the person you want to invite.
4. Select a **Role** for the user:
  - Owner
  - Admin
  - Developer
  - Support Agent
5. Review the permissions associated with the selected role.
6. 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.

### Accept Invitation and Complete Sign-Up

Sidebar menu (1).svg
When you receive an invitation to join a ChaChing account, follow these steps to activate your access:

1. Open the invitation email and confirm the invitation.
2. 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
3. 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
4. Set your account password.
5. 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.

[RolePermissionsMatrix.md](/users/rolepermissionsmatrix)