Access levels of different User Roles in Chargebee

You can add multiple users to your Chargebee account, e.g. from finance, sales, or support teams, depending on their responsibilities.

However, not all users may need full access; you may want to restrict them from certain pages. Chargebee provides different user roles that you can assign to the users to provide different access level to your account.

Navigate to Settings > Team Members to add/delete and modify users of your Chargebee account.

Here's the list of roles that are available:

Admin - Full access.

Tech Support - Can view the 'Subscriptions' and 'Product Catalog' tabs. Can view, comment on, send, or download individual invoices andcredit notes.

Analyst - Includes all Tech Support priveleges, plus access to the SaaS metrics report.

Sales Agent - Includes all Tech Support priveleges. Can modify trial end dates and apply discounts on subscriptions.

Customer Support - Includes Sales Agent priveleges. Can manage customers, subscriptions, invoices, transactions, and credit notes, except for deleting records.

Sales Manager - Has Customer Support level access and has complete access to coupons and coupon sets.

Finance Executive - Has read‑only access to the entire site except for the Settings section. Can export data and add comments.

Custom Roles

In addition, you can create Custom Roles for your account with customized access priveleges. Here's more on this feature.