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 users to provide different access levels 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 and credit notes.
Analyst - Includes all Tech Support privileges, plus access to the SaaS metrics report.
Sales Agent - Includes all Tech Support privileges. Can modify trial end dates and apply discounts on subscriptions.
Customer Support - Includes Sales Agent privileges. 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.
Note
A user may be assigned more than one role; in that case they gain the combined privileges of all assigned roles. For custom roles, an action marked as not allowed in any assigned role takes precedence over the same action being allowed in another role. See Why is a user blocked from an action when multiple custom roles are assigned?.
Custom Roles
In addition, you can create Custom Roles for your account with customized access privileges. Here's more on this feature. If a user with multiple custom roles receives a permission error, see this FAQ.
Note
- The Custom Roles feature is only available on the Performance plan and above.
- Logs or details indicating who added a team member and when are not available.
- Full access refers to permissions that enable users to View, Create, Add, Edit, Update, Delete, Clone, Download, Export, Upload, Send emails, Apply/Allocate, Mark (fraud/valid/primary), Cancel, Pause, Resume, Refund, Void, Link, Unarchive, Override, Toggle, and Verify data across all pages within the system.
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