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Product Updates

  • Release Notes

Getting Started Guide

  • Getting Started Guide

Managing Experiences

  • Getting to know the Experience Manager

Reporting

  • Reporting Overview

Chargebee Billing Integration

  • Chargebee Billing Integration Features

Settings and Installation

  • Navigating the Chargebee Retention Settings Page
    • Integrate Chargebee Retention via Chargebee.js
    • Installing Chargebee Retention via the pre-cancel API
    • Estimating Engineering Time & Effort
    • Processing Cancels and Offers
    • Configuring Cancel Management without a Billing Integration
    • Configuring Offer Management without a Billing Integration
    • Passing Data to Chargebee Retention
    • Chargebee Retention Field Mapping
    • Setting up a Custom Domain
    • Save and Cancel Return URL Setup
    • Activity Log and Error Reporting
    • Display Revenue in Reports
    • Using Webhooks
    • Manage Alerts
    • CSS Reference
    • Setting up multiple apps (Enterprise Plan)
    • Removing test sessions from reporting
    • External Reason Key
    • Billing Admin User Role
    • The Essentials Plan
    • Managing your Chargebee Retention Plan and Usage Limits
    • Adding Chargebee Retention to ReCharge's Affinity Theme
    • Managing your team in Chargebee Retention
    • Managing Teams to Control App Access

Integrations

  • Integrations Overview

Starter Churn Insights

  • Starter Churn Insights

Retention Best Practices

  • Testing in Chargebee Retention

Security

  • Chargebee Retention Security Overview
  1. Retention
  3. Settings and Installation
  5. Navigating the Chargebee Retention Settings Page
  6. Managing Teams to Control App Access
Proactively retain, expand, and grow revenue with Chargebee Growth - the next evolution of Chargebee Retention.Built on top of Chargebee Billing, Growth empowers you to design, experiment, and deploy monetization strategies not just at the moment of cancel but across the entire subscriber lifecycle.Go through ourdocumentationto know more.
  1. Retention
  3. Settings and Installation
  5. Navigating the Chargebee Retention Settings Page
  6. Managing Teams to Control App Access

Managing Teams to Control App Access

Your Company's Billing Admin will have access to the User Management tab in Chargebee Retention where they can create and manage Teams. The primary purpose of the Teams feature today is to allow you to provide different users with access to certain applications in Retention. Here are a few use cases we see for teams:

  • You have a group that only works on your test account or sandbox and you don't want them to have access to production
  • You have different brands that are managed on different Retention Apps and you don't need them to have access to all the brands, only a subset
  • You have different business units or entities that are managed independently on different Retention Apps and you don't need them to have access to all of these entities, only a subset

Note

Multiple production applications is an Enterprise Plan feature today in Chargebee Retention. Please contact your account manager or retention-support@chargebee.com and we will assist you with this.

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We start out all new trial and applications with a "Default" team.

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Today we do not let you delete the team once it is created, so think carefully about how you name these before saving them.

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From there you can create new teams and manage which Apps they have access to.

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When inviting a new team member to Chargebee Retention, you will now have the ability to select which team you want them assigned too.

Note

Users must have a team assigned, you cannot have a user saved without any team assignment as they will not have access to the product if this is the case. If you have any questions about teams, please contact retention-support@chargebee.com.

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