How to Add Team Members
To add a new user in Chargeback.io:
In the sidebar, click Teams.
In the top-right corner, click
Invite User.Enter the new user’s details:
Name: Type their full name.
Email address: Enter their work or preferred email.
User permission: Choose their access level.
Grant access: Select which business account(s) the user can access.
Click Send Invite.
Notify the user that you’ve invited them.
Important Considerations
There is no limit to how many users an owner can invite.
You can invite users even if they have:
Never signed up before
Signed up without a business account
Signed up with another business account
Already been invited to other accounts
A user can belong to multiple business accounts owned by different owners.
If you try to invite the same user to the same business account again (even with a new role), you’ll see the error:
“This user has already been invited to business account(s).”
Each invitation includes an Accept Invite button with a link valid for 10 days.
The link can be opened multiple times until the user completes the process.
The same email can receive invitations from multiple business accounts.
Each user has one of two status types:
Invited: User has not accepted yet.
Active: User has accepted and can access the business account.
If the User Doesn’t Receive the Invitation
Ask them to check their spam or junk folder.
If they still don’t see it after 10 minutes, click the 🔄 icon to resend the invite.
If the issue continues, contact our support specialists.
How Do I Delete Team Members?
To remove users from your account:
Go to Teams in the sidebar.
Find the user you want to remove.
Click the red trash can icon next to their name.
Confirm the deletion when prompted.
Deleting a user removes their access and data immediately but does not prevent re-inviting them. Deletion cannot be undone.
How to Change a Team Member’s Access
On the Teams page, find the user.
Click the gray gear icon (⚙️) under the Actions column.
Select a new permission level from the list.
⚠️ You cannot change a user’s name, email address, or assigned business accounts.
To update these details, remove the user and re-invite them with the new information.
What Permissions Does Each Team Member or User Have?
Feature | Owner | Admin | Manager | View Only |
Invite & manage users | ✅ | ✅ | ❌ | ❌ |
View user access list | ✅ | ✅ | 🚫* | ❌ |
Connect / disconnect integrations | ✅ | ✅ | ❌ | ❌ |
Edit business info | ✅ | ✅ | ❌ | ❌ |
Manage billing | ✅ | ✅ | ❌ | ❌ |
Access alerts and disputes | ✅ | ✅ | ✅ | 🔍 (view only) |
Submit credit requests | ✅ | ✅ | ✅ | ❌ |
Managers can see the Users tab only if they are Admin/Owner in at least one account.
Role Breakdown
1. Owner
The person who created the business account.
Full control over all areas.
Permissions:Invite, remove, and manage users
Modify business settings and billing info
Manage integrations and configurations
View and act on all alerts and disputes
⚠️ Only Owners can see Payment Activity and Invoice History. We are working on a solution for this.
2. Administrator
Granted by the Owner or another Admin.
Nearly full access except for managing Owners.
Permissions:Invite, edit, and remove users
Configure integrations and enrollment
Edit business profile and billing
Manage all business-related actions
3. Manager
Operational role for day-to-day tasks.
Cannot change account-level settings or manage users.
Restrictions:Connecting/disconnecting integrations
Editing business details (logo, name, website)
Managing billing or payments
Accessing the Users tab unless also Admin/Owner in one account
4. View Only
Read-only role for auditors or stakeholders.
Can view but not act on data.
Restrictions:No settings changes
No alerts or dispute interaction
No document uploads or integrations
Review each permission before inviting a user to ensure proper access control.
💡 Questions or concerns?
Get help from our support specialists at Chargeback.io.