You can invite staff or freelancers to assist with alerts on your behalf. Let’s walk through the steps.
How to Add Team Members
The following sections will teach you how to add new team members.
1. Navigate to Users Page
Click this link or select the profile icon in the upper-right corner. Then, go to Personal Settings and select Users from the left-hand menu.
2. Invite a Teammate
Click Invite a User. then enter the following information regarding the user you want to invite:
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Name: Enter the team member’s full name
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Email address: Use their work or preferred email
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User permission: Choose the level of access:
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Administrator: Full access, including billing and integrations
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Manager: Alerts management, but restricted from billing and integrations
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View only: Can view, export, and download reports, but not edit anything
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Grant access: Select the business account they should access
Let’s say you need someone to handle alerts — like manually refunding transactions or submitting credit requests — but you don’t want them modifying billing or integrations (like Shopify). Assign them the Manager role.
If they need access to everything, including integrations and billing, choose Administrator.
Once you send the invite, the user receives an email prompting them to sign in to your Chargeback.io account.
Pay attention to the status box to know whether the team member activated their account. If they did not activate, then the status will remain as Invited.
3. Track Invite Status
Check the status box to confirm if the team member has activated their account. If the invite still shows as Invited, they haven’t completed sign-up yet.
If the user doesn’t receive the invite, ask them to check their spam folder. Still no email after 10 minutes? Click the resend icon (left of the gear icon). If it still doesn’t go through, contact our support team for help.
How Do I Delete Team Members?
Return to the Users page, find the person you want to remove, and click the red trash can icon. This immediately revokes their access.
What Do I Do If I Want to Change My Team Member’s Access?
From the Users page, click the gray gear icon next to their name. Select a new permission level from the list.
⚠️ You cannot change a user’s name, email, or the business accounts they can access. To update this info, you’ll need to remove the user and re-invite them with the new details.
💡 Tip
Need more help? Get support from our representatives at Chargeback.
We’re here to help with any questions you may have.