Team Management
Chariot allows you to manage who has access to your account and control what each team member can do.
User Roles
There are four roles in Chariot, each with different levels of access. Choose the role that best matches each team member’s responsibilities.
Add & Remove Users
Add & Remove External Financial Accounts
Transfer Funds (Money Movement)
Export Data
View Data
Free accounts support up to 10 users. If you need additional access, you can upgrade your plan or reach out to our team.
Inviting Team Members
To invite someone to your account:
Navigate to Settings → Team
Select “Invite user”
Enter their email address and assign a role
Invited users will receive an email to join your Chariot account.
Removing Team Members
To remove a user:
Navigate to Settings → Team
Find the team member
Select “Remove”
This will revoke their access immediately. Account Owners and Admins will be notified via email when a user is removed.
Updating User Roles
Account Admins and Owners can update a user’s role at any time from the Team settings page.
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