Team Roles & Permissions
Chariot uses role-based access control to ensure each team member sees and does only what their role requires. Permissions are organized into scopes — each scope governs a specific area of the platform.
Managing Team Members
Each scope can be set to Read (view only) or Read & Write (view and modify).
To invite or manage team members:
Go to the Team section in your dashboard.
Invite a new member by entering their email address and selecting a role.
Adjust permissions as needed — you can modify a team member's role at any time.
Remove access when a team member leaves your organization or changes responsibilities.
Built-In Roles
Development
Full access to all platform features, team management, and account settings. Typically the primary admin.
Administrator
Full administrative control — can manage users, configure settings, and access all data.
Finance
Access to financial operations — deposits, transfers, ledger, and statements. Ideal for your accounting team.
Learn more about roles and access here.
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