Anyone with a free Chariot account can add up to two additional dashboard users from their organization (three total - one primary, and two secondary). Customers with paid Professional and Enterprise subscription plans can add an unlimited number of dashboard users to their account. You can find complete information on feature availability by subscription tier by filling out a pricing request form here.
Adding a additional verified user is easy.
Step 1:
Navigate to the "Account" tab within your Chariot dashboard
Select "Organization"
Scroll down to the "Team Members" section
Click "Invite"
Note: If you're hoping to transfer account ownership from your email to another team member's, make sure to invite the other user and have them accept your invitation before deleting your own email. Once they become an "Active" team member within your dashboard, you can then go ahead and remove your email address if you wish.
Step 2:
Type in the email address of the team member you want to invite
Click "Send"
Note: The invited user will be marked as "Pending" until they accept your invitation. Once they've accepted, they'll be marked as "Active".
Step 3:
After you invite your team member(s) to join your dashboard, they should receive an email from Chariot with instructions on how to get access to your organization's account!
Removing users or updating user status: If you want to deactivate a team member within your Chariot dashboard, only the Primary Account Owner has permission to do so. To update or change the Primary Account Owner on your account, reach out to support@chariot.com for assistance.