There are 4 member classifications within an account. See the table below to understand the different roles and permissions for each role.
Action | Analyst | Purchaser | Admin | Owner |
View Quickbooks integration | X | X | X | |
View only their own user transactional/subscription data | X | X | X | |
View all transactional/subscription data | X | X | X | |
View download transactions data | X | X | X | X |
View team member details | X | X | X | X |
View NachoCards | X | X | X | X |
View NachoCard details to make purchases | X | X | X | |
View purchase subscriptions | X | X | X | |
Use the NachoNacho Chrome Extension | X | X | X | |
Request NachoCards | X | |||
Change settings for NachoCards | X | X | ||
Assign NachoCards | X | X | ||
Create NachoCards | X | X | ||
View NachoRewads | X | X | ||
Add/edit payment sources | X | X | ||
Invite or remove team members | X | X | ||
Transfer ‘Owner’ role | X |
If you need to invite a new Member, go to the Members tab, and click on “+Member”. Enter their email address and choose a role. They will get an email invite and will be able to get access to your account.