Adding a User in Warchest

Before You Begin

Think carefully about which access level to assign. Owners have full control, while Users and Partner Users have more limited access

Adding a User

  1. From the Overview page, go to the Users tab.
  2. Click Add User.
  3. Enter the following details:
    • First Name
    • Last Name
    • Email Address
  4. Choose an Access Level:
    • Owner: View and edit all budget data, and manage all users and permissions.
    • Admin: View and edit all budget data, but cannot manage users or permissions.
    • User: View-only access (no ability to make changes).
  • Partner User: Access only to specific warchests  you select and view-only access.
      • If assigning a Partner User, check the boxes for the warchests they should be able to see.
Best Practices
  • Use Owner access sparingly, as it grants full control over the account.
  • Assign Admin access to team members who need to manage data but not users.
  • Choose Partner User access for external collaborators, limiting them only to the budgets they need.
  • Review user permissions regularly to ensure appropriate access.