Adding Users

How to add different users in Warchest and the different permissions you can grant them

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 .
     
     
5. If assigning a Partner User, check the boxes for the warchests they should be able to see.
   
   
6. Save the new user.
   
   

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.