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Add a User to Chartbeat

Use this workflow to invite the collaborator into your Chartbeat account.

Prerequisites

  • Verify which Chartbeat account (organization) and site groups the collaborator should access.
  • Confirm whether login is via username/password or SSO. If SSO, pre-create the user in your identity provider.
  • Collect the collaborator’s service account email and choose the default role (Admin vs. User).
  • Ensure you have Account Administrator rights.

Invite the Service Account

  1. Log into Chartbeat and open Settings → Users.
  2. Click Invite Users and enter the collaborator’s service account email.
  3. Select the appropriate Role (Administrator for configuration support, User for dashboard-only work).
  4. Choose the Sites or Groups the account should access. Include staging properties if QA is required.
  5. Add an optional note referencing the engagement or ticket number, then send the invitation.

After the Invitation

  • Chartbeat emails the invite instantly. Confirm acceptance and verify the account appears under Active Users.
  • Share any MFA, VPN, or password rotation policies with the collaborator’s team.
  • Update your access tracker and store the invite confirmation per compliance procedures.

Troubleshooting

  • Email not delivered: Resend the invite and allowlist @chartbeat.com in your mail gateway.
  • Site not visible: Edit the user and confirm the correct site groups are checked.
  • Need temporary access: Set an expiration reminder tied to the project end date.