Teams and collaboration

How to add team members to your organization

There's no separate admin install. As an organization lead or admin, you set up Chartbuddy through the regular installation flow, then manage your team from the Chartbuddy dashboard.

Step 1: Install Chartbuddy

Install Chartbuddy from the Chrome Web Store and complete the setup flow like any other user. See How to install Chartbuddy.

Step 2: Log in to your Chartbuddy dashboard

Go to chartbuddy.io and log in. This is where you manage your organization, users, and billing.

Chartbuddy dashboard after logging in
Chartbuddy dashboard after logging in

Step 3: Go to Users

In the dashboard, navigate to the Users section. Here you can see your current team members and invite new ones.

Users section in the Chartbuddy dashboard
Users section in the dashboard

Step 4: Invite team members

Invite colleagues from your organization by email. They'll receive an invitation to join your Chartbuddy organization.

Once they accept and install the Chartbuddy extension, they are automatically:

  • Added to your organization as members
  • Added to your payment cycle and invoice (if you're on Chartbuddy Pro)
Invite dialog with email field
Invite dialog with email field

Managing users

From the Users section you can:

  • See all current members of your organization
  • Invite new members
  • Remove members
  • Assign admin rights

When you add or remove members on a Pro plan, your billing adjusts accordingly.

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