Each member's access is defined by a role. A role sets the limits of possible actions on a Qonto account.
Owner
This role can access all sections and perform any action. They have a full access and they can request the account closure.
Admin
This role is granted the same rights as the Owner. However, they are not allowed to request the account closure.
Manager
The manager role is divided into two levels of permissions :
- Basic Manager : available with Business and Enterprise plans.
- Advanced Manager : available through the add-ons Account Payable and Expense & Spend Management.
Both roles are customizable, allowing users to access only the features designated by then Admins or the Owner. Their scope of permissions apply either on a Team level or at the Whole company level.
Note: All reviews and approval permissions are part of the Advanced Manager role only.
You will find the details about the manager role here.
Both Basic and Advanced Manager roles have access to the Client Invoices feature.
Employee
The Employee role access is limited to their own transactions, receipts, and uploaded invoices. If assigned, they can hold a card and make payments with it.
Additionally, with the Business and Enterprise plans, they can submit transfer requests.
Accountant
This role is available from the Smart plan. It has been designed to suit the needs of your external accountant, finance advisor, manager, or CPA. With Business and Enterprise plans, they are also able to make transfer requests.
You can compare the permissions allowed for each role in the table below:
We recommend assigning a role that fits each team member's needs to make the most out of Qonto and achieve maximum collective efficiency.
Note: All roles have access to both the main account and all sub-accounts. However, the actions users can perform within these accounts vary based on their role permissions. Currently, it's not possible to restrict access to specific sub-accounts.
You can customize approval workflows for transfer and reimbursement requests, allowing you to define which roles can validate a request depending on the amount you set. If you have the Account Payable or the Expense and Spend Management add-on, please visit How to customize workflow approval for transfer and reimbursement requests?.
For more details, check this article 👉 How to invite a new team member