Once your Qonto account is up and running, you can invite additional team members on Qonto and give them specific rights and permissions corresponding to their roles in the company and assign them to a team.
How to invite a new member to my Qonto account?
You can invite a new team member by following the few steps below.
From your computer: in your left-hand menu, click on Team expenses > Team members, and on Invite a team member, in the top right corner of the screen.
From your mobile app: go to More > Members > select the Plus symbol.
Define a role for this member. To learn the details about each role, refer to What are the different roles available?
Assign your new member to a team. If you have an Essential, Business or Enterprise plan, you can rename these teams, and create up to 100 teams attached to your company (more information).
Finally, review and confirm the information. Once you have confirmed, an invitation email to join the account will be sent immediately to the email address you provided for your new member.
How to disable or reactivate a member's access?
You might want to disable a member's access to your Qonto account when this person leaves your company, for example.
From your computer, go to Team Expenses and click on Members. From your mobile app, go to More at the bottom right > Team Members.
Select the user's profile and use the Disable access button.
To reactivate the access, go back to the Members section and select the user profile: you will be able to select the Enable access again button.
How to invite my Accountant to Qonto?
By giving your accounting department access to Qonto, you make it easier for your accountant to complete value-added tasks for your business:
Check on the balance and export transactions with unlimited history
Collect and request all the spending receipts
Verify, comment, and sort out the transactions with labels, VAT rates, etc.
Request a transfer (for Business and Enterprise plan)
Since accountants have read-only access and cannot use payment cards, they are not required to complete the identity check. However, the procedure to invite them remains the same as any other role.
How to invite my Employee to Qonto?
Employee roles are not required to complete the identity checks by providing their identity document, they will still be able to make transfer and card requests.
However, they will be requested to register an identity document only when requesting a virtual card or getting a physical card. They can submit their document, at any time, through the app via their personal profile.