💡 First of all, click here to learn how to invite a member before assigning a role.
There are five types of roles in the Qonto app:
The Account Holder can access all sections and perform any action: invite or disable access of any members.
The Admin role is granted the same rights as the Account Holder. However, unlike the Account Holder, an Admin is not allowed to request account termination.
The Manager (available on Business and Enterprise plans) allows for customized permissions for each manager, so they can see and do only what the Admin or Account Holder has decided. The Manager can have access to the following permissions: expense management, team management, financial monitoring, and bookkeeping. However, the Manager can't set up or manage accounts, change role status, or edit subscriptions.
👉 Click here for more details on custom permissions for Managers
The Employee role limits access to company information.
The Accountant (available on Smart, Premium, Essential, Business and Enterprise plans) role has been designed to suit the needs of your external accountant, finance advisor, manager or CPA. The feature allowing transfer requests is only available on Business and Enterprise plans.
You can compare the permissions allowed for each role on the table below:
Hint: We recommend that you carefully select the most appropriate role for each and every one of your team members to make the most of Qonto and create the most efficient teamwork environment.
You can always change the role of a user from the Team expenses section page of your interface, by clicking on Team members and select the relevant membership.
💡 If you wish to change Employee access to Admin or Manager access and you have configured Strong Customer Authentication on your account, you will receive a confirmation request on your associated phone.
The Admin or the Account Holder can control the level of access they want to give to the Manager. They can either choose to grant specific permissions:
at the level of their team
or to manage all team
Click here for more details about the custom permissions for Managers.