💡 First of all, click here to learn how to invite a member before assigning a role.
There are five types of role in the Qonto app:
The Account Holder can access all sections and perform any action : invite or disable access of any members. This role also allows to create a transfer, order new cards and manage existing payment cards, etc.
The Admin role are granted the same rights than the Account Holder. However, unlike the Account Holder, an Admin is not allowed to request an account termination.
The Manager (available on Business and Enterprise plans) role 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 subscription.
👉 Click here for more details on custom permissions for Managers
The Employee (available on Essential, Business and Enterprise plans) role limits access to company information. A user with an Employee role can only see its own transactions, details, cards, etc. Users with an Employee role can also initiate transfers pending approval or request virtual or Flash* cards from an Admin or a Manager through the Requests feature.
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. This role gives your accountant a 'view-only' access to your transaction history, download attached receipts and the ability to set VAT rates, notes and categories.
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 Settings & Team page of your interface, by clicking on 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.
*only for Business and Enterprise subscription