The Manager role is a more restricted role than the Admin role. The Manager role can be assigned to team leads or office managers depending on your organization's particular needs. Admins and the Account Holder decide individually what permissions each Manager has access to, for their team or the whole company.
The following use cases can help company Admins and the Account Holder decide what the best set up is for their company.
I want my Office manager or my financial assistant to manage my company spending without having the right to invite new Admins - For this use case, create a Manager and choose the whole company permission scope. You can give the permission to Managers to transfer money internally and externally and have access to the company’s accounts balances. However, Managers are not allowed to invite new Admin on Qonto.
I want my team lead to manage their team spending and invite new members to their team - For this use case, create a Manager and give permissions to one team scope only. Managers can manage their teams’ spending with autonomy: can transfer money, manage cards (create/delete), and card requests (approve/reject). And they have access to the financial information of their team accounts (transaction history of their team members).
I want my employee to manage internal and external transfers, without having the right to approve card requests - For this use case, create a custom Manager role, since the Admin roles can approve all cards request. With the customization of the Manager role, you restrict the permission of Managers to approve card requests.
I want my employee to invite new Admins - For this use case, create an Admin role, since only Admins are permitted to invite new Admins, and change roles of employees.