Each member's access is defined by a role. A role sets the limits of possible actions on a Qonto account. There are five types of roles:
Account Holder
He can access all sections and perform any action. He has a full access and can request the account closure
Admin
He is granted the same rights as the Account Holder. However, is not allowed to request the account closure.
Manager
The manager role is divided into two levels of permissions :
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- Basic Manager : available with Business and Enterprise plans.
- Advanced Manager : available through add-ons Account Payable and Expense & Spend Management.
Both roles are customizable, allowing users to access only the features designated by the Admin or the Account Holder. Their scope of permissions will apply either on a Team level or at the Whole company level.
💡Good to know : All reviews and approval permissions are part of the Advanced Manager role only. You will find the details about the manager role here.
Employee
Their access is limited to their own transactions, receipts and uploaded invoices. If assigned, they can hold a card and make payments with it. Additionally, under the Business and Enterprise plans, they can submit transfer requests.
You can compare the permissions allowed for each role in the table below:
Accountant
This role is available from 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.
We recommend assigning a role that fits each team member's needs to make the most out of Qonto and achieve maximum collective efficiency.
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
💡️ Note: All roles can access both the main account and all sub-accounts. The only difference is in the activities that can be performed within the account. There is currently no way to restrict the access to a specific sub-account.