Description of Roles and Access Levels

MONESQ has 5 pre-defined roles; Account owner, Admin, Budget owner, Card user and Bookkeeper. Users can not edit or delete the pre-defined role but may create as many custom roles as needed.

Owner: 

• The Owner has Super Admin capabilities with protected privileges (other Super Admins cannot modify Owner privileges) 
• Initially, the user who completes the merchant application during the onboarding process becomes the Owner by default.

Super Admin: 

• Full control of system and data elements  
• Authorized to write checks & make transfers from Trust account
• Super Admin can add additional users to the account
• Super Admin can promote another user to be Super Admin

Admin: 

• Full control of data elements  (Create, View, Edit, Delete)
• Authorized to write checks & make transfers from Trust account

Limited user: 

• Can make time & expense entries on assigned matters
• Can process inbound payments
• Cannot see financial summary data 

Read-only user: can only view, cannot edit. 

Assign a role:

Navigate to the 'Settings' menu on the left navigation bar and select the 'Team Members' tab. Click on the desired team member and modify their access level at the bottom of the page.