Project and Team Management

Assigning Roles to New Users When Inviting Them

Learn how to assign the right role—Admin, Accountant, or Member—when inviting someone new to your ExpenseMonkey workspace.

When you invite someone to your ExpenseMonkey workspace, you can immediately choose the role that fits their responsibilities—Admin, Accountant, or Member.

Here’s how to assign a role during an invite:

  1. Go to SettingsUsers and Groups
  2. Click the "Invite New User" button
  3. Enter the user's email address
  4. Choose the appropriate role from the dropdown:
    • Admin – Full access, including settings and billing
    • Accountant – Same as Admin but no access to billing
    • Member – Submit expenses only
  5. Click Send Invite

Once the user accepts the invitation, they’ll automatically join with the role you selected.

💡 Tip: You can always change their role later if their responsibilities shift.