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:
- Go to Settings → Users and Groups
- Click the "Invite New User" button
- Enter the user's email address
- 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
- 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.
