Understanding User Roles in ExpenseMonkey
To keep your workspace secure and organized, ExpenseMonkey lets you assign different user roles with specific permissions. Whether someone is managing projects, submitting expenses, or just needs access to reports, there's a role for them.
Here’s an overview of each role and what they can (and can’t) do:
Admin
Best for: Business owners, team leads, or anyone managing the workspace.
Permissions:
- ✅ Create & manage projects
- ✅ Submit, review & approve expenses
- ✅ View & export reports
- ✅ Access all organization settings:
- Users and groups
- Expense categories
- Account settings
- Billing details
Admins can:
- Invite and manage users
- Assign or change roles
- Fully configure how ExpenseMonkey works for the organization
Accountant
Best for: External accountants or finance team members who need access to financial data without managing account details.
Permissions:
Same as Admins, except:
- ❌ Cannot access or change billing details
Accountants can:
- View and export all expense and report data
- Submit or review expenses
- Access project-level and workspace-wide financial information
- Manage categories and user roles
Member
Best for: Team members who only need to submit expenses.
Permissions:
- ✅ Create and submit expenses
- 💬 Leave comments and notes
- 🔁 Resubmit rejected expenses
- ❌ Cannot access reports, settings, or see other users’ submissions
Members cannot:
- Change any organization or account settings
- Invite users or assign roles
- View data beyond their own expenses
Assigning or Changing Roles
- To assign a role when inviting someone:
Go to Settings > Users and Groups → Click Invite New User → Enter their email and select a role. - To change an existing user’s role:
Go to Settings > Users and Groups → Click the three dots next to their name → Select Edit → Choose the new role.
Why Choose ExpenseMonkey for Expense Tracking?
ExpenseMonkey simplifies expense tracking for every type of use case. Discover how industries rely on us:
- Accountants
- Churches
- Construction
- Education
- Legal
- Nonprofit Organizations
- Personal Trainers
- Plumbers
- Professional Services
- Real Estate
- Self-Employed
- Small Businesses
- Startups
- Trucking
