Reference guide for all user roles in Monta Hub, including Admin, Operations Manager, Bookkeeper, and Support Agent. Use this article to understand what each role can access and manage.
Reference guide for all user roles in Monta Hub, including Admin, Operations Manager, Bookkeeper, and Support Agent. Use this article to understand what each role can access and manage.
For: Operators using Monta Hub
When you have a Business or Enterprise account in Monta, you are able to provide different types of access to your financial and other accounts, by assigning them a specific role in your Monta account.
These roles have limited permissions for actions in Monta Hub. The goal is to enable different people in your organization to perform reviews of transactions, financial reporting, and bookkeeping.
The current guide provides an overview of the different roles available in Monta Hub. If you want to learn how to practically assign or edit a role, see the Manage your Operator account article in this help center.
Operator level roles
These are roles available for Operator accounts. You can access the roles by navigating to your Operator Settings page and selecting the “Members” tab.
Role
Description
Admin
This role suits someone who needs access to everything under the Operator profile, including client accounts. Admins can view, create, update and delete items wherever it’s possible, as well as other task-specific actions.
OperationsManager
This role suits someone who manages operations. Operations Managers can access all accounts, and update and create new items. They cannot withdraw or deposit money.
Bookkeeper
This role suits someone working on financial tasks. Bookkeepers can view transactions, wallet, and all finance-related areas in Hub, so they can track payments and finances. They can also withdraw and deposit money, and make refunds.
SupportAgent
This role suits someone working in either technical or customer support. Support Agents can view all relevant areas in Hub, so they can answer users’ questions and troubleshoot easily. They cannot update or create new items.
The following tables represent how much the different Operator users can access and manage.
Bank accounts cannot be deleted, no matter of the user role, both on Account and Operator level.
Operators can decide if the Accounts under the Operator have the ability to edit their bank account. If you are an Operator user and want to limit the ability to edit Account bank accounts, reach out to your Customer Success Manager.
