Project and Team Management

Understanding Roles and Permissions in ExpenseMonkey

ExpenseMonkey offers two main roles to manage your workspace effectively:

January 16, 2025

1. Admin/Manager

  • Role: Responsible for setting up the project workspace, inviting users, and exporting reports.
  • Permissions:
    • Full Access:
      • Projects
      • Expenses
      • Reports
    • Settings Access:
      • Organization settings
      • Users and groups
      • Expense categories
      • Account settings

2. Member

  • Role: Files expenses within the workspace created by the admin/manager.
  • Permissions:
    • As a member, you can create new experiences and submit them (including leaving a comment). You can also resubmit if your expense was rejected.
    • Members cannot change any of the organizational settings or create new projects and categories.

‍

Why Choose ExpenseMonkey for Expense Tracking?

ExpenseMonkey simplifies expense tracking for every type of use case. Discover how industries rely on us:

‍