Role Recommendations
Which roles should I give to which teammates?
Which roles should I give to which teammates?
Selecting the right roles for your team can be challenging in some platforms - you want to give your team as much access as they need, but no more - but not in MonetizeNow.
As a standard structure we recommend the following assignments,
| Team | Title | Recommended Role | Description |
|---|---|---|---|
| Revenue Operations | Manager+ | Tenant Admin | Full permissions to take any action across MonetizeNow. |
| Revenue Operations | Associate | Read-Only | Full visibility across the entire MonetizeNow platform |
| Sales | Director+ | Sales Admin | Can create and update any quotes and accounts, and can make changes to quote settings and configurations. |
| Sales | Manger | Sales Full | Can create and update any quotes and accounts. |
| Sales | AE | Sales | Can create and update accounts and quotes that they own. |
| Finance | Director+ | Billing Admin | Can create and edit all accounts and bill groups, read-only access to all quotes, and can make changes to billing settings and configurations. |
| Finance | Manager | Billing + Sales Read Only | Can create and edit all accounts and bill groups; can view all quotes |
| Finance | Junior | Billing Read Only + Sales Read Only | Can view all accounts, bill groups, and quotes |
| Legal | Any | Approver Only | Can see the approvals dashboard and any quotes where they are an approver. |
| Marketing | Any | Reporting | Can review and create bespoke reporting dashboards and track business analytics. |
| Product | Any | Reporting | Can review and create bespoke reporting dashboards and track business analytics. |
| Engineering | Any | Reporting | Can review and create bespoke reporting dashboards and track business analytics. |
For a detailed review of what is granted in each role,
:white-check-mark: Write Access | :ballot-box-with-check: Read Access | :heavy-check-mark: Limited Write Access (to their assignments)
| Component | Tenant Admin | Sales Admin | Sales Full | Sales | Billing Admin | Billing | Approver | Reporting | Read-Only |
|---|---|---|---|---|---|---|---|---|---|
| Accounts | :white-check-mark: | :white-check-mark: | :white-check-mark: | :heavy-check-mark: | :white-check-mark: | :white-check-mark: | :ballot-box-with-check: | ||
| Quotes | :white-check-mark: | :white-check-mark: | :white-check-mark: | :heavy-check-mark: | :ballot-box-with-check: | :ballot-box-with-check: | :ballot-box-with-check: | :ballot-box-with-check: | |
| Contracts | :white-check-mark: | :white-check-mark: | :white-check-mark: | :heavy-check-mark: | :ballot-box-with-check: | :ballot-box-with-check: | :ballot-box-with-check: | :ballot-box-with-check: | |
| Billing Info | :white-check-mark: | :white-check-mark: | :white-check-mark: | :white-check-mark: | :white-check-mark: | :ballot-box-with-check: | |||
| Payments | :white-check-mark: | :white-check-mark: | :white-check-mark: | :white-check-mark: | :white-check-mark: | :ballot-box-with-check: | |||
| Credits | :white-check-mark: | :white-check-mark: | :white-check-mark: | :white-check-mark: | :white-check-mark: | :ballot-box-with-check: | |||
| Invoices | :white-check-mark: | :white-check-mark: | :white-check-mark: | :white-check-mark: | :white-check-mark: | :ballot-box-with-check: | |||
| Approvals | :white-check-mark: | :heavy-check-mark: | :heavy-check-mark: | :heavy-check-mark: | :heavy-check-mark: | :heavy-check-mark: | :ballot-box-with-check: | ||
| Reports | :white-check-mark: | :white-check-mark: | :white-check-mark: | :white-check-mark: | :white-check-mark: | :white-check-mark: | :ballot-box-with-check: | ||
| Product Catalog | :white-check-mark: | :ballot-box-with-check: | |||||||
| Settings -General | :white-check-mark: | :ballot-box-with-check: | |||||||
| Settings - Quotes | :white-check-mark: | :white-check-mark: | :ballot-box-with-check: | ||||||
| Settings - Billing | :white-check-mark: | :white-check-mark: | :ballot-box-with-check: |
Updated 2 months ago