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,

TeamTitleRecommended RoleDescription
Revenue OperationsManager+Tenant AdminFull permissions to take any action across MonetizeNow.
Revenue OperationsAssociateRead-OnlyFull visibility across the entire MonetizeNow platform
SalesDirector+Sales AdminCan create and update any quotes and accounts, and can make changes to quote settings and configurations.
SalesMangerSales FullCan create and update any quotes and accounts.
SalesAESalesCan create and update accounts and quotes that they own.
FinanceDirector+Billing AdminCan create and edit all accounts and bill groups, read-only access to all quotes, and can make changes to billing settings and configurations.
FinanceManagerBilling + Sales Read OnlyCan create and edit all accounts and bill groups; can view all quotes
FinanceJuniorBilling Read Only + Sales Read OnlyCan view all accounts, bill groups, and quotes
LegalAnyApprover OnlyCan see the approvals dashboard and any quotes where they are an approver.
MarketingAnyReportingCan review and create bespoke reporting dashboards and track business analytics.
ProductAnyReportingCan review and create bespoke reporting dashboards and track business analytics.
EngineeringAnyReportingCan review and create bespoke reporting dashboards and track business analytics.

For a detailed review of what is granted in each role,
✅ Write Access | ☑️ Read Access | ✔️ Limited Write Access (to their assignments)

ComponentTenant AdminSales AdminSales FullSalesBilling AdminBillingApproverReportingRead-Only
Accounts✔️☑️
Quotes✔️☑️☑️☑️☑️
Contracts✔️☑️☑️☑️☑️
Billing Info☑️
Payments☑️
Credits☑️
Invoices☑️
Approvals✔️✔️✔️✔️✔️☑️
Reports☑️
Product Catalog☑️
Settings -General☑️
Settings - Quotes☑️
Settings - Billing☑️