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Permissions & Roles Reference

Access in Monitr is controlled through roles. When you add a user to a team, you assign them a role that determines what they can see and do. Roles are presets — you select one from a dropdown; there is no manual permission assignment.

The available roles depend on the type of team:

  • Entity teams — teams linked to specific entities use the entity roles
  • Default team — the organisation-level team uses the organisation roles

Entity team roles​

These roles appear when assigning users to a non-default team.

Entity administrator​

Full read and write access to all entities assigned to the team. This role can manage all entity data — reporting structures, forecasts, budgets, adjusting entries, entity settings, and imports.

Grants access to: Dashboard, Reports, Forecasts, Reporting Structure, Validations, Adjusting Entries, Annual Accounts, Entities, and Create Booklet.

Entity reports with transactions​

Read-only access to reports and the ability to drill down into individual GL transactions. Cannot edit any entity or organisation data.

Grants access to: Dashboard, Reports (with drill-down), and Create Booklet.

Entity reports without transactions​

Read-only access to reports. Cannot view individual GL transactions or edit any data.

Grants access to: Dashboard, Reports (no drill-down), and Create Booklet.

Only receivables​

Read-only access to the receivables section of the Outstanding Items dashboard only.

Grants access to: Dashboard (Outstanding Items — receivables only).

Organisation team roles (default team)​

These roles appear for the default team, which spans the whole organisation. They include both entity-level access and consolidation access (Premium).

Organisation administrator​

Full read and write access to the organisation and all its entities. Can manage all organisation data, teams, integrations, billing, and entity settings.

Grants access to: All sidebar items including Organisation Settings, Integrations, Teams, and Billing.

Organisation reports with transactions​

Read-only access to reports for all entities and consolidation reports, including GL drill-down at both entity and consolidation level. Cannot edit any data.

Grants access to: Dashboard, Reports (with drill-down), and Create Booklet — at both entity and consolidation level.

Organisation reports without transactions​

Read-only access to reports for all entities and consolidation reports. Cannot view GL transactions or edit any data.

Grants access to: Dashboard, Reports (no drill-down), and Create Booklet — at both entity and consolidation level.

Sidebar itemEntity adminEntity reports (with/without transactions)Only receivablesOrg adminOrg reports
Dashboard✓✓✓ (receivables only)✓✓
Reports✓✓—✓✓
Forecasts✓——✓—
Reporting Structure✓——✓—
Validations✓——✓—
Adjusting Entries✓——✓—
Annual Accounts✓ ¹————
Entities✓——✓—
Integrations———✓—
Teams———✓—
Billing———✓—
Organisation Settings———✓—
Create Booklet✓✓—✓✓

¹ Annual Accounts is only shown if the entity has an annual accounts integration connected.

Notes​

  • A user with no team assigned has no access to any entity or organisation data
  • A user can be in multiple teams — permissions are unioned, so the most permissive role always applies
  • Entity assignment at the team level further restricts which entities a user can see, regardless of their role
  • In consolidation mode (Premium), the sidebar switches to organisation-level views; entity-specific items (Forecasts, Entities, Integrations) are not shown