Owner’s access level
The Account Owner (a person that registered the company) has admin access to the portal.
Admin access includes all the features of the purchased subscription plan.
Available account owner tabs and features:
Dashboard – read simple reports of the account.
➝ Estimates – create, update, delete, send to clients, convert to project, convert to invoice, clone, approve etc – more on Estimates.
➝ Invoices (Invoices, Recurring Invoices, Received Invoices) – create, update, delete, send to client, clone, print, create recurring invoice profile etc – more on Invoices.
➝ Payments – create, view, update, delete – more on Payments.
➝ Products (Tasks, Items, Units) – create items and tasks, update, delete – more on Products.
➝ Expenses – create, update, delete, clone – more on Expenses.
➝ Expense categories – create, delete – more on Expense Categories.
➝ Mileages – create, update, delete, clone – more on Mileage Tracking.
Time & Projects
➝ Projects – create, update, delete, assign staff members etc – more on Projects.
➝ Time Tracking – log time, track time, use a timer for time counting – more on Time Tracking.
➝ Team Timesheet – track time of staff members, log hours to timesheet of a staff member – more on Team Timesheet.
➝ Team Monitor – more on Team Monitor.
➝ Presence Time Calendar – more on Presence Time Calendar
Banking – add/remove payment methods – more on Banking.
Reporting – read account reports – more on Reporting.
Quick Toolbox – quick access to create new clients, estimates, invoices, expenses, log hours.
Company settings – customize the account – more on Account Settings.
Profile Settings – change owner information – more on My Profile.
How to change the Account Owner
MoneyPenny allows you to change the account owner. You can do it from the user menu -> Subscription:
Click “Change Account Owner”, then choose the user who will be the new account owner.
Note: this list includes only admins, so if you don’t see the needed user in this list it’s probably because you first have to make him an admin on the “Edit Staff” page.
After clicking “Change now”, both you and the user will receive an email confirmation about this action.
Note: once completed this step, the Account Owner will become an admin of this account and will not have access to the Subscription page.