MoneyBook lets your team record money with the limits you set. These guides explain the roles (primary admin, admin and employee) and the Book roles for employees (View, Data Operator and Book Admin), how to add members or invite someone new by email or WhatsApp, how to change or remove access, the rules you can set for data operators such as no backdating or a hidden balance, and the Activity screen that shows who added, edited, deleted or restored every entry.
- Roles explainedPrimary admin, admin and employee.
- Book roles: View, Data Operator, Book AdminWhat an employee can do in one Book.
- Add a team memberFrom your contacts, from people already on MoneyBook, or by typing.
- Invite someone who is not on MoneyBookBy email or on WhatsApp, with a download link.
- Invitations you receivedAccept or decline an invitation to join a business.
- Invitations you sentSee their status, resend, or cancel.
- Book access from inside a BookGive or change access without leaving the Book.
- Change a member's role or accessMake an employee an admin, or change their Books.
- Remove a memberThey lose every Book of this business, on every device.
- Rules for data operatorsBackdating, editing own entries, hiding the balance.
- Activity: who did whatEvery add, edit, delete and restore, with the person's name.
- Book move requestsAnswer an employee's request to move a Book.