In the Montonio Partner System, it's possible to create 3 types of users who all have different access levels and responsibilities. Before making new users please read through the article to understand which role is best suited for which of your company's employees.
Here is a quick summary of the functional differences of each user. If you wish to find out more information, read the detailed description of each role down below.
Actions with orders | Employee | Manager | Signatory |
View orders, shipments and applications | Yes | Yes | Yes |
Print out and manage shipping labels | Yes | Yes | Yes |
Export order statements (Orders tab) | Yes | Yes | Yes |
Export payment statements (Payments tab) | - | Yes | Yes |
Make refunds for orders | - | Yes | Yes |
View Payouts and Balances information | - | Yes | Yes |
Managing users | Employee | Manager | Signatory |
Create new employee-level users | - | Yes | Yes |
Create new manager-level users | - | - | Yes |
Create new signatories | - | - | Yes |
Store settings | Employee | Manager | Signatory |
Set up shipping providers | Yes | Yes | Yes |
Activating card payments | - | Yes | Yes |
Activating Bank payment refunds | - | Yes | Yes |
Editing store details (limitations apply) | - | Yes | Yes |
Access API keys | - | Yes | Yes |
Business details | Employee | Manager | Signatory |
Access business details and settings | - | Yes | Yes |
Upload new business documents | - | Yes | Yes |
Download submitted documents | - | Yes | Yes |
View beneficial owners data | - | Yes | Yes |
Employee Role
The employee role is meant for users who need to view orders and take action with shipments. This role cannot alter your business details nor refund orders. Use this for your employees, who just need access to orders and want to print shipping labels.
NB! This role should not be used for developers who need access to API keys.
Manager Role
Managers can access the whole dashboard Montonio has to offer, so consider this when creating new manager-level accounts. Use this role for your accountants if they wish to access order statements and developers, who need access to API keys.
Manager-level accounts should be given to trusted employees, who will be responsible for your business details and activating new services for your store.
Signatory Role
Signatories are the ones who are responsible for all other users under the business. The only difference between signatories and managers is that signatories can make new managers and new signatories.
We suggest giving the signatory role only to employees who have signatory rights in your organization.
How To Add A New User?
NOTE! Only Signatory users can add new Manager level users.
New users can be added in the Partner System:
1. Sign into your account in the Montonio Partner System.
2. On the left-side menu, click - Users.
3. Select New User.
4. Enter the new user's contact information, such as Name, Surname, Email, and Phone Number & assign the type of user (Employee, Manager).
5. Click "Save"
Congratulations! 🥳 Now the newly added user will get an invitation to the email and can successfully sign to the Partner System.
If you have additional questions and need our help, feel free to contact our support team via the chat in the bottom right corner.