Check a colleague's account role

Openness is the default. Editing and money aren't

The built-in account roles grant project visibility to most staff, but custom account roles can hide projects entirely. That's deliberate, most of the time you want the whole team to know what the practice is working on, not to guess at it. What actually needs deciding, person by person, is narrower: who can change things, and who gets to see the money. That's what an account role controls, and it's worth checking rather than assuming, because a role set slightly too generous or slightly too tight is easy to miss until it matters.

We'll check the role set for Priya Sharma, then use Preview to see Monument exactly as she does, rather than just trusting the setting.

Four roles, two questions each

An account role controls five firm-wide areas: organisation financials, projects, expense claims, reports, and clients. Each area can be Hidden, View, or Edit, so the role decides more than editing and money visibility.

• Admin runs the whole organisation, settings and everyone's access included.
• Project Manager creates and runs projects and sees the financials, without administering the organisation itself.
• Viewer sees everything, money included, but changes nothing, useful for a principal who wants oversight without a hand on the plan.
• Contributor can view every project, but can only edit project work where their project role allows it. Organisation financials, reports, and clients stay hidden, and Contributor is the default for anyone newly added.

Pick by what the job actually requires, not by how much you trust the person. Trust isn't the question here.

Check the role from their profile

A person's role sits on their Access tab, right next to their login.

1. 1

   Open Resources and click Priya Sharma to open her profile.

2. 2

   Go to the Access tab and click Edit.

3. 3

   Open the Account Role dropdown. Contributor is already selected, and it's the right fit, so close the editor without changing anything.

   

Confirm it with Preview, don't just trust the label

Setting a role correctly and knowing what it actually restricts are two different things. Preview switches Monument into that person's view directly, so you see the app with their access instead of yours.

1. 1

   On the Staff list, click Preview on Priya Sharma's row.

2. 2

   Look at the menu on the left. Invoicing is gone entirely, a Contributor never sees the money.

3. 3

   Click Stop Preview to return to your own admin view.

Where the four roles are actually defined

Open the Permissions tab in Resources to see the full Account Permissions table, every built in role laid out with exactly what it can reach. If the four built ins genuinely don't fit a situation, New Role starts a custom one from there, though most firms never need to.

Troubleshooting

• No Preview button showing. Preview is available to administrators on every Staff list row. If it is missing, confirm your own account is an administrator.
• Changed a role but nothing looks different yet. The role saves immediately. Someone who already has Monument open may need to reload cached permissions; a preassigned role applies when they accept their invite. Use Preview to check the saved role now.
• A Contributor can't edit a project they're actually working on. A Contributor can see a project but cannot edit it. The built-in Contributor role grants firm-wide project viewing. Check their project role to see whether they can edit tasks, resources, or time on that job.

Where this fits next

You've confirmed a person's organisation-wide access and verified it with Preview. To open one specific project to a group and decide how deep each person goes on that job specifically, see control who works on a project.