Mirror your organizational structure on Qonto to monitor your teams' expenses, track card usage and delegate tasks, all in one place. Teams let you group members, assign a Manager to each team and get a clear view of activity by department.
Team editing is available on the Essential, Business and Enterprise plans. Solo, Smart and Premium plans can assign one of Qonto's eight preset teams to their members. On 💻 web, Owners and Admins can create, rename, delete and view teams. On 📱 mobile, you can create a team while inviting a member and filter by team in the User access section.
How do I create a team?
On 💻 web:
- Go to User management > Team management.
- Click Create team in the top right corner.
- Enter a team name and click Create new team.
- Add members by inviting new ones or reassigning existing members from another team.
On 📱 mobile:
- On the Menu, tap Settings.
- Tap Team members to start inviting a new member.
- When prompted to assign a team, tap Create a new team.
- Enter a team name to create it right away.
Good to know: You can create up to 500 teams. Each team can have one Manager. If you give a Manager the "Invite team members as Employees" permission, they can build and populate their own team independently.
Good to know: To learn how to invite a new team member, see How to invite and manage team members within my Qonto account?
How do I rename a team?
On 💻 web:
- In the Team management section, click the three dots in the top right corner of the team card.
- Click Rename team.
- Enter the new name and click Rename.
How do I delete a team?
Before you can delete a team, reassign all its members to another team from the User management section.
On 💻 web:
- In the Team management section, click the three dots in the top right corner of the team card.
- Click Delete team and confirm.
How do I view a team's activity?
Once your teams are set up, you can filter transactions, cards, and members by team to get a clear picture of each team's spending.
On 💻 web:
- Go to User management > Team management
- Click the wallet icon (Transactions) to view all transactions from that team's members
- Click the card icon (Cards) to view all cards assigned to that team's members
Good to know: Filters can also be accessed directly from the User management, Transactions and Cards sections.
Which roles can create and view teams?
- Owners and Admins: Can create, rename, delete, and view all teams across the organization
- Managers: Can view the members, transactions, and cards of the team(s) they are assigned to
- Managers with "Invite team members as Employees" permission: Can also invite Employees to the teams they manage
Good to know: For a full breakdown of roles, see What roles are available on Qonto and which one should I assign?