Accessing your dashboard
Your MONEI dashboard is where you manage payments, settings, and your account. This page covers how to log in, reset your password, invite other users, and choose what each user can do.
Logging in
To access your account, go to dashboard.monei.com and sign in with your email and password.
Reset your password
If you forgot your password or you want to change it, go to the MONEI dashboard and click on Reset password.
User invites, roles and permissions
You can invite other people to access your MONEI account from Settings → Authorized users. Each user has either:
- one or more roles, which are ready-made sets of permissions, or
- a custom permission list, when no role fits what the user does.
The Roles column shows the roles of each user, or Custom for a user with a custom permission list.
For step-by-step instructions, see adding authorized users.
Additional dashboard users are billed at €1.96 per user per week (VAT-exempt). For current rates, see Pricing.
Roles
| Role | Can | Cannot |
|---|---|---|
| Read | View payments, subscriptions, disputes, and customers, and export payments | Create payments, issue refunds, see invoices and payouts, or change settings |
| Write | Everything Read can, and create payments, issue refunds, capture and cancel payments, respond to disputes, and manage subscriptions and customers | See invoices and payouts, change settings, or manage users |
| Cashier | View payments, and create payments and payment requests (also in MONEI Pay) | Issue refunds, capture or cancel payments, export payments, or see subscriptions, disputes, invoices and payouts |
| Finance | Everything Read can, and see invoices and payouts, and download invoice and payout files | Create payments, issue refunds, or change settings |
| Admin | Everything, including all settings, the bank account, API keys, webhooks, and managing users | — |
Pick the roles in the Roles field when you add or edit a user. A user with more than one role can do everything each of their roles allows. Compare roles in the same dialog shows what each role allows. The dashboard shows each user only the pages and actions their access allows.
Custom permissions
Below the roles, the same dialog lists each area of your account, such as Payments, Customers, Subscriptions and Payouts and invoices. To give a user only the permissions they need:
- In Settings → Authorized users, click Add new user, or open the ⋯ menu of a user and click Edit.
- For each area, choose None, Read or Write.
- To choose single permissions, click the name of an area to open it, then select or clear each permission.
- Click Add or Update.
When you change an area or a permission, the user gets a custom permission list, and the Roles field shows Custom. To go back to roles, pick a role again. If your list has exactly the permissions of one role, MONEI saves that role instead.
A custom permission list stays as you set it. When MONEI adds a new permission to a role, the users with that role get it, but the users with a custom list do not: add it to their list yourself.
Some permissions show a note below their name. In these notes, a preset is a role:
| Note | What it means |
|---|---|
| Only with a preset: Admin | Only the Admin role gives this permission. A custom list can't hold it. This applies to API keys, to managing payment methods and settings, and to security settings, among others. To give the permission, pick the Admin role. |
| Every user holds it | Every user has this permission, and you can't remove it: view the account, use the support chat, switch accounts, and see and disconnect their own connected apps. |
| Also turns on: … | The permission needs other permissions to work, so MONEI adds them together. For example, Refund payments also turns on View payments if the user doesn't have it yet. |
Who can change user access
- Only a user with the Manage users permission can add, edit or delete users. The Admin role has it, and you can add it to a custom list.
- You can only give roles and permissions that you have yourself. The dialog disables the levels and permissions you don't have.
- You can't edit or delete a user who has a permission that you don't have.
- You can't change your own access. Your own user isn't in the list.
Changes apply within 60 minutes, or when the user signs in again. When you take access away from a user, MONEI also signs that user out on every device.
Store and point-of-sale users
You can also scope a user to a single store or point of sale so they only see and create payments for that location. A scoped user can hold only the Read, Write, and Cashier roles, or a custom list made of permissions from these roles — an Admin or Finance user can't be limited to a store or . You set the access and the scope in the same dialog you invite the user from. When you pick a store or point of sale, the dialog removes the roles and permissions that a scoped user can't have.
A user with a custom permission list needs MONEI Pay 2.13.0 or later. An earlier version of the app can show this user's payments, but doesn't let them take payments, issue refunds or send payment requests. Before you give a custom list to a store or point-of-sale user, update the app on their devices.
Scoping also changes which payments the user sees.
A user scoped to a store or point of sale only sees payments tagged with that storeId or pointOfSaleId. If a payment is created without the matching ID, that user will not see it in their dashboard. When you use scoped users, make sure every payment carries the right ID — either by passing it in the API, or by having the user create the payment in the dashboard or MONEI Pay, which inherits their assignment automatically.
Common questions
How do I update my email and notification preferences?
Go to Settings → Emails in your dashboard, click Marketing email preferences, update your preferences, and click Save.
Why can't I give a user a permission?
The dialog disables a permission that you don't have yourself, and, for a user scoped to a store or point of sale, a permission that a scoped user can't have. A permission marked Only with a preset comes only with the role it names: pick that role instead of a custom list. See custom permissions.
How do I cancel my MONEI account?
Contact support and someone from our team will help you close your account.
Does MONEI offer phone support?
MONEI doesn't offer phone support. You can contact support through the chat or by email.
Can I leave a review for MONEI?
Yes, and we'd appreciate it. You can review MONEI on our G2 profile. Use your personal email and your own name (not your business name) to avoid friction while submitting.
Can MONEI help with custom development tasks?
We maintain a list of agencies and freelancers that can help with custom MONEI tasks. View the MONEI Experts list.