What are the available Account Roles & Permissions?
Quick answer: There are six account roles — Owner, Admin, Billing, Service, Visitor, and Guest — each with different levels of access to account settings, billing, and service management. Owner holds full authority; Guest has the lowest access, limited to quote requests and contract signing.
Roles in order of access
Owner: full control over the account — billing, service, contacts, and the only role that can assign Admin. Typically the legal owner of the account.
Admin: manages billing, service, and contacts. Can't promote other contacts to Admin (Owner does that).
Billing: full billing access across the account (invoices, payments, receipts) but no service visibility.
Service: full service access (scope, notifications, site info) but no billing visibility.
Visitor: scoped-down billing access — can see one or more specific Billing Entities, not the full account.
Guest: no admin rights; can only request quotes, request scope changes, and sign contracts.
How to set and change roles
Log in to the client portal at monsterportal.ca, go to Account Contacts, and edit each contact. Only Owners and Admins can modify account-wide roles. Owner-level changes (new Owner, ownership transfer) require support — email contact@monsterplow.ca.