ThomasCdnns/qonto-open-qa huggingface dataset:
Question: Which role should I assign to my employee: Manager or Employee?

Answer: The Employee role is available  on Essential, Business and Enterprise plans , while the Manager role is only on the  Business and Enterprise team plans .   The Employee has a more restricted access than the Manager which comes with a certain level of delegation. The role you will assign to your employee or team lead depends on your organisation's particular needs.   We describe below a couple of use cases that will help Admins and the Account Holder decide what's best for their company. I want my team leads to handle the expense management for their own team and I trust them to spend the company money in line with the pre-agreed company policies.  - You can assign them the Manager role, it will allow your team leads to independently manage the spending for their team.   I want my manager to be able to import invoices, review them, pay or request payment  - You can assign them the role of Manager with the  Whole company  scope, and activate the permission  Upload and set up supplier invoices . If you’d like them to pay all invoices or some invoices within payment limits, you will need to enable  “Make and approve transfers, and reimburse expense reports”.  Note that if they do not have transfers permissions or they have reached their transfers limits, they will be able to make a transfer requests in the Supplier Invoice section.   I need my team lead to be able to create cards for their team.  - You will need the Manager role, as users with the Employee role can't create cards. One thing to keep in mind is that the Manager is in liberty of creating any cards and setting the limits on its own for their team. All of which information is available for the Admins and the Account Holder to see under the Cards tab on the Qonto account and they can freeze cards easily if ever needed.   I want to approve all outgoing transfers.  - We suggest the Employee role in this case, as the user with the Manager role has the independence to make transfers without having you first approve it, within his monthly limit / per transfer limit, which you have previously set. As an employee, making a transfer request does not need the user to submit proof of identification. As an admin or Account Holder, you will still able to check all transactions that the Manager does under the History tab on the Qonto account. We also suggest that you could have clear guidelines in place on how Managers and their team can spend the company money.
Question: What permissions does the Manager role have?

Answer: The Manager role is available for  Business and Enterprise plans .   The role of the manager is customizable: Admins or Account Holder define permissions for each manager individually, on a team level or on the whole company level.     What is the scope of permissions for a Manager? Depending on how much they want to delegate, the Admin or the Account Holder defines the scope of permissions for each manager: on the  whole company  level or on a  team  level The manager will be able to see transactions, manage payments, invite Employees, and access balances depending on the scope level.    💡 You need to  create a team  before assigning a Manager to a team.     What permissions can be delegated to a Manager? A set of permissions is defined for each manager access, during the  invitation process , by the Admin or the Account holder and can be edited at any moment, with immediate effect.   Those permissions will apply within the scope level selected.   They are defined around: Expense management: manage card,  entering and approving transfers within the limits set beforehand , manage direct debits, and checks Team management: invite and revoke employees Financial monitoring: see account balance, IBAN, transaction history, and export statements (‘whole company’ scope) Bookkeeping (collect and request receipts, verify transactions, manage suppliers, associate supplier invoices with transactions and pay them or prepare payments, manage custom label)   💡 Managers can have access to all company accounts, or no account. They cannot have access to only certain accounts.     What permissions can’t be delegated to a Manager? ❌ Invite all types of team members: Admins, Managers, and Accountants ❌ Change roles status for themselves and other users ❌ Edit subscription ❌ Set up and manage multi-accounts ❌ Set up and manage third-party tools via Connect integrations   💡 Admins can do these actions.     How to check the  permissions of a Manager? It is possible to view the scope and permissions of a manager directly from their member profile.   From a computer: Go to  User management, Click on  User access, Select the profile of the Manager you wish to view.     From the mobile app: Go to  Menu  > settings symbol “⚙️” >  User management Click on the "plus" symbol at the top right of the screen.
Question: How can I sign in with Google / Apple?

Answer: Why should I sign in with Google/ Apple? "Signing in with Google/Apple" makes it easy to access your Qonto account without the need to remember passwords. It's also safer than using a password. Click to learn more about the security standards provided by  Google  and  Apple .     What are the Sign in options available? You can log in to your Qonto account via the following methods: Email and password Sign in with Google Sign in with Apple We highly recommend using " Sign in with Google " or " Sign in with Apple " while opening an account or accessing an existing one. " Sign in with Google"  is available on all device, and " Sign in with Apple " is available from iOS 13.   If you used Apple's  "Hide My Email"  feature when you opened your Qonto account, you must continue to use it when signing in. Just use the same forwarded email address provided by Apple.   💡 In the future, if you want to revoke Qonto's access to your Apple email, remember to first change the email address associated with your Qonto account.     Where can I sign in with Google or/and Apple? This feature is available both for: Account opening:    2. Qonto app login:       If you opened your account before the Google /Apple sign-In options were available and now want to use them: You can log in using any authentication method, as long as you use the same email address associated with your Qonto account.   For example: if you used  [email protected]  to sign up and set a password, you can still log in via Google using the same address.     If you initially set up your account by signing in with Google/Apple and now want to create a password: You can set up a password by clicking on  Forgot Password  on the login page. You will receive an email to reset your password.   💡 Make sure you use the password that you set up for your Qonto account and not the password that you use to sign in to your Google / Apple account. In case it does not work, please reset your password by clicking on the  Forgot Password link .
Question: What are the different roles available?

Answer: Each member's access is defined by a  role . A role sets the limits of possible actions on a Qonto account.   There are five types of roles: The  Account Holder  can access all sections and perform any action: invite or disable access of any members. The  Admin  role is granted the same rights as the Account Holder. However, unlike the Account Holder, an Admin is not allowed to request the account closure. The  Manager  role ( for Business and Enterprise plans ) is customizable so that they can only see and do what the Admin or the Owner have decided. They can have access to expense and supplier invoices management, team management, financial monitoring, and bookkeeping. However, they can't set up or manage accounts, change role status, or edit subscriptions. ​ ​ Their scope of permissions will apply either on a  Team  level or at the  Whole company  level. 👉 You will find the details of their permissions  here .   The  Employee  role limits access to its own transactions. They can own a card and make payments with it if one is assigned to them. With Business and Enterprise plans, they are also able to make transfer requests. The  Accountant  role ( from Smart plan ) has been designed to suit the needs of your external accountant, finance advisor, manager, or CPA. With Business and Enterprise plans, they are also able to make transfer requests.   💡 You can compare the permissions allowed for each role in the table below:     We recommend assigning a role that fits each team member's needs to make the most out of Qonto and achieve maximum collective efficiency.     For more details, check this article  👉  How to invite a new team member
Question: How to change the account holder to another person?

Answer: An account holder can be changed at any time for various reasons (change of corporate officer, account opening by a third party, etc…).   👉 For German IBAN, the process is a bit different. Please check out the  DE version  of this article.     I am no longer the corporate officer of the company, what should I do?   If you have an Essential, Business or Enterprise plan: You can first invite the new corporate officer of the company to  join the account as an Admin .   Once this is done, we invite you to contact our support team via chat or email, with the following elements: The company’s KBIS, dated less than 3 months ago and mentioning the name of the new corporate officer. Alternatively, you may also provide the minutes of a general meeting and the publication in the official journal, specifically for an association. ​ A selfie while holding your ID document close to your face, including a blank sheet of paper with the  current date  and the word  “Qonto” , written by hand.   If you have a Basic, Smart, or Premium plan: We invite you to contact our support team via chat or email and provide the same elements as requested above (selfie and KBIS), along with the email address, phone number, and name of the new corporate officer of the company.     As the new corporate officer of the company, how can I get access to the account? First, you need to contact the former account holder and ask them to send you an invitation to join the account.   Once you joined the account as an Admin, you can contact our support team at  [email protected]  and ask to be given Account Holder access. You'll need to send us a KBIS, dated less than 3 months ago, mentioning that you are the new corporate officer and a selfie as per the conditions mentioned earlier in this article.   💡 You no longer have contact with the corporate officer, or you are in conflict with them? No worries, we can still proceed with the change of Account holder. To do so, please contact our support via chat or email with your selfie and the KBIS up-to-date.
Question: Which role should I assign to a trusted employee: Manager or Admin?

Answer: The Admin role is available  on Essential, Business, and Enterprise plans . The Manager role is only on the  Business and Enterprise plans .   The  Manager  role is a more restricted role than the Admin role. The Manager role can be assigned to team leads or office managers depending on your organization's particular needs. Admins and the Account Holder decide individually what permissions each Manager has access to, for their team or the whole company.   The following use cases can help company Admins and the Account Holder decide what the best set up is for their company. I want my Office manager or my financial assistant to manage my company spending without having the right to invite new Admins -  For this use case, create a Manager and choose the whole company permission scope. You can give the permission to Managers to transfer money internally and externally and have access to the company’s accounts balances. However, Managers are not allowed to invite new Admin on Qonto. I want my team lead to manage their team spending and invite new members to their team  - For this use case, create a Manager and give permissions to one team scope only. Managers can manage their teams’ spending with autonomy: can transfer money, manage cards (create/delete), and card requests (approve/reject). And they have access to the financial information of their team accounts (transaction history of their team members). I want my employee to manage internal and external transfers, without having the right to approve card requests -  For this use case, create a custom Manager role, since the Admin roles can approve all cards request. With the customization of the Manager role, you restrict the permission of Managers to approve card requests. I want my employee to invite new Admins  - For this use case, create an Admin role, since only Admins are permitted to invite new Admins, and change roles of employees. I want my manager to be able to import invoices, review them, pay or request payment  - You can assign them the role of Manager with the  Whole company  scope, and activate the permission  Upload and set up supplier invoices . If you’d like them to pay all invoices or some invoices within payment limits, you will need to enable  “Make and approve transfers, and reimburse expense reports”.  Note that if they do not have transfers permissions or they have reached their transfers limits, they will be able to make a transfer requests in the Supplier Invoice section. Enable to let them pay supplier invoices directly. Note that if you set transfer limits, above such limits transfers will require Admin, Account holder or Manager approval. The Manager can assist with the collection, review, and payment of supplier invoices (either directly or by requesting a payment).
Question: How do I confirm my device with email?

Answer: At Qonto, guaranteeing the security of your accounts is our priority. We use  device confirmation , a security feature that requires devices ( mobile and computer ) to be authorized before accessing your account. This process should only need to be completed  once  for each device. ​ This is in complement of  strong authentication  ( SCA - Strong Customer Authentication ) required on your account. ​ ​ How to confirm the new device? To confirm your device after the log-in to the Qonto app, here are the conditions: Ensure the log-in is triggered by you and not anybody else trying to access your account.  Qonto would never ask you to approve the log-in request. Accessing the email only  from the device trying to log-in The link in the email will expire after  15 minutes If you do not recognize the device mentioned in the email, please contact our support immediately.   Do not forward this email or share the link button with anyone , including people pretending to be Qonto. This is strictly confidential. ​ I have received a notification but I cannot find the email In that case, please follow the steps below 👇 Check your Spam or Trash folders Ensure emails from Qonto are not flagged as spams by verifying them Check the Social or Promotional tabs on Gmail if this is the web mail interface you use ​ ​ I have received an email but the link doesn’t work If this doesn’t work, this could be because of : An expired link:  Initiate a new log-in attempt to restart the process A wrong device link:  open the link on the same device, where you initially requested to log-in (link would not work on the paired device). If you are using a computer at the time, please open the link on the same browser as you attempted to log-in, avoid using private browsing modes. A redirection :  If you still are redirected to the wrong device or expired links, contact the support via chat. ​ ​ I have received an email but the button doesn’t work Please try opening the email on a different email app or directly from the email provider, if this does not work, please contact us.
Question: How do I create a company with Qonto?

Answer: To create a company with us you can register  here . To create your Sociedad de Responsabilidad Limitada SL/ SRL you should select option "You are going to create a limited company".   In the next step, you will create your credentials with the email address and your phone number you will use for your company account.  Make sure you have access to this email address as you will receive communications from us and Finutive during the process.   The next step will be to fill in the details of your future company. Don't worry, if there are any changes in the future, we will take care of updating the necessary information.   We will ask you for information about the financial data of your business. Don't worry, this is for information purposes only.   Then you will need to fill in your personal information. Please note that we will send your card to this address, so it should be as accurate as possible.   Once you have registered your phone number we will ask you to accept the terms and conditions of our privacy policy as we will share your data with Finutive.   When you continue with the process you will be asked to complete an identity verification.  *FAQ Fourthline / customer tips   Choose the best type of subscription for your new company   In this step you must choose the plan that best suits your business needs.  Once you have chosen your plan we will proceed to payment.  If in the future you decide to change the type of subscription you will be able to do so from the client interface.   You will receive the invoice by email once the payment has been processed.   The Finutive team will contact you to start the process of creating your company.  For more details you can go to the article * What is included in the Qonto x Finutive company creation pack? *. ​   If you have any questions do not hesitate to contact us by email:  [email protected]
Question: What is included in the Company Creation Pack? Qonto x Finutive

Answer: To create a company with Qonto we have partnered with Finutive. They offer a personalized and remote service so that you can create your company in the most efficient and fast way.    You will be assigned a personal advisor who will assist and advise you during the whole process of creating and incorporating your company.  You will also be able to call him/her to solve doubts, as well as to organize videoconferences to share your concerns or documents.   The process is online to facilitate all the management of information and documentation, which allows us to be more efficient.   What are the stages of the company creation process with Finutive?   We introduce you to your advisor and give you access to the platform to complete our form.You will have to provide us with the data and identity documents of your partners. We ask for the company name. It is important to have several options, that is why we recommend providing 5 possible names for your future company in order of preference.  With the completed information from our form we generate the file that we will send to the notary. We will confirm the necessary data and information with you before completing the file that will be sent to the notary. The signature with the notary takes place. Notary sends the information to the administrations: Tax Agency (AEAT), Social Security (TGSS) and Provincial Mercantile Registry (where the deeds of incorporation are registered). We will obtain the Model 036 of company or the DUE/ Circe The deeds are registered in the Mercantil Registry. The company appears as Vigente in the Mercantil Registry and Qonto team will acquire the Nota Informativa Mercantil All the company information is updated by the Qonto team. If you have any questions during the registration process you can contact your Finutive advisor or send and email to  [email protected]
Question: Can I create my company in Spain with Qonto?

Answer: To create a company with us you can register  here . To create your Sociedad de Responsabilidad Limitada SL/ SRL you should select option "You are going to create a limited company".   In the next step, you will create your credentials with the email address and your phone number you will use for your company account. Make sure you have access to this email address as you will receive communications from us and Finutive during the process.   The next step will be to fill in the details of your future company. Don't worry, if there are any changes in the future, we will take care of updating the necessary information.   We will ask you for information about the financial data of your business. Don't worry, this is for information purposes only.   Then you will need to fill in your personal information. Please note that we will send your card to this address, so it should be as accurate as possible.   Once you have registered your phone number we will ask you to accept the terms and conditions of our privacy policy as we will share your data with Finutive.   When you continue with the process you will be asked to complete an identity verification.  *FAQ Fourthline / customer tips   Choose the best type of subscription for your new company   In this step you must choose the plan that best suits your business needs. Once you have chosen your plan we will proceed to payment.  If in the future you decide to change the type of subscription you will be able to do so from the client interface.   You will receive the invoice by email once the payment has been processed.   The Finutive team will contact you to start the process of creating your company.  For more details you can go to the article * What is included in the Qonto x Finutive company creation pack? *. ​   If you have any questions do not hesitate to contact us by email:  [email protected]
Question: How can I set up my company with LexDo.it?

Answer: To create your company, we recommend using the services of LexDo.it! 🤩   Thanks to the partnership with Qonto, you can indeed create your SRL (Private Limited Company) or innovative startup  100% online , in a simple and fast way, saving time without unnecessary bureaucracy.   To do this, you just need to access the platform provided by LexDo.it and follow the steps indicated here: Create the statute and the deed of incorporation of your company in a few minutes starting from  this link ; Benefit from the review of the documents submitted by a professional; Set up an appointment with the notary for the signing of the deed, you can do it both online and in the office closest to your area; Your company is officially established! ✅   Using the services of LexDo.it,  you will save over €2,000 in the first year  compared to average prices! You can customize the statute and the deed of incorporation of your SRL 100% online and benefit from complete legal support included for the entire year. Furthermore, thanks to our agreement, you can benefit from one month of free rate and  a discount of €34 for the following month on your Qonto plan  🤩   For any further information regarding the company formation procedure with LexDo.it and the associated rates, do not hesitate to consult  this page  or to contact their team of expert lawyers! 😉