Roles and languages
Who can do what, and how the language of Moby is chosen.
Roles
An administrator gives each person a role when inviting them. Three roles are offered.
| Role | In the Excel add-in | On the web portal |
|---|---|---|
| User | Everything in the add-in: chat, workflows, preview, documents. Saves workpapers for themselves | Their own profile |
| Manager | The same. Can also rename or delete a project from Client & project | The Clients & projects tab of the settings |
| Admin | The same. The only role that saves, replaces or deletes a workpaper of the whole firm | Every tab of the settings: users, licences, billing, usage, support |
What a role does not give
- A licence. Every role needs a licence to use the add-in, administrators included. Without one, the sign-in is refused. See Invite users and assign licences.
- Access to another firm's workbook. You sign in on the workbooks of your own firm. A workbook of another firm opens in consultation mode only: its documents, without the chat and the workflows.
The support contact
The support contact is not a role. It is a switch an administrator sets on a member of the firm. That person receives the support requests of the firm first, answers the questions and passes the technical problems on to the Moby team. No licence is needed for it. See Invite users and assign licences.
Service roles
Four more roles exist: Service User, Service Admin, Operator and Admin Operator. They belong to Moby's service offering, where a team works on requests on behalf of a firm. They are not offered in the standard invitation.
Languages
Moby works in French and in English.
| Where to choose | Account menu, Language: FR or EN |
| What it changes | The add-in, the answers of the agent, and the workpapers shown in the Moby tab of the library |
| Where it is saved | On your profile: the choice follows you on every computer and on the web portal |
| Before you sign in | The add-in follows the language of Excel: French for a French Excel, English otherwise |
The language of the add-in is independent of the language of your documents: a workbook in French can read documents in English.
Accounting standard
| Where to choose | Account menu, Accounting: PCG for the French chart of accounts, INTL for International |
| What it changes | The version of the workflows that read financial statements or a ledger: Review financial statements, Analytical review (GL) and Due diligence pack. Sales to cash runs under PCG only |
| Where it is saved | On your profile. An administrator can also set it for a member, from the web portal |