Roles and Permission Levels

Akaunting Roles and Permissions levels let you effortlessly invite and collaborate with team members according to your plan. For more information, check out the Inviting a User section.

Whether you use the Cloud or On-Premise version, you can invite Team Members and assign them specific roles such as Admin, Accountant, Customer, Employee, or Manager. Additionally, you have the flexibility to customize these roles, granting each user tailored permissions and access levels.

Roles in Akaunting vary slightly depending on whether users are using the Cloud or On-Premise version.

Cloud Roles	On-Premise Roles
Accountant	Accountant
Customer	Customer
Employee	Employee
Manager	Manager
*********	Admin

Legend

– Can perform this action for every listed feature/function

– Have limited access to some listed features/functions

– Can’t perform this action for every listed feature/function

N/A – Not Applicable

Accountant

Admin (On-premise)

Customer

Employee

Manager

View

Create

Edit

Delete

View

Create

Edit

Delete

View

Create

Edit

Delete

View

Create

Edit

Delete

View

Create

Edit

Delete

Special

Authentication

Account

N/A

N/A

N/A

N/A

Common

Sales

Purchase

Banking

Double Entry

Employees

Reports

Settings

Apps

Widgets

Portal

Offline Payments

Paypal Standard

Two Factor Authentication

N/A

N/A

N/A

N/A

Install (On-premise)

N/A

N/A

N/A

N/A

N/A

N/A

N/A

N/A

N/A

N/A

N/A

N/A

N/A

N/A

N/A

N/A

Roles (On-premise)

N/A

N/A

N/A

N/A

N/A

N/A

N/A

N/A

N/A

N/A

N/A

N/A

N/A

N/A

N/A

N/A

Tip: You can create custom roles on Akaunting and define Access levels based on your business’s needs. The “Select Everything” checkbox lets you grant full permission to a User.

Below are the default access levels listed for roles on Akaunting:

Accountant

Admin (On-premise)

Customer

Employee

Manager

Accountant

You can Invite Accountants at no extra cost on the Standard, Premium, Elite, and Ultimate plans.

When Inviting an Accountant, you can select the Company, Landing Page, and Language you want them to access and operate in.

An Accountant has access to the following:

Special

This top-level access allows a User to View, Create, Edit, and Delete the Admin Panel, API, Notifications, and Client Portal.

An Accountant can only View your Admin Panel and the API but can’t make any changes.

Authentication

This access level allows a User to View, Create, Edit, and Delete the Users, Profile, and Roles.

An Accountant can only View and Edit their Profile.

Common

This access level allows a User to View, Create, Edit, and Delete Companies, Items, Import, Uploads, Dashboards, Reports, Search, and Widgets.

An Accountant can only View your Items, Dashboards, Reports, Search, and Widgets.

Sales

This access level allows a User to View, Create, Edit, and Delete Invoices and Customers.

An Accountant can only View your Invoices and Customers.

Purchases

This access level allows a User to View, Create, Edit, and Delete Bills and Vendors.

An Accountant can only View your Bills and Vendors.

Banking

This access level allows a User to View, Create, Edit, and Delete Accounts, Transactions, Transfers, and Reconciliations.

An Accountant can only View your Accounts, Transactions, Transfers, and Reconciliations.

Reports

This access level allows a User to View, Create, Edit, and DeleteAccounts, Transactions, Transfers, and Reconciliations.

An Accountant can only View your Accounts, Transactions, Transfers, and Reconciliations.

Apps

This access level allows a User to View, Create, Edit, and Delete the Apps Home, List, Details, Tokens, Installed Apps, and API Key.

An Accountant can only View your Apps Home, List, Details, and Installed Apps.

Widgets

This access level allows a User to View, Create, Edit, and Delete the Account Balance, Cash Flow, Expense by Category, Currencies, Connect Bank Accounts, Payables, Profit & Loss, and Receivables widgets.

An Accountant can only View All listed Widgets.

Double Entry

This access level allows a User to View, Create, Edit, and Delete the Chart of Accounts, Manual Journals, Settings, Double Entry Reports (General Ledger, Balance Sheet, Trial Balance), Widgets, and more.

An Accountant can:

• View All listed features.
• Create the Chart of Accounts and Manual Journals
• Edit the Chart of Accounts, Manual Journals, and Settings
• Delete the Chart of Accounts and Manual Journals

Two Factor Authentication

This access level allows a User to View, Create, Edit, and Delete the Read TwoFactor, Update TwoFactor, and Settings.

An Accountant can only:

• View the Read TwoFactor
• Edit their TwoFactor Settings (Update TwoFactor)

Important Note: You can’t edit the listed default roles on Akaunting. However, if you would like to give your Accountant more duties, you can Duplicate and customize the role and Access levels.

Admin (On-Premise)

You can Invite Users as Admins and give them full access to manage your business operations at no extra cost on the Standard, Premium, Elite, and Ultimate on-premise plans.

An Admin has the following permissions:

Special

An Admin can:

• View The Admin Panel and API.
• View & Edit Notifications

Authentication

An Admin can:

• View , Create ,Edit& Delete Users.
• View & Edit Profiles

Common

An Admin can:

• View Search
• View & Delete Uploads
• View,Edit ,Create & Delete Companies, Items, Dashboards, Reports, and Widgets.
• Create Import

Sales

An Admin can:

• View,Edit ,Create & Delete Invoices and Customers

Purchases

An Admin can:

• View,Edit ,Create & Delete Bills and Vendors

Banking

An Admin can:

• View , Edit ,Create & Delete Accounts, Transfers, Transactions and Reconciliations

Reports

An Admin can:

• View Income Summary, Expense Summary, Income vs Expense, Tax Summary and Profit & Loss

Setting

An Admin can:

• View , Edit , Create & Delete Categories, Taxes and Currencies
• View & Edit Apps, Company, Default, Invoice, Localisation, Email templates, and Schedule

Apps

An Admin can:

• View ,Edit ,Create & Delete App Details
• View Home, List, and My Apps
• Create &Edit API key

Widgets

An Admin can:

• View Account Balance, Cash Flow, Expense by Category, Currency, Connect Bank Accounts, Payables, and more.

Install

An Admin can:

• View & Edit Updates

Offline Payments

An Admin can:

• View ,Edit & Delete Settings

PayPal Standard

An Admin can:

• View & Edit Settings

Roles

An Admin can:

• View ,Edit ,Create & Delete Roles

Customer

You can Invite Customers and give them access to manage their Invoices and Payments on the Client Portal at no extra cost on the Standard, Premium, Elite, and Ultimate plans.

To Invite a Customer, you need to check the “Can login” box when creating a new Customer.

A Customer has the following permissions:

Special

A Customer can only View the Client Portal.

Portal

This access level allows a User to View, Create, Edit, and Delete the Invoices, Payments, Profile, and Proposals.

A Customer can only View and Edit the listed features.

Important Note: You can only invite Customers to use the Client Portal based on your plan’s user limit. Please refer to our plans for more information.

Employee

You can Invite Employees and give them access to handle certain responsibilities or business operations at no extra cost on the Standard, Premium, Elite, and Ultimate plans. The Employees app is Free – Install here.

To Invite an Employee, you need to check the “Invite to Employee Portal” box when creating a new Employee.

An Employee has the following permissions:

Special

An Employee can only View the Admin Panel.

Common

And Employee can

• View Items, Dashboards, Search, and Widgets.
• Create Items, Dashboards, and Widgets.
• Edit Dashboards and Widgets.
• Delete Dashboards and Widgets.

Purchases

An Employee can:

• View & Create Vendors

Settings

An Employee can:

• View & Create Taxes

Two-Factor Authentication

An Employee can:

• View Read TwoFactor
• Edit Update TwoFactor

Manager

You can Invite Users as Managers and give them access to manage your business operations at no extra cost on the Standard, Premium, Elite, and Ultimate plans.

When Inviting a Manager, you can select the Company, Landing Page, and Language you want them to access and operate in.

A Manager has the following permissions:

Special

A Manager can:

• View the Admin Panel, API, and Notifications
• Edit Notifications

Authentication

A Manager can:

• View , Create ,Edit& Delete Users and Roles.
• View & Edit Profiles

Account

A Manager can:

• View , Create & Delete Cards and Cart.
• View & Create Checkouts, Plans, Subscriptions, Tickets and Transactions
• View Rewards

Common

A Manager can:

• View Search
• View & Delete Uploads
• View,Edit ,Create & Delete Companies, Items, Dashboards, Reports, and Widgets.
• Create Import

Sales

A Manager can:

• View,Edit ,Create & Delete Invoices and Customers

Purchases

A Manager can:

• View,Edit ,Create & Delete Bills and Vendors

Double Entry

A Manager can:

• View Chart of Accounts, Manual Journals, Settings, Double Entry Reports (General Ledger, Balance Sheet, Trial Balance), Widgets, and more.
• View ,Edit ,Create & Delete Chart of Accounts and Manual Journals
• Edit Settings

Banking

A Manager can:

• View , Edit ,Create & Delete Accounts, Transfers, Transactions and Reconciliations

Reports

A Manager can only:

• View Income Summary, Expense Summary, Income vs Expense, Tax Summary and Profit & Loss

Setting

A Manager can:

• View , Edit , Create & Delete Categories, Taxes and Currencies
• View & Edit Apps, Company, Default, Invoice, Localisation, Email templates, and Schedule

Apps

A Manager can:

• View ,Edit ,Create & Delete App Details
• View only Home, List, and My Apps
• Create Token
• Create &Edit API key

Widgets

A Manager can only:

• View Account Balance, Cash Flow, Expense by Category, Currency, Connect Bank Accounts, Payables, and more.

Offline Payments

A Manager can:

• View ,Edit & Delete Settings

PayPal Standard

A Manager can:

• View & Edit Settings

Employee

A Manager can:

• View ,Edit ,Create & Delete Employees, Positions, Departments and Settings
• View only Widgets (Total Employees, Employee Profile, Number Of Employees, Employee Age and Calendar)

Two-Factor Authentication

A Manager can:

• View Read TwoFactor
• View & Edit Settings
• Edit Update TwoFactor

Important Note: You can’t edit the listed default roles on Akaunting. However, if you would like to update the access levels of a role, you can Duplicate and customize.