Defining Roles and Permissions

Defining Roles and Permissions on Akaunting allows you fully customize access levels for every user based on features and pages.

Adding a new role and defining Permissions

• From the Akaunting UI, Click on the Profile icon on the Sidebar.

• On the expanded Navigation panel, go to Roles. The default roles are Accounting, Customer, Manager, and Employee.
• Click New Role.
• Enter the required details and set permissions.
• Then, Save.

You can select the new roles when creating a new user or editing the details of a user.

You can set permissions for every feature on your Akaunting account. Choose what each user can see, edit or delete.

Check out all the Roles and Permission levels here

Developer Access

When defining permission levels for a User, you can grant access to Developers.

• On the Roles Page, Click New Roles.
• Define a name for the Role. e.g., Developer
• Click to expand the Special Access section.
• Tick the API checkbox.

• Scroll down to select the Features/Pages you want to grant access to.
• Then, Save.

Admin Panel Access

When defining Admin Panel access:

• On the Roles Page, Click New Roles.
• Define a name for the Role. e.g., Admin
• Click to expand the Special Access section.

• Tick the Admin Panel checkbox
• Scroll down to select the Features/Pages you want to grant access to.
• Then, Save.

Please note that ticking the Admin Panel checkbox doesn’t automatically give access to all Features/Pages. Akaunting allows the flexibility to choose Features/Pages for Admin roles.

If you want a user to have access to all Features/Pages, tick the Select Everything checkbox at the top.

Also, a User can’t have access to both the Admin Panel and Client Portal. Both features have different functions and are managed separately. You should create different Users for Admin Panel access and Client Portal access, respectively.

Check out the Roles app and Using the Client Portal.