{"id":1929,"date":"2023-10-19T13:55:23","date_gmt":"2023-10-19T10:55:23","guid":{"rendered":"https:\/\/akaunting.com\/hc\/docs\/users-and-roles\/roles-and-permission-levels\/"},"modified":"2023-10-24T11:00:14","modified_gmt":"2023-10-24T08:00:14","slug":"roles-and-permission-levels","status":"publish","type":"docs","link":"https:\/\/akaunting.com\/hc\/docs\/users-and-roles\/roles-and-permission-levels\/","title":{"rendered":"Roles and Permission Levels"},"content":{"rendered":"\n<p>Akaunting Roles and Permissions levels let you effortlessly invite and collaborate with team members according to your plan. For more information, check out the <a href=\"https:\/\/akaunting.com\/hc\/docs\/users-and-roles\/inviting-a-user\/\" target=\"_blank\" rel=\"noreferrer noopener\">Inviting a User<\/a> section.<\/p>\n\n\n\n<figure class=\"wp-block-image aligncenter size-large is-resized\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"392\" src=\"https:\/\/assets.akaunting.com\/hc\/2023\/10\/19141631\/Screenshot-2023-10-19-at-14.16.00-1024x392.png\" alt=\"Roles and permissions\" class=\"wp-image-1933\" style=\"aspect-ratio:2.6122448979591835;width:773px;height:auto\" srcset=\"https:\/\/assets.akaunting.com\/hc\/2023\/10\/19141631\/Screenshot-2023-10-19-at-14.16.00-1024x392.png 1024w, https:\/\/assets.akaunting.com\/hc\/2023\/10\/19141631\/Screenshot-2023-10-19-at-14.16.00-300x115.png 300w, https:\/\/assets.akaunting.com\/hc\/2023\/10\/19141631\/Screenshot-2023-10-19-at-14.16.00-768x294.png 768w, https:\/\/assets.akaunting.com\/hc\/2023\/10\/19141631\/Screenshot-2023-10-19-at-14.16.00-1536x588.png 1536w, https:\/\/assets.akaunting.com\/hc\/2023\/10\/19141631\/Screenshot-2023-10-19-at-14.16.00.png 2016w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p>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.<\/p>\n\n\n\n<p>Roles in Akaunting vary slightly depending on whether users are using the Cloud or On-Premise version.<\/p>\n\n\n\n<figure class=\"wp-block-table\"><table><tbody><tr><td>Cloud Roles<\/td><td>On-Premise Roles<\/td><\/tr><tr><td>Accountant<\/td><td>Accountant<\/td><\/tr><tr><td>Customer<\/td><td>Customer<\/td><\/tr><tr><td>Employee<\/td><td>Employee<\/td><\/tr><tr><td>Manager<\/td><td>Manager<\/td><\/tr><tr><td>*********<\/td><td>Admin<\/td><\/tr><\/tbody><\/table><figcaption class=\"wp-element-caption\"><code><em>On-Premise users must obtain the <a href=\"https:\/\/akaunting.com\/apps\/roles\" target=\"_blank\" rel=\"noreferrer noopener\">Roles &amp; Permissions<\/a> app to effectively manage their Roles and Permission levels.<\/em><\/code><\/figcaption><\/figure>\n\n\n\n<p><strong>Legend<\/strong><\/p>\n\n\n\n<p>\u2714\ufe0f &#8211; Can perform this action for every listed feature\/function<\/p>\n\n\n\n<p>\u2139\ufe0f &#8211; Have limited access to some listed features\/functions<\/p>\n\n\n\n<p>\u274c &#8211; Can&#8217;t perform this action for every listed feature\/function<\/p>\n\n\n\n<p>N\/A &#8211; Not Applicable<\/p>\n\n\n\n<figure class=\"wp-block-table\"><table><tbody><tr><td><\/td><td colspan=\"4\"><strong>Accountant<\/strong><\/td><td colspan=\"4\"><strong>Admin (On-premise)<\/strong><\/td><td colspan=\"4\"><strong>Customer<\/strong><\/td><td colspan=\"4\"><strong>Employee<\/strong><\/td><td colspan=\"4\"><strong>Manager<\/strong><\/td><\/tr><tr><td><\/td><td>View<\/td><td>Create<\/td><td>Edit<\/td><td>Delete<\/td><td>View<\/td><td>Create<\/td><td>Edit<\/td><td>Delete<\/td><td>View<\/td><td>Create<\/td><td>Edit<\/td><td>Delete<\/td><td>View<\/td><td>Create<\/td><td>Edit<\/td><td>Delete<\/td><td>View<\/td><td>Create<\/td><td>Edit<\/td><td>Delete<\/td><\/tr><tr><td>Special<\/td><td>\u2714\ufe0f<\/td><td>\u274c&nbsp;<\/td><td>\u2139\ufe0f<\/td><td>\u274c&nbsp;<\/td><td>\u2139\ufe0f<\/td><td>\u274c<\/td><td>\u2139\ufe0f<\/td><td>\u274c<\/td><td>\u2139\ufe0f<\/td><td>\u274c<\/td><td>\u274c<\/td><td>\u274c<\/td><td>\u2139\ufe0f<\/td><td>\u274c<\/td><td>\u274c<\/td><td>\u274c<\/td><td>\u2139\ufe0f<\/td><td>\u274c<\/td><td>\u2139\ufe0f<\/td><td>\u274c<\/td><\/tr><tr><td>Authentication<\/td><td>\u2139\ufe0f<\/td><td>\u274c<\/td><td>\u2139\ufe0f<\/td><td>\u274c<\/td><td>\u2714\ufe0f<\/td><td>\u2139\ufe0f<\/td><td>\u2714\ufe0f<\/td><td>\u2139\ufe0f<\/td><td>\u274c<\/td><td>\u274c<\/td><td>\u274c<\/td><td>\u274c<\/td><td>\u274c<\/td><td>\u274c<\/td><td>\u274c<\/td><td>\u274c<\/td><td>\u2714\ufe0f<\/td><td>\u2139\ufe0f<\/td><td>\u2714\ufe0f<\/td><td>\u2139\ufe0f<\/td><\/tr><tr><td>Account<\/td><td>\u274c<\/td><td>\u274c<\/td><td>\u274c<\/td><td>\u274c<\/td><td>N\/A<\/td><td>N\/A<\/td><td>N\/A<\/td><td>N\/A<\/td><td>\u274c<\/td><td>\u274c<\/td><td>\u274c<\/td><td>\u274c<\/td><td>\u274c<\/td><td>\u274c<\/td><td>\u274c<\/td><td>\u274c<\/td><td>\u2714\ufe0f<\/td><td>\u2139\ufe0f<\/td><td>\u274c<\/td><td>\u2139\ufe0f<\/td><\/tr><tr><td>Common<\/td><td>\u2139\ufe0f<\/td><td>\u274c<\/td><td>\u274c<\/td><td>\u274c<\/td><td>\u2139\ufe0f<\/td><td>\u2139\ufe0f<\/td><td>\u2139\ufe0f<\/td><td>\u2139\ufe0f<\/td><td>\u274c<\/td><td>\u274c<\/td><td>\u274c<\/td><td>\u274c<\/td><td>\u2139\ufe0f<\/td><td>\u2139\ufe0f<\/td><td>\u2139\ufe0f<\/td><td>\u2139\ufe0f<\/td><td>\u2139\ufe0f<\/td><td>\u2139\ufe0f<\/td><td>\u2139\ufe0f<\/td><td>\u2139\ufe0f<\/td><\/tr><tr><td>Sales<\/td><td>\u2714\ufe0f<\/td><td>\u274c<\/td><td>\u274c<\/td><td>\u274c<\/td><td>\u2714\ufe0f<\/td><td>\u2714\ufe0f<\/td><td>\u2714\ufe0f<\/td><td>\u2714\ufe0f<\/td><td>\u274c<\/td><td>\u274c<\/td><td>\u274c<\/td><td>\u274c<\/td><td>\u274c<\/td><td>\u274c<\/td><td>\u274c<\/td><td>\u274c<\/td><td>\u2714\ufe0f<\/td><td>\u2714\ufe0f<\/td><td>\u2714\ufe0f<\/td><td>\u2714\ufe0f<\/td><\/tr><tr><td>Purchase<\/td><td>\u2714\ufe0f<\/td><td>\u274c<\/td><td>\u274c<\/td><td>\u274c<\/td><td>\u2714\ufe0f<\/td><td>\u2714\ufe0f<\/td><td>\u2714\ufe0f<\/td><td>\u2714\ufe0f<\/td><td>\u274c<\/td><td>\u274c<\/td><td>\u274c<\/td><td>\u274c<\/td><td>\u2139\ufe0f<\/td><td>\u2139\ufe0f<\/td><td>\u274c<\/td><td>\u274c<\/td><td>\u2714\ufe0f<\/td><td>\u2714\ufe0f<\/td><td>\u2714\ufe0f<\/td><td>\u2714\ufe0f<\/td><\/tr><tr><td>Banking<\/td><td>\u2714\ufe0f<\/td><td>\u274c<\/td><td>\u274c<\/td><td>\u274c<\/td><td>\u2714\ufe0f<\/td><td>\u2714\ufe0f<\/td><td>\u2714\ufe0f<\/td><td>\u2714\ufe0f<\/td><td>\u274c<\/td><td>\u274c<\/td><td>\u274c<\/td><td>\u274c<\/td><td>\u274c<\/td><td>\u274c<\/td><td>\u274c<\/td><td>\u274c<\/td><td>\u2714\ufe0f<\/td><td>\u2714\ufe0f<\/td><td>\u2714\ufe0f<\/td><td>\u2714\ufe0f<\/td><\/tr><tr><td>Double Entry<\/td><td>\u2714\ufe0f<\/td><td>\u2139\ufe0f<\/td><td>\u2139\ufe0f<\/td><td>\u2139\ufe0f<\/td><td>\u2714\ufe0f<\/td><td>\u2139\ufe0f<\/td><td>\u2139\ufe0f<\/td><td>\u2139\ufe0f<\/td><td>\u274c<\/td><td>\u274c<\/td><td>\u274c<\/td><td>\u274c<\/td><td>\u274c<\/td><td>\u274c<\/td><td>\u274c<\/td><td>\u274c<\/td><td>\u2714\ufe0f<\/td><td>\u2139\ufe0f<\/td><td>\u2139\ufe0f<\/td><td>\u2139\ufe0f<\/td><\/tr><tr><td>Employees<\/td><td>\u2139\ufe0f<\/td><td>\u274c<\/td><td>\u274c<\/td><td>\u274c<\/td><td>\u2714\ufe0f<\/td><td>\u2139\ufe0f<\/td><td>\u2139\ufe0f<\/td><td>\u2139\ufe0f<\/td><td>\u274c<\/td><td>\u274c<\/td><td>\u274c<\/td><td>\u274c<\/td><td>\u2139\ufe0f<\/td><td>\u274c<\/td><td>\u274c<\/td><td>\u274c<\/td><td>\u2714\ufe0f<\/td><td>\u2139\ufe0f<\/td><td>\u2139\ufe0f<\/td><td>\u2139\ufe0f<\/td><\/tr><tr><td>Reports<\/td><td>\u2714\ufe0f<\/td><td>\u274c<\/td><td>\u274c<\/td><td>\u274c<\/td><td>\u2714\ufe0f<\/td><td>\u274c<\/td><td>\u274c<\/td><td>\u274c<\/td><td>\u274c<\/td><td>\u274c<\/td><td>\u274c<\/td><td>\u274c<\/td><td>\u274c<\/td><td>\u274c<\/td><td>\u274c<\/td><td>\u274c<\/td><td>\u2714\ufe0f<\/td><td>\u274c<\/td><td>\u274c<\/td><td>\u274c<\/td><\/tr><tr><td>Settings<\/td><td>\u274c<\/td><td>\u274c<\/td><td>\u274c<\/td><td>\u274c<\/td><td>\u2714\ufe0f<\/td><td>\u2139\ufe0f<\/td><td>\u2714\ufe0f<\/td><td>\u2139\ufe0f<\/td><td>\u274c<\/td><td>\u274c<\/td><td>\u274c<\/td><td>\u274c<\/td><td>\u2139\ufe0f<\/td><td>\u2139\ufe0f<\/td><td>\u274c<\/td><td>\u274c<\/td><td>\u2714\ufe0f<\/td><td>\u2139\ufe0f<\/td><td>\u2714\ufe0f<\/td><td>\u2139\ufe0f<\/td><\/tr><tr><td>Apps<\/td><td>\u2139\ufe0f<\/td><td>\u274c<\/td><td>\u274c<\/td><td>\u274c<\/td><td>\u2139\ufe0f<\/td><td>\u2139\ufe0f<\/td><td>\u2139\ufe0f<\/td><td>\u2139\ufe0f<\/td><td>\u274c<\/td><td>\u274c<\/td><td>\u274c<\/td><td>\u274c<\/td><td>\u274c<\/td><td>\u274c<\/td><td>\u274c<\/td><td>\u274c<\/td><td>\u2139\ufe0f<\/td><td>\u2139\ufe0f<\/td><td>\u2139\ufe0f<\/td><td>\u2139\ufe0f<\/td><\/tr><tr><td>Widgets<\/td><td>\u2714\ufe0f<\/td><td>\u274c<\/td><td>\u274c<\/td><td>\u274c<\/td><td>\u2714\ufe0f<\/td><td>\u274c<\/td><td>\u274c<\/td><td>\u274c<\/td><td>\u274c<\/td><td>\u274c<\/td><td>\u274c<\/td><td>\u274c<\/td><td>\u274c<\/td><td>\u274c<\/td><td>\u274c<\/td><td>\u274c<\/td><td>\u2714\ufe0f<\/td><td>\u274c<\/td><td>\u274c<\/td><td>\u274c<\/td><\/tr><tr><td>Portal<\/td><td>\u274c<\/td><td>\u274c<\/td><td>\u274c<\/td><td>\u274c<\/td><td>\u274c<\/td><td>\u274c<\/td><td>\u274c<\/td><td>\u274c<\/td><td>\u2714\ufe0f<\/td><td>\u274c<\/td><td>\u2714\ufe0f<\/td><td>\u274c<\/td><td>\u274c<\/td><td>\u274c<\/td><td>\u274c<\/td><td>\u274c<\/td><td>\u274c<\/td><td>\u274c<\/td><td>\u274c<\/td><td>\u274c<\/td><\/tr><tr><td>Offline Payments<\/td><td>\u274c<\/td><td>\u274c<\/td><td>\u274c<\/td><td>\u274c<\/td><td>\u2714\ufe0f<\/td><td>\u274c<\/td><td>\u2714\ufe0f<\/td><td>\u2714\ufe0f<\/td><td>\u274c<\/td><td>\u274c<\/td><td>\u274c<\/td><td>\u274c<\/td><td>\u274c<\/td><td>\u274c<\/td><td>\u274c<\/td><td>\u274c<\/td><td>\u2714\ufe0f<\/td><td>\u274c<\/td><td>\u2714\ufe0f<\/td><td>\u2714\ufe0f<\/td><\/tr><tr><td>Paypal Standard<\/td><td>\u274c<\/td><td>\u274c<\/td><td>\u274c<\/td><td>\u274c<\/td><td>\u2714\ufe0f<\/td><td>\u274c<\/td><td>\u2714\ufe0f<\/td><td>\u274c<\/td><td>\u274c<\/td><td>\u274c<\/td><td>\u274c<\/td><td>\u274c<\/td><td>\u274c<\/td><td>\u274c<\/td><td>\u274c<\/td><td>\u274c<\/td><td>\u2714\ufe0f<\/td><td>\u274c<\/td><td>\u2714\ufe0f<\/td><td>\u274c<\/td><\/tr><tr><td>Two Factor Authentication<\/td><td>\u2139\ufe0f<\/td><td>\u274c<\/td><td>\u2139\ufe0f<\/td><td>\u274c<\/td><td>N\/A<\/td><td>N\/A<\/td><td>N\/A<\/td><td>N\/A<\/td><td>\u274c<\/td><td>\u274c<\/td><td>\u274c<\/td><td>\u274c<\/td><td>\u2139\ufe0f<\/td><td>\u274c<\/td><td>\u2139\ufe0f<\/td><td>\u274c<\/td><td>\u2139\ufe0f<\/td><td>\u274c<\/td><td>\u2139\ufe0f<\/td><td>\u274c<\/td><\/tr><tr><td>Install (On-premise)<\/td><td>N\/A<\/td><td>N\/A<\/td><td>N\/A<\/td><td>N\/A<\/td><td>\u2714\ufe0f<\/td><td>\u274c<\/td><td>\u2714\ufe0f<\/td><td>\u274c<\/td><td>N\/A<\/td><td>N\/A<\/td><td>N\/A<\/td><td>N\/A<\/td><td>N\/A<\/td><td>N\/A<\/td><td>N\/A<\/td><td>N\/A<\/td><td>N\/A<\/td><td>N\/A<\/td><td>N\/A<\/td><td>N\/A<\/td><\/tr><tr><td>Roles (On-premise)<\/td><td>N\/A<\/td><td>N\/A<\/td><td>N\/A<\/td><td>N\/A<\/td><td>\u2714\ufe0f<\/td><td>\u2714\ufe0f<\/td><td>\u2714\ufe0f<\/td><td>\u2714\ufe0f<\/td><td>N\/A<\/td><td>N\/A<\/td><td>N\/A<\/td><td>N\/A<\/td><td>N\/A<\/td><td>N\/A<\/td><td>N\/A<\/td><td>N\/A<\/td><td>N\/A<\/td><td>N\/A<\/td><td>N\/A<\/td><td>N\/A<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<p><strong><em>Tip<\/em><\/strong><em>: You can create custom roles on Akaunting and define Access levels based on your business&#8217;s needs. The &#8220;<\/em><strong><em>Select Everything<\/em><\/strong><em>&#8221; checkbox lets you grant full permission to a User.<\/em><\/p>\n\n\n\n<p>Below are the default access levels listed for roles on Akaunting:<\/p>\n\n\n\n<figure class=\"wp-block-table\"><table><tbody><tr><td>Accountant<\/td><td><a href=\"#admin\" data-type=\"internal\" data-id=\"#admin\">Admin<\/a> (On-premise)<\/td><td><a href=\"#customer\" data-type=\"internal\" data-id=\"#customer\">Customer<\/a><\/td><td><a href=\"#employee\" data-type=\"internal\" data-id=\"#employee\">Employee<\/a><\/td><td><a href=\"#manager\" data-type=\"internal\" data-id=\"#manager\">Manager<\/a><\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>Accountant<\/strong><\/h3>\n\n\n\n<p>You can Invite Accountants at no extra cost on the <a href=\"https:\/\/akaunting.com\/plans\" rel=\"noreferrer noopener\" target=\"_blank\">Standard, Premium, Elite, and Ultimate<\/a> plans.<\/p>\n\n\n\n<p>When Inviting an Accountant, you can select the Company, Landing Page, and Language you want them to access and operate in.<\/p>\n\n\n\n<figure class=\"wp-block-image aligncenter size-large is-resized\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"576\" src=\"https:\/\/assets.akaunting.com\/hc\/2023\/10\/19141802\/invite-user-create-1024x576.png\" alt=\"\" class=\"wp-image-1935\" style=\"aspect-ratio:1.7777777777777777;width:745px;height:auto\" srcset=\"https:\/\/assets.akaunting.com\/hc\/2023\/10\/19141802\/invite-user-create-1024x576.png 1024w, https:\/\/assets.akaunting.com\/hc\/2023\/10\/19141802\/invite-user-create-300x169.png 300w, https:\/\/assets.akaunting.com\/hc\/2023\/10\/19141802\/invite-user-create-768x432.png 768w, https:\/\/assets.akaunting.com\/hc\/2023\/10\/19141802\/invite-user-create-1536x864.png 1536w, https:\/\/assets.akaunting.com\/hc\/2023\/10\/19141802\/invite-user-create.png 1920w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p>An <strong>Accountant<\/strong> has access to the following:<\/p>\n\n\n\n<h4 class=\"wp-block-heading\"><strong>Special<\/strong><\/h4>\n\n\n\n<p>This top-level access allows a User to <code>View, Create, Edit, and Delete<\/code> the <strong><em>Admin Panel, API, Notifications, and Client Portal.<\/em><\/strong><\/p>\n\n\n\n<p>An <strong>Accountant<\/strong> can only View your <strong>Admin Panel<\/strong> and the <strong>API<\/strong> but can&#8217;t make any changes.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"223\" src=\"https:\/\/assets.akaunting.com\/hc\/2023\/10\/19142022\/special-e1697720828470-1024x223.png\" alt=\"\" class=\"wp-image-1937\" srcset=\"https:\/\/assets.akaunting.com\/hc\/2023\/10\/19142022\/special-e1697720828470-1024x223.png 1024w, https:\/\/assets.akaunting.com\/hc\/2023\/10\/19142022\/special-e1697720828470-300x65.png 300w, https:\/\/assets.akaunting.com\/hc\/2023\/10\/19142022\/special-e1697720828470-768x167.png 768w, https:\/\/assets.akaunting.com\/hc\/2023\/10\/19142022\/special-e1697720828470-1536x335.png 1536w, https:\/\/assets.akaunting.com\/hc\/2023\/10\/19142022\/special-e1697720828470.png 1596w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<h4 class=\"wp-block-heading\"><strong>Authentication<\/strong><\/h4>\n\n\n\n<p>This access level allows a User to <code>View, Create, Edit, and Delete<\/code> the <strong><em>Users, Profile, <\/em><\/strong><em>and<\/em><strong><em> Roles<\/em><\/strong>.<\/p>\n\n\n\n<p>An <strong>Accountant<\/strong> can only <strong>View<\/strong> and <strong>Edit<\/strong> their <strong>Profile<\/strong>.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1590\" height=\"307\" src=\"https:\/\/assets.akaunting.com\/hc\/2023\/10\/19142243\/authentication-e1697720799291.png\" alt=\"\" class=\"wp-image-1939\" srcset=\"https:\/\/assets.akaunting.com\/hc\/2023\/10\/19142243\/authentication-e1697720799291.png 1590w, https:\/\/assets.akaunting.com\/hc\/2023\/10\/19142243\/authentication-e1697720799291-300x58.png 300w, https:\/\/assets.akaunting.com\/hc\/2023\/10\/19142243\/authentication-e1697720799291-1024x198.png 1024w, https:\/\/assets.akaunting.com\/hc\/2023\/10\/19142243\/authentication-e1697720799291-768x148.png 768w, https:\/\/assets.akaunting.com\/hc\/2023\/10\/19142243\/authentication-e1697720799291-1536x297.png 1536w\" sizes=\"auto, (max-width: 1590px) 100vw, 1590px\" \/><\/figure>\n\n\n\n<h4 class=\"wp-block-heading\"><strong>Common<\/strong><\/h4>\n\n\n\n<p>This access level allows a User to <code>View, Create, Edit, and Delete<\/code> <strong><em>Companies, Items, Import, Uploads, Dashboards, Reports, Search, <\/em><\/strong><em>and<\/em><strong><em> Widgets.<\/em><\/strong><\/p>\n\n\n\n<p>An <strong>Accountant<\/strong> can only <strong>View<\/strong> your<strong><em> Items, Dashboards, Reports, Search, <\/em><\/strong><em>and<\/em><strong><em> Widgets.<\/em><\/strong><\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1600\" height=\"598\" src=\"https:\/\/assets.akaunting.com\/hc\/2023\/10\/19142333\/common-1-e1697720524191.png\" alt=\"\" class=\"wp-image-1940\" srcset=\"https:\/\/assets.akaunting.com\/hc\/2023\/10\/19142333\/common-1-e1697720524191.png 1600w, https:\/\/assets.akaunting.com\/hc\/2023\/10\/19142333\/common-1-e1697720524191-300x112.png 300w, https:\/\/assets.akaunting.com\/hc\/2023\/10\/19142333\/common-1-e1697720524191-1024x383.png 1024w, https:\/\/assets.akaunting.com\/hc\/2023\/10\/19142333\/common-1-e1697720524191-768x287.png 768w, https:\/\/assets.akaunting.com\/hc\/2023\/10\/19142333\/common-1-e1697720524191-1536x574.png 1536w\" sizes=\"auto, (max-width: 1600px) 100vw, 1600px\" \/><\/figure>\n\n\n\n<h4 class=\"wp-block-heading\"><strong>Sales<\/strong><\/h4>\n\n\n\n<p>This access level allows a User to <code>View, Create, Edit, and Delete<\/code> <strong><em>Invoices <\/em><\/strong><em>and<\/em><strong><em> Customers<\/em><\/strong>.<\/p>\n\n\n\n<p>An <strong>Accountant<\/strong> can only <strong>View<\/strong> your<strong><em> Invoices <\/em><\/strong><em>and<\/em><strong><em> Customers.<\/em><\/strong><\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1600\" height=\"233\" src=\"https:\/\/assets.akaunting.com\/hc\/2023\/10\/19142408\/sales-e1697720503115.png\" alt=\"\" class=\"wp-image-1941\" srcset=\"https:\/\/assets.akaunting.com\/hc\/2023\/10\/19142408\/sales-e1697720503115.png 1600w, https:\/\/assets.akaunting.com\/hc\/2023\/10\/19142408\/sales-e1697720503115-300x44.png 300w, https:\/\/assets.akaunting.com\/hc\/2023\/10\/19142408\/sales-e1697720503115-1024x149.png 1024w, https:\/\/assets.akaunting.com\/hc\/2023\/10\/19142408\/sales-e1697720503115-768x112.png 768w, https:\/\/assets.akaunting.com\/hc\/2023\/10\/19142408\/sales-e1697720503115-1536x224.png 1536w\" sizes=\"auto, (max-width: 1600px) 100vw, 1600px\" \/><\/figure>\n\n\n\n<h4 class=\"wp-block-heading\"><strong>Purchases<\/strong><\/h4>\n\n\n\n<p>This access level allows a User to <code>View, Create, Edit, and Delete<\/code> <strong><em>Bills <\/em><\/strong><em>and<\/em><strong><em> Vendors<\/em><\/strong>.<\/p>\n\n\n\n<p>An <strong>Accountant<\/strong> can only <strong>View<\/strong> your<strong><em> Bills <\/em><\/strong><em>and<\/em><strong><em> Vendors.<\/em><\/strong><\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1603\" height=\"240\" src=\"https:\/\/assets.akaunting.com\/hc\/2023\/10\/19142535\/purchases-e1697720485685.png\" alt=\"\" class=\"wp-image-1942\" srcset=\"https:\/\/assets.akaunting.com\/hc\/2023\/10\/19142535\/purchases-e1697720485685.png 1603w, https:\/\/assets.akaunting.com\/hc\/2023\/10\/19142535\/purchases-e1697720485685-300x45.png 300w, https:\/\/assets.akaunting.com\/hc\/2023\/10\/19142535\/purchases-e1697720485685-1024x153.png 1024w, https:\/\/assets.akaunting.com\/hc\/2023\/10\/19142535\/purchases-e1697720485685-768x115.png 768w, https:\/\/assets.akaunting.com\/hc\/2023\/10\/19142535\/purchases-e1697720485685-1536x230.png 1536w\" sizes=\"auto, (max-width: 1603px) 100vw, 1603px\" \/><\/figure>\n\n\n\n<h4 class=\"wp-block-heading\"><strong>Banking<\/strong><\/h4>\n\n\n\n<p>This access level allows a User to <code>View, Create, Edit, and Delete<\/code> <strong><em>Accounts, Transactions, Transfers, <\/em><\/strong><em>and<\/em><strong><em> Reconciliations<\/em><\/strong>.<\/p>\n\n\n\n<p>An <strong>Accountant<\/strong> can only <strong>View<\/strong> your<strong><em> Accounts, Transactions, Transfers, <\/em><\/strong><em>and<\/em><strong><em> Reconciliations<\/em><\/strong>.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1590\" height=\"368\" src=\"https:\/\/assets.akaunting.com\/hc\/2023\/10\/19142616\/banking-e1697720464460.png\" alt=\"\" class=\"wp-image-1943\" srcset=\"https:\/\/assets.akaunting.com\/hc\/2023\/10\/19142616\/banking-e1697720464460.png 1590w, https:\/\/assets.akaunting.com\/hc\/2023\/10\/19142616\/banking-e1697720464460-300x69.png 300w, https:\/\/assets.akaunting.com\/hc\/2023\/10\/19142616\/banking-e1697720464460-1024x237.png 1024w, https:\/\/assets.akaunting.com\/hc\/2023\/10\/19142616\/banking-e1697720464460-768x178.png 768w, https:\/\/assets.akaunting.com\/hc\/2023\/10\/19142616\/banking-e1697720464460-1536x356.png 1536w\" sizes=\"auto, (max-width: 1590px) 100vw, 1590px\" \/><\/figure>\n\n\n\n<h4 class=\"wp-block-heading\"><strong>Reports<\/strong><\/h4>\n\n\n\n<p>This access level allows a User to <code>View, Create, Edit, and Delete<\/code><strong><em>Accounts, Transactions, Transfers, <\/em><\/strong><em>and<\/em><strong><em> Reconciliations<\/em><\/strong>.<\/p>\n\n\n\n<p>An <strong>Accountant<\/strong> can only <strong>View<\/strong> your<strong><em> Accounts, Transactions, Transfers, <\/em><\/strong><em>and<\/em><strong><em> Reconciliations<\/em><\/strong>.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1593\" height=\"428\" src=\"https:\/\/assets.akaunting.com\/hc\/2023\/10\/19142652\/reports-1-e1697720441277.png\" alt=\"\" class=\"wp-image-1944\" srcset=\"https:\/\/assets.akaunting.com\/hc\/2023\/10\/19142652\/reports-1-e1697720441277.png 1593w, https:\/\/assets.akaunting.com\/hc\/2023\/10\/19142652\/reports-1-e1697720441277-300x81.png 300w, https:\/\/assets.akaunting.com\/hc\/2023\/10\/19142652\/reports-1-e1697720441277-1024x275.png 1024w, https:\/\/assets.akaunting.com\/hc\/2023\/10\/19142652\/reports-1-e1697720441277-768x206.png 768w, https:\/\/assets.akaunting.com\/hc\/2023\/10\/19142652\/reports-1-e1697720441277-1536x413.png 1536w\" sizes=\"auto, (max-width: 1593px) 100vw, 1593px\" \/><\/figure>\n\n\n\n<h4 class=\"wp-block-heading\"><strong>Apps<\/strong><\/h4>\n\n\n\n<p>This access level allows a User to <code>View, Create, Edit, and Delete<\/code> <em>the<\/em><strong><em> Apps Home, List, Details, Tokens, Installed Apps, <\/em><\/strong><em>and<\/em><strong><em> API Key<\/em><\/strong>.<\/p>\n\n\n\n<p>An <strong>Accountant<\/strong> can only <strong>View<\/strong> your<strong><em> Apps Home, List, Details, <\/em><\/strong><em>and<\/em><strong><em> Installed Apps<\/em><\/strong>.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1596\" height=\"489\" src=\"https:\/\/assets.akaunting.com\/hc\/2023\/10\/19142733\/apps-1-e1697720420854.png\" alt=\"\" class=\"wp-image-1945\" srcset=\"https:\/\/assets.akaunting.com\/hc\/2023\/10\/19142733\/apps-1-e1697720420854.png 1596w, https:\/\/assets.akaunting.com\/hc\/2023\/10\/19142733\/apps-1-e1697720420854-300x92.png 300w, https:\/\/assets.akaunting.com\/hc\/2023\/10\/19142733\/apps-1-e1697720420854-1024x314.png 1024w, https:\/\/assets.akaunting.com\/hc\/2023\/10\/19142733\/apps-1-e1697720420854-768x235.png 768w, https:\/\/assets.akaunting.com\/hc\/2023\/10\/19142733\/apps-1-e1697720420854-1536x471.png 1536w\" sizes=\"auto, (max-width: 1596px) 100vw, 1596px\" \/><\/figure>\n\n\n\n<h4 class=\"wp-block-heading\"><strong>Widgets<\/strong><\/h4>\n\n\n\n<p>This access level allows a User to <code>View, Create, Edit, and Delete<\/code> <em>the<\/em><strong><em> Account Balance, Cash Flow, Expense by Category, Currencies, Connect Bank Accounts, Payables, Profit &amp; Loss, and Receivables <\/em><\/strong><em>widgets<\/em>.<\/p>\n\n\n\n<p>An <strong>Accountant<\/strong> can only <strong>View<\/strong> <strong><em>All<\/em><\/strong><em> listed Widgets<\/em>.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1596\" height=\"588\" src=\"https:\/\/assets.akaunting.com\/hc\/2023\/10\/19142809\/widget-1-e1697720398745.png\" alt=\"\" class=\"wp-image-1946\" srcset=\"https:\/\/assets.akaunting.com\/hc\/2023\/10\/19142809\/widget-1-e1697720398745.png 1596w, https:\/\/assets.akaunting.com\/hc\/2023\/10\/19142809\/widget-1-e1697720398745-300x111.png 300w, https:\/\/assets.akaunting.com\/hc\/2023\/10\/19142809\/widget-1-e1697720398745-1024x377.png 1024w, https:\/\/assets.akaunting.com\/hc\/2023\/10\/19142809\/widget-1-e1697720398745-768x283.png 768w, https:\/\/assets.akaunting.com\/hc\/2023\/10\/19142809\/widget-1-e1697720398745-1536x566.png 1536w\" sizes=\"auto, (max-width: 1596px) 100vw, 1596px\" \/><\/figure>\n\n\n\n<h4 class=\"wp-block-heading\"><strong>Double Entry<\/strong><\/h4>\n\n\n\n<p>This access level allows a User to <code>View, Create, Edit, and Delete<\/code> <em>the<\/em><strong><em> Chart of Accounts, Manual Journals, Settings, Double Entry Reports (General Ledger, Balance Sheet, Trial Balance), Widgets, and more.<\/em><\/strong><\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1600\" height=\"979\" src=\"https:\/\/assets.akaunting.com\/hc\/2023\/10\/19142848\/double-entry-2-e1697720365563.png\" alt=\"\" class=\"wp-image-1947\" srcset=\"https:\/\/assets.akaunting.com\/hc\/2023\/10\/19142848\/double-entry-2-e1697720365563.png 1600w, https:\/\/assets.akaunting.com\/hc\/2023\/10\/19142848\/double-entry-2-e1697720365563-300x184.png 300w, https:\/\/assets.akaunting.com\/hc\/2023\/10\/19142848\/double-entry-2-e1697720365563-1024x627.png 1024w, https:\/\/assets.akaunting.com\/hc\/2023\/10\/19142848\/double-entry-2-e1697720365563-768x470.png 768w, https:\/\/assets.akaunting.com\/hc\/2023\/10\/19142848\/double-entry-2-e1697720365563-1536x940.png 1536w\" sizes=\"auto, (max-width: 1600px) 100vw, 1600px\" \/><\/figure>\n\n\n\n<p>An <strong>Accountant<\/strong> can:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>View<\/strong> <strong><em>All<\/em><\/strong><em> listed features<\/em>.<\/li>\n\n\n\n<li><strong>Create <\/strong>the <strong><em>Chart of Accounts <\/em><\/strong><em>and<\/em><strong><em> Manual Journals<\/em><\/strong><\/li>\n\n\n\n<li><strong>Edit <\/strong>the<strong> <em>Chart of Accounts, Manual Journals, and Settings<\/em><\/strong><\/li>\n\n\n\n<li><strong>Delete <\/strong>the <strong><em>Chart of Accounts <\/em><\/strong><em>and<\/em><strong><em> Manual Journals<\/em><\/strong><\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\">Two Factor Authentication<\/h4>\n\n\n\n<p>This access level allows a User to <code>View, Create, Edit, and Delete<\/code> <em>the<\/em> <strong><em>Read TwoFactor, Update TwoFactor, <\/em><\/strong><em>and<\/em><strong><em> Settings.<\/em><\/strong><\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1603\" height=\"284\" src=\"https:\/\/assets.akaunting.com\/hc\/2023\/10\/19142929\/two-factor-e1697720345451.png\" alt=\"\" class=\"wp-image-1948\" srcset=\"https:\/\/assets.akaunting.com\/hc\/2023\/10\/19142929\/two-factor-e1697720345451.png 1603w, https:\/\/assets.akaunting.com\/hc\/2023\/10\/19142929\/two-factor-e1697720345451-300x53.png 300w, https:\/\/assets.akaunting.com\/hc\/2023\/10\/19142929\/two-factor-e1697720345451-1024x181.png 1024w, https:\/\/assets.akaunting.com\/hc\/2023\/10\/19142929\/two-factor-e1697720345451-768x136.png 768w, https:\/\/assets.akaunting.com\/hc\/2023\/10\/19142929\/two-factor-e1697720345451-1536x272.png 1536w\" sizes=\"auto, (max-width: 1603px) 100vw, 1603px\" \/><\/figure>\n\n\n\n<p>An <strong>Accountant<\/strong> can only:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>View<\/strong> the <strong><em>Read TwoFactor<\/em><\/strong><\/li>\n\n\n\n<li><strong>Edit <\/strong>their TwoFactor Settings (<strong><em>Update TwoFactor<\/em><\/strong>)<\/li>\n<\/ul>\n\n\n\n<p><strong><em>Important Note<\/em><\/strong><em>: You can&#8217;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.<\/em><\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"576\" src=\"https:\/\/assets.akaunting.com\/hc\/2023\/10\/19143442\/access-1024x576.png\" alt=\"\" class=\"wp-image-1952\" srcset=\"https:\/\/assets.akaunting.com\/hc\/2023\/10\/19143442\/access-1024x576.png 1024w, https:\/\/assets.akaunting.com\/hc\/2023\/10\/19143442\/access-300x169.png 300w, https:\/\/assets.akaunting.com\/hc\/2023\/10\/19143442\/access-768x432.png 768w, https:\/\/assets.akaunting.com\/hc\/2023\/10\/19143442\/access-1536x864.png 1536w, https:\/\/assets.akaunting.com\/hc\/2023\/10\/19143442\/access.png 1920w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"admin\">Admin (On-Premise)<\/h2>\n\n\n\n<p>You can Invite Users as <strong>Admins<\/strong> and give them full access to manage your business operations at no extra cost on the <a href=\"https:\/\/akaunting.com\/plans-on-premise\" rel=\"noreferrer noopener\" target=\"_blank\">Standard, Premium, Elite, and Ultimate<\/a> on-premise plans.<\/p>\n\n\n\n<p>An <strong>Admin<\/strong> has the following permissions:<\/p>\n\n\n\n<h4 class=\"wp-block-heading\"><strong>Special<\/strong><\/h4>\n\n\n\n<p>An <strong>Admin<\/strong> can:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><code>View<\/code> The <strong><em>Admin Panel <\/em><\/strong>and <strong><em>API.<\/em><\/strong><\/li>\n\n\n\n<li><code>View<\/code> &amp; <code>Edit<\/code> <strong><em>Notifications<\/em><\/strong><\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\"><strong>Authentication<\/strong><\/h4>\n\n\n\n<p>An <strong>Admin<\/strong> can:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><code>View<\/code> , <code>Create<\/code> ,<code>Edit<\/code>&amp; <code>Delete<\/code> <strong><em>Users<\/em><\/strong>.<\/li>\n\n\n\n<li><code>View<\/code> &amp; <code>Edit<\/code> <strong><em>Profiles<\/em><\/strong><\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\"><strong>Common<\/strong><\/h4>\n\n\n\n<p>An <strong>Admin<\/strong> can:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><code>View<\/code> <strong><em>Search<\/em><\/strong><\/li>\n\n\n\n<li><code>View<\/code> &amp; <code>Delete<\/code> <strong><em>Uploads<\/em><\/strong><\/li>\n\n\n\n<li><code>View<\/code>,<code>Edit<\/code> ,<code>Create<\/code> &amp; <code>Delete<\/code> <strong><em>Companies, Items, Dashboards, Reports, <\/em><\/strong><em>and<\/em><strong><em> Widgets.<\/em><\/strong><\/li>\n\n\n\n<li><code>Create<\/code><strong> <em>Import<\/em><\/strong><\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\"><strong>Sales<\/strong><\/h4>\n\n\n\n<p>An <strong>Admin<\/strong> can:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><code>View<\/code>,<code>Edit<\/code> ,<code>Create<\/code> &amp; <code>Delete<\/code> <strong><em>Invoices<\/em><\/strong> and <strong><em>Customers<\/em><\/strong><\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\"><strong>Purchases<\/strong><\/h4>\n\n\n\n<p>An <strong>Admin<\/strong> can:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><code>View<\/code>,<code>Edit<\/code> ,<code>Create<\/code> &amp; <code>Delete<\/code> <strong><em>Bills<\/em><\/strong> and <strong><em>Vendors<\/em><\/strong><\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\"><strong>Banking<\/strong><\/h4>\n\n\n\n<p>An <strong>Admin<\/strong> can:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><code>View<\/code> , <code>Edit<\/code> ,<code>Create<\/code> &amp; <code>Delete<\/code> <strong><em>Accounts<\/em><\/strong>, <strong><em>Transfers<\/em><\/strong>, <strong><em>Transactions<\/em><\/strong> and <strong><em>Reconciliations<\/em><\/strong><\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\"><strong>Reports<\/strong><\/h4>\n\n\n\n<p>An <strong>Admin<\/strong> can:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><code>View<\/code> <strong><em>Income Summary, Expense Summary, Income vs Expense, Tax Summary and Profit &amp; Loss<\/em><\/strong><\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\"><strong>Setting<\/strong><\/h4>\n\n\n\n<p>An <strong>Admin<\/strong> can:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><code>View<\/code> , <code>Edit<\/code> , <code>Create<\/code> &amp; <code>Delete<\/code> <strong><em>Categories, Taxes<\/em><\/strong> and <strong><em>Currencies<\/em><\/strong><\/li>\n\n\n\n<li><code>View<\/code> &amp; <code>Edit<\/code> <strong><em>Apps, Company, Default, Invoice, Localisation, Email templates,<\/em><\/strong> and <strong><em>Schedule<\/em><\/strong><\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\"><strong>Apps<\/strong><\/h4>\n\n\n\n<p>An <strong>Admin<\/strong> can:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><code>View<\/code> ,<code>Edit<\/code> ,<code>Create<\/code> &amp; <code>Delete<\/code> <strong><em>App Details<\/em><\/strong><\/li>\n\n\n\n<li><code>View<\/code> <strong><em>Home<\/em><\/strong>, <strong><em>List,<\/em><\/strong> and <strong><em>My Apps<\/em><\/strong><\/li>\n\n\n\n<li><code>Create<\/code> &amp;<code>Edit<\/code> <strong><em>API key<\/em><\/strong><\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\"><strong>Widgets<\/strong><\/h4>\n\n\n\n<p>An <strong>Admin<\/strong> can:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><code>View<\/code> <strong><em>Account Balance, Cash Flow, Expense by Category, Currency, Connect Bank Accounts, Payables, <\/em><\/strong><em>and<\/em><strong><em> more.<\/em><\/strong><\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\"><strong>Install<\/strong><\/h4>\n\n\n\n<p>An <strong>Admin<\/strong> can:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><code>View<\/code> &amp; <code>Edit<\/code> <strong><em>Updates<\/em><\/strong><\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\">Offline <strong>Payments<\/strong><\/h4>\n\n\n\n<p>An <strong>Admin<\/strong> can:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><code>View<\/code> ,<code>Edit<\/code> &amp; <code>Delete<\/code> <strong><em>Settings<\/em><\/strong><\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\"><\/h4>\n\n\n\n<h4 class=\"wp-block-heading\"><strong>PayPal Standard<\/strong><\/h4>\n\n\n\n<p>An <strong>Admin<\/strong> can:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><code>View<\/code> &amp; <code>Edit<\/code> <strong><em>Settings<\/em><\/strong><\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\"><strong>Roles<\/strong><\/h4>\n\n\n\n<p>An <strong>Admin<\/strong> can:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><code>View<\/code> ,<code>Edit<\/code> ,<code>Create<\/code> &amp; <code>Delete<\/code> <strong><em>Roles<\/em><\/strong><\/li>\n<\/ul>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"customer\">Customer<\/h2>\n\n\n\n<p>You can Invite Customers and give them access to manage their Invoices and Payments on the Client Portal at no extra cost on the <a href=\"https:\/\/akaunting.com\/plans\" rel=\"noreferrer noopener\" target=\"_blank\">Standard, Premium, Elite, and Ultimate<\/a> plans.<\/p>\n\n\n\n<p>To Invite a Customer, you need to check the &#8220;<strong>Can login<\/strong>&#8221; box when creating a new Customer.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"576\" src=\"https:\/\/assets.akaunting.com\/hc\/2023\/10\/19143543\/can-login-1024x576.png\" alt=\"\" class=\"wp-image-1953\" srcset=\"https:\/\/assets.akaunting.com\/hc\/2023\/10\/19143543\/can-login-1024x576.png 1024w, https:\/\/assets.akaunting.com\/hc\/2023\/10\/19143543\/can-login-300x169.png 300w, https:\/\/assets.akaunting.com\/hc\/2023\/10\/19143543\/can-login-768x432.png 768w, https:\/\/assets.akaunting.com\/hc\/2023\/10\/19143543\/can-login-1536x864.png 1536w, https:\/\/assets.akaunting.com\/hc\/2023\/10\/19143543\/can-login.png 1920w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p>A <strong>Customer<\/strong> has the following permissions:<\/p>\n\n\n\n<h4 class=\"wp-block-heading\"><strong>Special<\/strong><\/h4>\n\n\n\n<p>A <strong>Customer<\/strong> can only View the <strong><em>Client Portal.<\/em><\/strong><\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1600\" height=\"348\" src=\"https:\/\/assets.akaunting.com\/hc\/2023\/10\/19143702\/customer-special-e1697720318959.png\" alt=\"\" class=\"wp-image-1954\" srcset=\"https:\/\/assets.akaunting.com\/hc\/2023\/10\/19143702\/customer-special-e1697720318959.png 1600w, https:\/\/assets.akaunting.com\/hc\/2023\/10\/19143702\/customer-special-e1697720318959-300x65.png 300w, https:\/\/assets.akaunting.com\/hc\/2023\/10\/19143702\/customer-special-e1697720318959-1024x223.png 1024w, https:\/\/assets.akaunting.com\/hc\/2023\/10\/19143702\/customer-special-e1697720318959-768x167.png 768w, https:\/\/assets.akaunting.com\/hc\/2023\/10\/19143702\/customer-special-e1697720318959-1536x334.png 1536w\" sizes=\"auto, (max-width: 1600px) 100vw, 1600px\" \/><\/figure>\n\n\n\n<p><strong>Portal<\/strong><\/p>\n\n\n\n<p>This access level allows a User to <code>View, Create, Edit, and Delete<\/code> the <strong><em>Invoices, Payments, Profile, <\/em><\/strong><em>and<\/em><strong><em> Proposals<\/em><\/strong>.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1590\" height=\"371\" src=\"https:\/\/assets.akaunting.com\/hc\/2023\/10\/19143734\/customer-portal-e1697720292660.png\" alt=\"\" class=\"wp-image-1955\" srcset=\"https:\/\/assets.akaunting.com\/hc\/2023\/10\/19143734\/customer-portal-e1697720292660.png 1590w, https:\/\/assets.akaunting.com\/hc\/2023\/10\/19143734\/customer-portal-e1697720292660-300x70.png 300w, https:\/\/assets.akaunting.com\/hc\/2023\/10\/19143734\/customer-portal-e1697720292660-1024x239.png 1024w, https:\/\/assets.akaunting.com\/hc\/2023\/10\/19143734\/customer-portal-e1697720292660-768x179.png 768w, https:\/\/assets.akaunting.com\/hc\/2023\/10\/19143734\/customer-portal-e1697720292660-1536x358.png 1536w\" sizes=\"auto, (max-width: 1590px) 100vw, 1590px\" \/><\/figure>\n\n\n\n<p>A <strong>Customer<\/strong> can only <code><strong><em>View<\/em><\/strong><\/code><strong> <\/strong>and<strong> <\/strong><code><strong><em>Edit<\/em><\/strong><\/code> the listed features.<\/p>\n\n\n\n<p><strong><em>Important Note<\/em><\/strong><em>: You can only invite Customers to use the Client Portal based on your plan&#8217;s user limit. Please refer to our <a href=\"https:\/\/akaunting.com\/plans\" rel=\"noreferrer noopener\" target=\"_blank\">plans<\/a> for more information.<\/em><\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"employee\">Employee<\/h2>\n\n\n\n<p>You can Invite <strong>Employees<\/strong> and give them access to handle certain responsibilities or business operations at no extra cost on the <a href=\"https:\/\/akaunting.com\/plans\" rel=\"noreferrer noopener\" target=\"_blank\">Standard, Premium, Elite, and Ultimate<\/a> plans. The Employees app is Free &#8211; <a href=\"https:\/\/akaunting.com\/apps\/employees\" rel=\"noreferrer noopener\" target=\"_blank\">Install here<\/a>.<\/p>\n\n\n\n<p>To Invite an Employee, you need to check the &#8220;<strong>Invite to Employee Portal<\/strong>&#8221; box when creating a new Employee.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"576\" src=\"https:\/\/assets.akaunting.com\/hc\/2023\/10\/19143806\/employees-invite-client-portal-1024x576.png\" alt=\"\" class=\"wp-image-1956\" srcset=\"https:\/\/assets.akaunting.com\/hc\/2023\/10\/19143806\/employees-invite-client-portal-1024x576.png 1024w, https:\/\/assets.akaunting.com\/hc\/2023\/10\/19143806\/employees-invite-client-portal-300x169.png 300w, https:\/\/assets.akaunting.com\/hc\/2023\/10\/19143806\/employees-invite-client-portal-768x432.png 768w, https:\/\/assets.akaunting.com\/hc\/2023\/10\/19143806\/employees-invite-client-portal-1536x864.png 1536w, https:\/\/assets.akaunting.com\/hc\/2023\/10\/19143806\/employees-invite-client-portal.png 1920w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p>An <strong>Employee<\/strong> has the following permissions:<\/p>\n\n\n\n<h4 class=\"wp-block-heading\"><strong>Special<\/strong><\/h4>\n\n\n\n<p>An <strong>Employee<\/strong> can only <code>View<\/code> the <strong><em>Admin Panel.<\/em><\/strong><\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1600\" height=\"732\" src=\"https:\/\/assets.akaunting.com\/hc\/2023\/10\/19143836\/employees-special-e1697720265340.png\" alt=\"\" class=\"wp-image-1957\" srcset=\"https:\/\/assets.akaunting.com\/hc\/2023\/10\/19143836\/employees-special-e1697720265340.png 1600w, https:\/\/assets.akaunting.com\/hc\/2023\/10\/19143836\/employees-special-e1697720265340-300x137.png 300w, https:\/\/assets.akaunting.com\/hc\/2023\/10\/19143836\/employees-special-e1697720265340-1024x468.png 1024w, https:\/\/assets.akaunting.com\/hc\/2023\/10\/19143836\/employees-special-e1697720265340-768x351.png 768w, https:\/\/assets.akaunting.com\/hc\/2023\/10\/19143836\/employees-special-e1697720265340-1536x703.png 1536w\" sizes=\"auto, (max-width: 1600px) 100vw, 1600px\" \/><\/figure>\n\n\n\n<h4 class=\"wp-block-heading\"><strong>Common<\/strong><\/h4>\n\n\n\n<p>And <strong>Employee<\/strong> can<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><code><strong>View<\/strong><\/code> <strong><em>Items, Dashboards, Search, <\/em><\/strong><em>and<\/em><strong><em> Widgets.<\/em><\/strong><\/li>\n\n\n\n<li><code><strong>Create<\/strong><\/code><strong> <em>Items, Dashboards, <\/em><\/strong><em>and<\/em><strong><em> Widgets.<\/em><\/strong><\/li>\n\n\n\n<li><code>Edit<\/code> <strong><em>Dashboards <\/em><\/strong><em>and<\/em><strong><em> Widgets.<\/em><\/strong><\/li>\n\n\n\n<li><code>Delete<\/code> <strong><em>Dashboards <\/em><\/strong><em>and<\/em><strong><em> Widgets.<\/em><\/strong><\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1593\" height=\"608\" src=\"https:\/\/assets.akaunting.com\/hc\/2023\/10\/19143910\/employee-common-e1697720245979.png\" alt=\"\" class=\"wp-image-1958\" srcset=\"https:\/\/assets.akaunting.com\/hc\/2023\/10\/19143910\/employee-common-e1697720245979.png 1593w, https:\/\/assets.akaunting.com\/hc\/2023\/10\/19143910\/employee-common-e1697720245979-300x115.png 300w, https:\/\/assets.akaunting.com\/hc\/2023\/10\/19143910\/employee-common-e1697720245979-1024x391.png 1024w, https:\/\/assets.akaunting.com\/hc\/2023\/10\/19143910\/employee-common-e1697720245979-768x293.png 768w, https:\/\/assets.akaunting.com\/hc\/2023\/10\/19143910\/employee-common-e1697720245979-1536x586.png 1536w\" sizes=\"auto, (max-width: 1593px) 100vw, 1593px\" \/><\/figure>\n\n\n\n<h4 class=\"wp-block-heading\"><strong>Purchases<\/strong><\/h4>\n\n\n\n<p>An <strong>Employee<\/strong> can:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><code><strong>View<\/strong><\/code> &amp; <code>Create<\/code> <strong><em>Vendors<\/em><\/strong><\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1580\" height=\"246\" src=\"https:\/\/assets.akaunting.com\/hc\/2023\/10\/19145615\/employee-purchases-e1697720226506.png\" alt=\"\" class=\"wp-image-1959\" srcset=\"https:\/\/assets.akaunting.com\/hc\/2023\/10\/19145615\/employee-purchases-e1697720226506.png 1580w, https:\/\/assets.akaunting.com\/hc\/2023\/10\/19145615\/employee-purchases-e1697720226506-300x47.png 300w, https:\/\/assets.akaunting.com\/hc\/2023\/10\/19145615\/employee-purchases-e1697720226506-1024x159.png 1024w, https:\/\/assets.akaunting.com\/hc\/2023\/10\/19145615\/employee-purchases-e1697720226506-768x120.png 768w, https:\/\/assets.akaunting.com\/hc\/2023\/10\/19145615\/employee-purchases-e1697720226506-1536x239.png 1536w\" sizes=\"auto, (max-width: 1580px) 100vw, 1580px\" \/><\/figure>\n\n\n\n<h4 class=\"wp-block-heading\"><strong>Settings<\/strong><\/h4>\n\n\n\n<p>An <strong>Employee<\/strong> can:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><code><strong>View<\/strong><\/code> &amp; <code>Create<\/code> <strong><em>Taxes<\/em><\/strong><\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1606\" height=\"723\" src=\"https:\/\/assets.akaunting.com\/hc\/2023\/10\/19145649\/employee-settings-e1697720199171.png\" alt=\"\" class=\"wp-image-1960\" srcset=\"https:\/\/assets.akaunting.com\/hc\/2023\/10\/19145649\/employee-settings-e1697720199171.png 1606w, https:\/\/assets.akaunting.com\/hc\/2023\/10\/19145649\/employee-settings-e1697720199171-300x135.png 300w, https:\/\/assets.akaunting.com\/hc\/2023\/10\/19145649\/employee-settings-e1697720199171-1024x461.png 1024w, https:\/\/assets.akaunting.com\/hc\/2023\/10\/19145649\/employee-settings-e1697720199171-768x346.png 768w, https:\/\/assets.akaunting.com\/hc\/2023\/10\/19145649\/employee-settings-e1697720199171-1536x691.png 1536w\" sizes=\"auto, (max-width: 1606px) 100vw, 1606px\" \/><\/figure>\n\n\n\n<h4 class=\"wp-block-heading\"><strong>Two-Factor Authentication<\/strong><\/h4>\n\n\n\n<p>An <strong>Employee<\/strong> can:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><code><strong>View<\/strong><\/code> <strong><em>Read TwoFactor<\/em><\/strong><\/li>\n\n\n\n<li><code>Edit<\/code> <strong><em>Update TwoFactor<\/em><\/strong><\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1596\" height=\"313\" src=\"https:\/\/assets.akaunting.com\/hc\/2023\/10\/19145717\/employee-two-factor-auth-e1697720177759.png\" alt=\"\" class=\"wp-image-1961\" srcset=\"https:\/\/assets.akaunting.com\/hc\/2023\/10\/19145717\/employee-two-factor-auth-e1697720177759.png 1596w, https:\/\/assets.akaunting.com\/hc\/2023\/10\/19145717\/employee-two-factor-auth-e1697720177759-300x59.png 300w, https:\/\/assets.akaunting.com\/hc\/2023\/10\/19145717\/employee-two-factor-auth-e1697720177759-1024x201.png 1024w, https:\/\/assets.akaunting.com\/hc\/2023\/10\/19145717\/employee-two-factor-auth-e1697720177759-768x151.png 768w, https:\/\/assets.akaunting.com\/hc\/2023\/10\/19145717\/employee-two-factor-auth-e1697720177759-1536x301.png 1536w\" sizes=\"auto, (max-width: 1596px) 100vw, 1596px\" \/><\/figure>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"manager\">Manager<\/h2>\n\n\n\n<p>You can Invite Users as <strong>Managers<\/strong> and give them access to manage your business operations at no extra cost on the <a href=\"https:\/\/akaunting.com\/plans\" rel=\"noreferrer noopener\" target=\"_blank\">Standard, Premium, Elite, and Ultimate<\/a> plans.<\/p>\n\n\n\n<p>When Inviting a <strong>Manager<\/strong>, you can select the Company, Landing Page, and Language you want them to access and operate in.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"576\" src=\"https:\/\/assets.akaunting.com\/hc\/2023\/10\/19145748\/manager-invite-1024x576.png\" alt=\"\" class=\"wp-image-1962\" srcset=\"https:\/\/assets.akaunting.com\/hc\/2023\/10\/19145748\/manager-invite-1024x576.png 1024w, https:\/\/assets.akaunting.com\/hc\/2023\/10\/19145748\/manager-invite-300x169.png 300w, https:\/\/assets.akaunting.com\/hc\/2023\/10\/19145748\/manager-invite-768x432.png 768w, https:\/\/assets.akaunting.com\/hc\/2023\/10\/19145748\/manager-invite-1536x864.png 1536w, https:\/\/assets.akaunting.com\/hc\/2023\/10\/19145748\/manager-invite.png 1920w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p>A <strong>Manager<\/strong> has the following permissions:<\/p>\n\n\n\n<h4 class=\"wp-block-heading\"><strong>Special<\/strong><\/h4>\n\n\n\n<p>A <strong>Manager<\/strong> can:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><code>View<\/code> the <strong><em>Admin Panel, API, <\/em><\/strong><em>and<\/em><strong><em> Notifications<\/em><\/strong><\/li>\n\n\n\n<li><code>Edit<\/code> <strong><em>Notifications<\/em><\/strong><\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1603\" height=\"336\" src=\"https:\/\/assets.akaunting.com\/hc\/2023\/10\/19145822\/manager-special-e1697720149133.png\" alt=\"\" class=\"wp-image-1963\" srcset=\"https:\/\/assets.akaunting.com\/hc\/2023\/10\/19145822\/manager-special-e1697720149133.png 1603w, https:\/\/assets.akaunting.com\/hc\/2023\/10\/19145822\/manager-special-e1697720149133-300x63.png 300w, https:\/\/assets.akaunting.com\/hc\/2023\/10\/19145822\/manager-special-e1697720149133-1024x215.png 1024w, https:\/\/assets.akaunting.com\/hc\/2023\/10\/19145822\/manager-special-e1697720149133-768x161.png 768w, https:\/\/assets.akaunting.com\/hc\/2023\/10\/19145822\/manager-special-e1697720149133-1536x322.png 1536w\" sizes=\"auto, (max-width: 1603px) 100vw, 1603px\" \/><\/figure>\n\n\n\n<h4 class=\"wp-block-heading\"><strong>Authentication<\/strong><\/h4>\n\n\n\n<p>A <strong>Manager<\/strong> can:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><code>View<\/code> , <code>Create<\/code> ,<code>Edit<\/code>&amp; <code>Delete<\/code> <strong><em>Users <\/em><\/strong><em>and<\/em><strong><em> Roles<\/em><\/strong>.<\/li>\n\n\n\n<li><code>View<\/code> &amp; <code>Edit<\/code> <strong><em>Profiles<\/em><\/strong><\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1596\" height=\"294\" src=\"https:\/\/assets.akaunting.com\/hc\/2023\/10\/19145859\/manager-auth-e1697720121986.png\" alt=\"\" class=\"wp-image-1964\" srcset=\"https:\/\/assets.akaunting.com\/hc\/2023\/10\/19145859\/manager-auth-e1697720121986.png 1596w, https:\/\/assets.akaunting.com\/hc\/2023\/10\/19145859\/manager-auth-e1697720121986-300x55.png 300w, https:\/\/assets.akaunting.com\/hc\/2023\/10\/19145859\/manager-auth-e1697720121986-1024x189.png 1024w, https:\/\/assets.akaunting.com\/hc\/2023\/10\/19145859\/manager-auth-e1697720121986-768x141.png 768w, https:\/\/assets.akaunting.com\/hc\/2023\/10\/19145859\/manager-auth-e1697720121986-1536x283.png 1536w\" sizes=\"auto, (max-width: 1596px) 100vw, 1596px\" \/><\/figure>\n\n\n\n<p><strong>Account<\/strong><\/p>\n\n\n\n<p>A <strong>Manager<\/strong> can:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><code>View<\/code> , <code>Create<\/code> &amp; <code>Delete<\/code> <strong><em>Cards <\/em><\/strong><em>and<\/em><strong><em> Cart<\/em><\/strong>.<\/li>\n\n\n\n<li><code>View<\/code> &amp; <code>Create<\/code> <strong><em>Checkouts, Plans, Subscriptions, Tickets <\/em><\/strong><em>and<\/em><strong><em> Transactions<\/em><\/strong><\/li>\n\n\n\n<li><code>View<\/code> <strong><em>Rewards<\/em><\/strong><\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1609\" height=\"601\" src=\"https:\/\/assets.akaunting.com\/hc\/2023\/10\/19150008\/manager-account-e1697720062192.png\" alt=\"\" class=\"wp-image-1966\" srcset=\"https:\/\/assets.akaunting.com\/hc\/2023\/10\/19150008\/manager-account-e1697720062192.png 1609w, https:\/\/assets.akaunting.com\/hc\/2023\/10\/19150008\/manager-account-e1697720062192-300x112.png 300w, https:\/\/assets.akaunting.com\/hc\/2023\/10\/19150008\/manager-account-e1697720062192-1024x382.png 1024w, https:\/\/assets.akaunting.com\/hc\/2023\/10\/19150008\/manager-account-e1697720062192-768x287.png 768w, https:\/\/assets.akaunting.com\/hc\/2023\/10\/19150008\/manager-account-e1697720062192-1536x574.png 1536w\" sizes=\"auto, (max-width: 1609px) 100vw, 1609px\" \/><\/figure>\n\n\n\n<h4 class=\"wp-block-heading\"><strong>Common<\/strong><\/h4>\n\n\n\n<p>A <strong>Manager<\/strong> can:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><code>View<\/code> <strong><em>Search<\/em><\/strong><\/li>\n\n\n\n<li><code>View<\/code> &amp; <code>Delete<\/code> <strong><em>Uploads<\/em><\/strong><\/li>\n\n\n\n<li><code>View<\/code>,<code>Edit<\/code> ,<code>Create<\/code> &amp; <code>Delete<\/code> <strong><em>Companies, Items, Dashboards, Reports, <\/em><\/strong><em>and<\/em><strong><em> Widgets.<\/em><\/strong><\/li>\n\n\n\n<li><code>Create<\/code><strong> <em>Import<\/em><\/strong><\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1603\" height=\"588\" src=\"https:\/\/assets.akaunting.com\/hc\/2023\/10\/19150037\/manager-common-e1697720037157.png\" alt=\"\" class=\"wp-image-1967\" srcset=\"https:\/\/assets.akaunting.com\/hc\/2023\/10\/19150037\/manager-common-e1697720037157.png 1603w, https:\/\/assets.akaunting.com\/hc\/2023\/10\/19150037\/manager-common-e1697720037157-300x110.png 300w, https:\/\/assets.akaunting.com\/hc\/2023\/10\/19150037\/manager-common-e1697720037157-1024x376.png 1024w, https:\/\/assets.akaunting.com\/hc\/2023\/10\/19150037\/manager-common-e1697720037157-768x282.png 768w, https:\/\/assets.akaunting.com\/hc\/2023\/10\/19150037\/manager-common-e1697720037157-1536x563.png 1536w\" sizes=\"auto, (max-width: 1603px) 100vw, 1603px\" \/><\/figure>\n\n\n\n<h4 class=\"wp-block-heading\"><strong>Sales<\/strong><\/h4>\n\n\n\n<p>A <strong>Manager<\/strong> can:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><code>View<\/code>,<code>Edit<\/code> ,<code>Create<\/code> &amp; <code>Delete<\/code> <strong><em>Invoices<\/em><\/strong> and <strong><em>Customers<\/em><\/strong><\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1596\" height=\"249\" src=\"https:\/\/assets.akaunting.com\/hc\/2023\/10\/19150104\/manager-sales-e1697720013253.png\" alt=\"\" class=\"wp-image-1968\" srcset=\"https:\/\/assets.akaunting.com\/hc\/2023\/10\/19150104\/manager-sales-e1697720013253.png 1596w, https:\/\/assets.akaunting.com\/hc\/2023\/10\/19150104\/manager-sales-e1697720013253-300x47.png 300w, https:\/\/assets.akaunting.com\/hc\/2023\/10\/19150104\/manager-sales-e1697720013253-1024x160.png 1024w, https:\/\/assets.akaunting.com\/hc\/2023\/10\/19150104\/manager-sales-e1697720013253-768x120.png 768w, https:\/\/assets.akaunting.com\/hc\/2023\/10\/19150104\/manager-sales-e1697720013253-1536x240.png 1536w\" sizes=\"auto, (max-width: 1596px) 100vw, 1596px\" \/><\/figure>\n\n\n\n<h4 class=\"wp-block-heading\"><strong>Purchases<\/strong><\/h4>\n\n\n\n<p>A <strong>Manager<\/strong> can:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><code>View<\/code>,<code>Edit<\/code> ,<code>Create<\/code> &amp; <code>Delete<\/code> <strong><em>Bills<\/em><\/strong> and <strong><em>Vendors<\/em><\/strong><\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1635\" height=\"220\" src=\"https:\/\/assets.akaunting.com\/hc\/2023\/10\/19150131\/manager-purchases-e1697719991376.png\" alt=\"\" class=\"wp-image-1969\" srcset=\"https:\/\/assets.akaunting.com\/hc\/2023\/10\/19150131\/manager-purchases-e1697719991376.png 1635w, https:\/\/assets.akaunting.com\/hc\/2023\/10\/19150131\/manager-purchases-e1697719991376-300x40.png 300w, https:\/\/assets.akaunting.com\/hc\/2023\/10\/19150131\/manager-purchases-e1697719991376-1024x138.png 1024w, https:\/\/assets.akaunting.com\/hc\/2023\/10\/19150131\/manager-purchases-e1697719991376-768x103.png 768w, https:\/\/assets.akaunting.com\/hc\/2023\/10\/19150131\/manager-purchases-e1697719991376-1536x207.png 1536w\" sizes=\"auto, (max-width: 1635px) 100vw, 1635px\" \/><\/figure>\n\n\n\n<h4 class=\"wp-block-heading\"><strong>Double Entry<\/strong><\/h4>\n\n\n\n<p>A <strong>Manager<\/strong> can:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><code>View<\/code> <strong><em>Chart of Accounts, Manual Journals, Settings, Double Entry Reports (General Ledger, Balance Sheet, Trial Balance), Widgets, and more.<\/em><\/strong><\/li>\n\n\n\n<li><code>View<\/code> ,<code>Edit<\/code> ,<code>Create<\/code> &amp; <code>Delete<\/code> <strong><em>Chart of Accounts <\/em><\/strong><em>and<\/em><strong><em> Manual Journals<\/em><\/strong><\/li>\n\n\n\n<li><code>Edit<\/code> <strong><em>Settings<\/em><\/strong><\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1580\" height=\"966\" src=\"https:\/\/assets.akaunting.com\/hc\/2023\/10\/19150307\/manager-double-entry-e1697719917228.png\" alt=\"Double Entry Permissions\" class=\"wp-image-1972\" srcset=\"https:\/\/assets.akaunting.com\/hc\/2023\/10\/19150307\/manager-double-entry-e1697719917228.png 1580w, https:\/\/assets.akaunting.com\/hc\/2023\/10\/19150307\/manager-double-entry-e1697719917228-300x183.png 300w, https:\/\/assets.akaunting.com\/hc\/2023\/10\/19150307\/manager-double-entry-e1697719917228-1024x626.png 1024w, https:\/\/assets.akaunting.com\/hc\/2023\/10\/19150307\/manager-double-entry-e1697719917228-768x470.png 768w, https:\/\/assets.akaunting.com\/hc\/2023\/10\/19150307\/manager-double-entry-e1697719917228-1536x939.png 1536w\" sizes=\"auto, (max-width: 1580px) 100vw, 1580px\" \/><\/figure>\n\n\n\n<h4 class=\"wp-block-heading\"><strong>Banking<\/strong><\/h4>\n\n\n\n<p>A <strong>Manager<\/strong> can:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><code>View<\/code> , <code>Edit<\/code> ,<code>Create<\/code> &amp; <code>Delete<\/code> <strong><em>Accounts<\/em><\/strong>, <strong><em>Transfers<\/em><\/strong>, <strong><em>Transactions<\/em><\/strong> and <strong><em>Reconciliations<\/em><\/strong><\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1577\" height=\"364\" src=\"https:\/\/assets.akaunting.com\/hc\/2023\/10\/19150214\/manager-banking-e1697719962222.png\" alt=\"Banking permissions on Akaunting\" class=\"wp-image-1970\" srcset=\"https:\/\/assets.akaunting.com\/hc\/2023\/10\/19150214\/manager-banking-e1697719962222.png 1577w, https:\/\/assets.akaunting.com\/hc\/2023\/10\/19150214\/manager-banking-e1697719962222-300x69.png 300w, https:\/\/assets.akaunting.com\/hc\/2023\/10\/19150214\/manager-banking-e1697719962222-1024x236.png 1024w, https:\/\/assets.akaunting.com\/hc\/2023\/10\/19150214\/manager-banking-e1697719962222-768x177.png 768w, https:\/\/assets.akaunting.com\/hc\/2023\/10\/19150214\/manager-banking-e1697719962222-1536x355.png 1536w\" sizes=\"auto, (max-width: 1577px) 100vw, 1577px\" \/><\/figure>\n\n\n\n<h4 class=\"wp-block-heading\"><strong>Reports<\/strong><\/h4>\n\n\n\n<p>A <strong>Manager<\/strong> can only:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><code>View<\/code> <strong><em>Income Summary, Expense Summary, Income vs Expense, Tax Summary and Profit &amp; Loss<\/em><\/strong><\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1596\" height=\"428\" src=\"https:\/\/assets.akaunting.com\/hc\/2023\/10\/19150240\/manager-reports-e1697719940967.png\" alt=\"Reports permissions on Akaunting\" class=\"wp-image-1971\" srcset=\"https:\/\/assets.akaunting.com\/hc\/2023\/10\/19150240\/manager-reports-e1697719940967.png 1596w, https:\/\/assets.akaunting.com\/hc\/2023\/10\/19150240\/manager-reports-e1697719940967-300x80.png 300w, https:\/\/assets.akaunting.com\/hc\/2023\/10\/19150240\/manager-reports-e1697719940967-1024x275.png 1024w, https:\/\/assets.akaunting.com\/hc\/2023\/10\/19150240\/manager-reports-e1697719940967-768x206.png 768w, https:\/\/assets.akaunting.com\/hc\/2023\/10\/19150240\/manager-reports-e1697719940967-1536x412.png 1536w\" sizes=\"auto, (max-width: 1596px) 100vw, 1596px\" \/><\/figure>\n\n\n\n<h4 class=\"wp-block-heading\"><strong>Setting<\/strong><\/h4>\n\n\n\n<p>A <strong>Manager<\/strong> can:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><code>View<\/code> , <code>Edit<\/code> , <code>Create<\/code> &amp; <code>Delete<\/code> <strong><em>Categories, Taxes<\/em><\/strong> and <strong><em>Currencies<\/em><\/strong><\/li>\n\n\n\n<li><code>View<\/code> &amp; <code>Edit<\/code> <strong><em>Apps, Company, Default, Invoice, Localisation, Email templates,<\/em><\/strong> and <strong><em>Schedule<\/em><\/strong><\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1593\" height=\"776\" src=\"https:\/\/assets.akaunting.com\/hc\/2023\/10\/19150407\/manager-settings-e1697719886715.png\" alt=\"Settings - Manager\" class=\"wp-image-1973\" srcset=\"https:\/\/assets.akaunting.com\/hc\/2023\/10\/19150407\/manager-settings-e1697719886715.png 1593w, https:\/\/assets.akaunting.com\/hc\/2023\/10\/19150407\/manager-settings-e1697719886715-300x146.png 300w, https:\/\/assets.akaunting.com\/hc\/2023\/10\/19150407\/manager-settings-e1697719886715-1024x499.png 1024w, https:\/\/assets.akaunting.com\/hc\/2023\/10\/19150407\/manager-settings-e1697719886715-768x374.png 768w, https:\/\/assets.akaunting.com\/hc\/2023\/10\/19150407\/manager-settings-e1697719886715-1536x748.png 1536w\" sizes=\"auto, (max-width: 1593px) 100vw, 1593px\" \/><\/figure>\n\n\n\n<h4 class=\"wp-block-heading\"><strong>Apps<\/strong><\/h4>\n\n\n\n<p>A <strong>Manager<\/strong> can:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><code>View<\/code> ,<code>Edit<\/code> ,<code>Create<\/code> &amp; <code>Delete<\/code> <strong><em>App Details<\/em><\/strong><\/li>\n\n\n\n<li><code>View<\/code> only <strong><em>Home<\/em><\/strong>, <strong><em>List,<\/em><\/strong> and <strong><em>My Apps<\/em><\/strong><\/li>\n\n\n\n<li><code>Create<\/code> <strong><em>Token<\/em><\/strong><\/li>\n\n\n\n<li><code>Create<\/code> &amp;<code>Edit<\/code> <strong><em>API key<\/em><\/strong><\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1606\" height=\"489\" src=\"https:\/\/assets.akaunting.com\/hc\/2023\/10\/19150436\/manager-apps-e1697717574313.png\" alt=\"Apps Permissions\" class=\"wp-image-1974\" srcset=\"https:\/\/assets.akaunting.com\/hc\/2023\/10\/19150436\/manager-apps-e1697717574313.png 1606w, https:\/\/assets.akaunting.com\/hc\/2023\/10\/19150436\/manager-apps-e1697717574313-300x91.png 300w, https:\/\/assets.akaunting.com\/hc\/2023\/10\/19150436\/manager-apps-e1697717574313-1024x312.png 1024w, https:\/\/assets.akaunting.com\/hc\/2023\/10\/19150436\/manager-apps-e1697717574313-768x234.png 768w, https:\/\/assets.akaunting.com\/hc\/2023\/10\/19150436\/manager-apps-e1697717574313-1536x468.png 1536w\" sizes=\"auto, (max-width: 1606px) 100vw, 1606px\" \/><\/figure>\n\n\n\n<h4 class=\"wp-block-heading\"><strong>Widgets<\/strong><\/h4>\n\n\n\n<p>A <strong>Manager<\/strong> can only:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><code>View<\/code> <strong><em>Account Balance, Cash Flow, Expense by Category, Currency, Connect Bank Accounts, Payables, <\/em><\/strong><em>and<\/em><strong><em> more.<\/em><\/strong><\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1616\" height=\"617\" src=\"https:\/\/assets.akaunting.com\/hc\/2023\/10\/19150504\/manager-widgets-e1697717541327.png\" alt=\"Widgets Akaunting\" class=\"wp-image-1975\" srcset=\"https:\/\/assets.akaunting.com\/hc\/2023\/10\/19150504\/manager-widgets-e1697717541327.png 1616w, https:\/\/assets.akaunting.com\/hc\/2023\/10\/19150504\/manager-widgets-e1697717541327-300x115.png 300w, https:\/\/assets.akaunting.com\/hc\/2023\/10\/19150504\/manager-widgets-e1697717541327-1024x391.png 1024w, https:\/\/assets.akaunting.com\/hc\/2023\/10\/19150504\/manager-widgets-e1697717541327-768x293.png 768w, https:\/\/assets.akaunting.com\/hc\/2023\/10\/19150504\/manager-widgets-e1697717541327-1536x586.png 1536w\" sizes=\"auto, (max-width: 1616px) 100vw, 1616px\" \/><\/figure>\n\n\n\n<h4 class=\"wp-block-heading\">Offline <strong>Payments<\/strong><\/h4>\n\n\n\n<p>A <strong>Manager<\/strong> can:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><code>View<\/code> ,<code>Edit<\/code> &amp; <code>Delete<\/code> <strong><em>Settings<\/em><\/strong><\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1622\" height=\"195\" src=\"https:\/\/assets.akaunting.com\/hc\/2023\/10\/19150532\/manager-offline-payments-e1697717513229.png\" alt=\"Offline payment Akaunting\" class=\"wp-image-1976\" srcset=\"https:\/\/assets.akaunting.com\/hc\/2023\/10\/19150532\/manager-offline-payments-e1697717513229.png 1622w, https:\/\/assets.akaunting.com\/hc\/2023\/10\/19150532\/manager-offline-payments-e1697717513229-300x36.png 300w, https:\/\/assets.akaunting.com\/hc\/2023\/10\/19150532\/manager-offline-payments-e1697717513229-1024x123.png 1024w, https:\/\/assets.akaunting.com\/hc\/2023\/10\/19150532\/manager-offline-payments-e1697717513229-768x92.png 768w, https:\/\/assets.akaunting.com\/hc\/2023\/10\/19150532\/manager-offline-payments-e1697717513229-1536x185.png 1536w\" sizes=\"auto, (max-width: 1622px) 100vw, 1622px\" \/><\/figure>\n\n\n\n<h4 class=\"wp-block-heading\"><strong>PayPal Standard<\/strong><\/h4>\n\n\n\n<p>A <strong>Manager<\/strong> can:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><code>View<\/code> &amp; <code>Edit<\/code> <strong><em>Settings<\/em><\/strong><\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1622\" height=\"166\" src=\"https:\/\/assets.akaunting.com\/hc\/2023\/10\/19150600\/manager-paypal-standart-e1697717488114.png\" alt=\"Paypal Standard Akaunting\" class=\"wp-image-1977\" srcset=\"https:\/\/assets.akaunting.com\/hc\/2023\/10\/19150600\/manager-paypal-standart-e1697717488114.png 1622w, https:\/\/assets.akaunting.com\/hc\/2023\/10\/19150600\/manager-paypal-standart-e1697717488114-300x31.png 300w, https:\/\/assets.akaunting.com\/hc\/2023\/10\/19150600\/manager-paypal-standart-e1697717488114-1024x105.png 1024w, https:\/\/assets.akaunting.com\/hc\/2023\/10\/19150600\/manager-paypal-standart-e1697717488114-768x79.png 768w, https:\/\/assets.akaunting.com\/hc\/2023\/10\/19150600\/manager-paypal-standart-e1697717488114-1536x157.png 1536w\" sizes=\"auto, (max-width: 1622px) 100vw, 1622px\" \/><\/figure>\n\n\n\n<h4 class=\"wp-block-heading\"><strong>Employee<\/strong><\/h4>\n\n\n\n<p>A <strong>Manager<\/strong> can:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><code>View<\/code> ,<code>Edit<\/code> ,<code>Create<\/code> &amp; <code>Delete<\/code> <strong><em>Employees, Positions, Departments <\/em><\/strong><em>and<\/em><strong><em> Settings<\/em><\/strong><\/li>\n\n\n\n<li><code>View<\/code> only <strong><em>Widgets (Total Employees, Employee Profile, Number Of Employees, Employee Age and Calendar)<\/em><\/strong><\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1609\" height=\"662\" src=\"https:\/\/assets.akaunting.com\/hc\/2023\/10\/19150629\/manager-employees-e1697717460284.png\" alt=\"Employee Management\" class=\"wp-image-1978\" srcset=\"https:\/\/assets.akaunting.com\/hc\/2023\/10\/19150629\/manager-employees-e1697717460284.png 1609w, https:\/\/assets.akaunting.com\/hc\/2023\/10\/19150629\/manager-employees-e1697717460284-300x123.png 300w, https:\/\/assets.akaunting.com\/hc\/2023\/10\/19150629\/manager-employees-e1697717460284-1024x421.png 1024w, https:\/\/assets.akaunting.com\/hc\/2023\/10\/19150629\/manager-employees-e1697717460284-768x316.png 768w, https:\/\/assets.akaunting.com\/hc\/2023\/10\/19150629\/manager-employees-e1697717460284-1536x632.png 1536w\" sizes=\"auto, (max-width: 1609px) 100vw, 1609px\" \/><\/figure>\n\n\n\n<h4 class=\"wp-block-heading\"><strong>Two-Factor Authentication<\/strong><\/h4>\n\n\n\n<p>A <strong>Manager<\/strong> can:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><code>View<\/code> <strong><em>Read TwoFactor<\/em><\/strong><\/li>\n\n\n\n<li><code>View<\/code> &amp; <code>Edit<\/code> <strong><em>Settings<\/em><\/strong><\/li>\n\n\n\n<li><code>Edit<\/code> <strong><em>Update TwoFactor<\/em><\/strong><\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1619\" height=\"339\" src=\"https:\/\/assets.akaunting.com\/hc\/2023\/10\/19150715\/manager-two-factor-e1697717429261.png\" alt=\"Two Factor Authentication\" class=\"wp-image-1979\" srcset=\"https:\/\/assets.akaunting.com\/hc\/2023\/10\/19150715\/manager-two-factor-e1697717429261.png 1619w, https:\/\/assets.akaunting.com\/hc\/2023\/10\/19150715\/manager-two-factor-e1697717429261-300x63.png 300w, https:\/\/assets.akaunting.com\/hc\/2023\/10\/19150715\/manager-two-factor-e1697717429261-1024x214.png 1024w, https:\/\/assets.akaunting.com\/hc\/2023\/10\/19150715\/manager-two-factor-e1697717429261-768x161.png 768w, https:\/\/assets.akaunting.com\/hc\/2023\/10\/19150715\/manager-two-factor-e1697717429261-1536x322.png 1536w\" sizes=\"auto, (max-width: 1619px) 100vw, 1619px\" \/><\/figure>\n\n\n\n<p><strong><em>Important Note<\/em><\/strong><em>: You can&#8217;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.<\/em><\/p>\n","protected":false},"excerpt":{"rendered":"<p>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, [&hellip;]<\/p>\n","protected":false},"author":2,"featured_media":0,"parent":828,"menu_order":1,"comment_status":"open","ping_status":"closed","template":"","doc_tag":[],"class_list":["post-1929","docs","type-docs","status-publish","hentry"],"acf":[],"_links":{"self":[{"href":"https:\/\/akaunting.com\/hc\/wp-json\/wp\/v2\/docs\/1929","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/akaunting.com\/hc\/wp-json\/wp\/v2\/docs"}],"about":[{"href":"https:\/\/akaunting.com\/hc\/wp-json\/wp\/v2\/types\/docs"}],"author":[{"embeddable":true,"href":"https:\/\/akaunting.com\/hc\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/akaunting.com\/hc\/wp-json\/wp\/v2\/comments?post=1929"}],"version-history":[{"count":10,"href":"https:\/\/akaunting.com\/hc\/wp-json\/wp\/v2\/docs\/1929\/revisions"}],"predecessor-version":[{"id":1992,"href":"https:\/\/akaunting.com\/hc\/wp-json\/wp\/v2\/docs\/1929\/revisions\/1992"}],"up":[{"embeddable":true,"href":"https:\/\/akaunting.com\/hc\/wp-json\/wp\/v2\/docs\/828"}],"wp:attachment":[{"href":"https:\/\/akaunting.com\/hc\/wp-json\/wp\/v2\/media?parent=1929"}],"wp:term":[{"taxonomy":"doc_tag","embeddable":true,"href":"https:\/\/akaunting.com\/hc\/wp-json\/wp\/v2\/doc_tag?post=1929"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}