{"id":832,"date":"2023-04-11T09:52:34","date_gmt":"2023-04-11T06:52:34","guid":{"rendered":"https:\/\/akaunting.com\/hc\/docs\/users-and-roles\/adding-a-user\/"},"modified":"2023-10-24T11:04:15","modified_gmt":"2023-10-24T08:04:15","slug":"inviting-a-user","status":"publish","type":"docs","link":"https:\/\/akaunting.com\/hc\/docs\/users-and-roles\/inviting-a-user\/","title":{"rendered":"Inviting a User"},"content":{"rendered":"\n<p>Define roles and access levels when adding a user to your Akaunting profile. <\/p>\n\n\n\n<p>Inviting a User:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>From the <strong>Akaunting UI<\/strong>, Click on the <strong>Profile icon <\/strong><img loading=\"lazy\" decoding=\"async\" width=\"25\" height=\"24\" class=\"wp-image-869\" style=\"width: 25px;\" src=\"https:\/\/assets.akaunting.com\/hc\/2023\/04\/11124522\/Screenshot-2023-04-11-at-12.44.56.png\" alt=\"profile icon\" srcset=\"https:\/\/assets.akaunting.com\/hc\/2023\/04\/11124522\/Screenshot-2023-04-11-at-12.44.56.png 37w, https:\/\/assets.akaunting.com\/hc\/2023\/04\/11124522\/Screenshot-2023-04-11-at-12.44.56-16x16.png 16w\" sizes=\"auto, (max-width: 25px) 100vw, 25px\" \/> on the Sidebar.<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-video\"><video height=\"1080\" style=\"aspect-ratio: 1920 \/ 1080;\" width=\"1920\" controls src=\"https:\/\/assets.akaunting.com\/hc\/2023\/10\/19153755\/invite-user.mp4\"><\/video><\/figure>\n\n\n\n<ul class=\"wp-block-list\">\n<li>On the expanded Navigation panel, go to <strong>Users<\/strong>.<\/li>\n\n\n\n<li>Click on <strong>Invite User<\/strong>.<\/li>\n\n\n\n<li>Enter the required details.<\/li>\n\n\n\n<li>In the <code>Assign<\/code> section, select the company you wish the user to manage\/access, and define a role.<\/li>\n<\/ul>\n\n\n\n<p><em>You can add and manage multiple\/unlimited companies depending on your <a href=\"https:\/\/akaunting.com\/plans\" target=\"_blank\" rel=\"noreferrer noopener\">Akaunting plan<\/a>. Check out <mark style=\"background-color:rgba(0, 0, 0, 0)\" class=\"has-inline-color has-light-green-cyan-color\"><a href=\"https:\/\/akaunting.com\/hc\/docs\/getting-started\/adding-a-new-company\/\" target=\"_blank\" rel=\"noreferrer noopener\">how to create a company<\/a><\/mark>.<\/em><\/p>\n\n\n\n<p class=\"has-text-align-center\"><em><a href=\"https:\/\/akaunting.com\/hc\/docs\/users-and-roles\/roles-and-permission-levels\/\" data-type=\"docs\" data-id=\"1929\">Check out all the Roles and Permission levels here<\/a><\/em><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Select the default dashboard and language.<\/li>\n\n\n\n<li>Then, <strong>Save<\/strong>.<\/li>\n<\/ul>\n\n\n\n<p>An invitation is sent to the provided email. The new user must create a new password to log in.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Define roles and access levels when adding a user to your Akaunting profile. Inviting a User: You can add and manage multiple\/unlimited companies depending on your Akaunting plan. Check out how to create a company. Check out all the Roles and Permission levels here An invitation is sent to the provided email. The new user [&hellip;]<\/p>\n","protected":false},"author":2,"featured_media":0,"parent":828,"menu_order":2,"comment_status":"open","ping_status":"closed","template":"","doc_tag":[],"class_list":["post-832","docs","type-docs","status-publish","hentry"],"acf":[],"_links":{"self":[{"href":"https:\/\/akaunting.com\/hc\/wp-json\/wp\/v2\/docs\/832","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=832"}],"version-history":[{"count":11,"href":"https:\/\/akaunting.com\/hc\/wp-json\/wp\/v2\/docs\/832\/revisions"}],"predecessor-version":[{"id":1995,"href":"https:\/\/akaunting.com\/hc\/wp-json\/wp\/v2\/docs\/832\/revisions\/1995"}],"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=832"}],"wp:term":[{"taxonomy":"doc_tag","embeddable":true,"href":"https:\/\/akaunting.com\/hc\/wp-json\/wp\/v2\/doc_tag?post=832"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}