{"id":845,"date":"2023-04-11T10:11:51","date_gmt":"2023-04-11T07:11:51","guid":{"rendered":"https:\/\/akaunting.com\/hc\/docs\/users-and-roles\/defining-roles-and-permissions\/"},"modified":"2023-10-24T11:03:42","modified_gmt":"2023-10-24T08:03:42","slug":"defining-roles-and-permissions","status":"publish","type":"docs","link":"https:\/\/akaunting.com\/hc\/docs\/users-and-roles\/defining-roles-and-permissions\/","title":{"rendered":"Defining Roles and Permissions"},"content":{"rendered":"\n<p>Defining Roles and Permissions on Akaunting allows you fully customize access levels for every user based on features and pages.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>Adding a new role and defining Permissions<\/strong><\/h3>\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\/04\/11112133\/new-roles.mp4\"><\/video><\/figure>\n\n\n\n<ul class=\"wp-block-list\">\n<li>On the expanded Navigation panel, go to <strong>Roles<\/strong>. The default roles are Accounting, Customer, Manager, and Employee.<\/li>\n\n\n\n<li>Click <strong>New Role.<\/strong><\/li>\n\n\n\n<li>Enter the required details and set permissions.<\/li>\n\n\n\n<li>Then, <strong>Save<\/strong>.<\/li>\n<\/ul>\n\n\n\n<p><em>You can select the new roles when creating a new user or editing the details of a user.<\/em><\/p>\n\n\n\n<p>You can set permissions for every feature on your Akaunting account. Choose what each user can see, edit or delete.<\/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<h2 class=\"wp-block-heading\"><strong>Developer Access<\/strong><\/h2>\n\n\n\n<p>When defining permission levels for a User, you can grant access to Developers.<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>On the Roles Page, Click <strong>New Roles.<\/strong><\/li>\n\n\n\n<li>Define a name for the Role. e.g., Developer<\/li>\n\n\n\n<li>Click to expand the <strong>Special<\/strong> Access section.<\/li>\n\n\n\n<li>Tick the <strong>API<\/strong> checkbox.<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"962\" height=\"298\" src=\"https:\/\/assets.akaunting.com\/hc\/2023\/04\/11124039\/Screenshot-2023-04-11-at-10.54.43.png\" alt=\"Defining Roles and Permissions: Developer access role\" class=\"wp-image-861\" srcset=\"https:\/\/assets.akaunting.com\/hc\/2023\/04\/11124039\/Screenshot-2023-04-11-at-10.54.43.png 962w, https:\/\/assets.akaunting.com\/hc\/2023\/04\/11124039\/Screenshot-2023-04-11-at-10.54.43-300x93.png 300w, https:\/\/assets.akaunting.com\/hc\/2023\/04\/11124039\/Screenshot-2023-04-11-at-10.54.43-768x238.png 768w\" sizes=\"auto, (max-width: 962px) 100vw, 962px\" \/><\/figure>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Scroll down to select the Features\/Pages you want to grant access to.<\/li>\n\n\n\n<li>Then, <strong>Save<\/strong>.<\/li>\n<\/ul>\n\n\n\n<h2 class=\"wp-block-heading\"><strong>Admin Panel Access<\/strong><\/h2>\n\n\n\n<p>When defining Admin Panel access:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>On the Roles Page, Click <strong>New Roles.<\/strong><\/li>\n\n\n\n<li>Define a name for the Role. e.g., Admin<\/li>\n\n\n\n<li>Click to expand the <strong>Special<\/strong> Access section.<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"1007\" height=\"530\" src=\"https:\/\/assets.akaunting.com\/hc\/2023\/04\/11124118\/Screenshot-2023-04-11-at-10.55.29.png\" alt=\"Defining Roles and Permissions: Admin panel access on Akaunting\" class=\"wp-image-863\" srcset=\"https:\/\/assets.akaunting.com\/hc\/2023\/04\/11124118\/Screenshot-2023-04-11-at-10.55.29.png 1007w, https:\/\/assets.akaunting.com\/hc\/2023\/04\/11124118\/Screenshot-2023-04-11-at-10.55.29-300x158.png 300w, https:\/\/assets.akaunting.com\/hc\/2023\/04\/11124118\/Screenshot-2023-04-11-at-10.55.29-768x404.png 768w\" sizes=\"auto, (max-width: 1007px) 100vw, 1007px\" \/><\/figure>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Tick the <strong>Admin Panel<\/strong> checkbox<\/li>\n\n\n\n<li>Scroll down to select the Features\/Pages you want to grant access to.<\/li>\n\n\n\n<li>Then, <strong>Save<\/strong>.<\/li>\n<\/ul>\n\n\n\n<p>Please note that ticking the Admin Panel checkbox doesn&#8217;t automatically give access to all Features\/Pages. Akaunting allows the flexibility to choose Features\/Pages for Admin roles.<\/p>\n\n\n\n<p>If you want a user to have access to all Features\/Pages, tick the <strong>Select Everything <\/strong>checkbox at the top.<\/p>\n\n\n\n<p>Also, a User can&#8217;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.<\/p>\n\n\n\n<p>Check out the <a href=\"https:\/\/akaunting.com\/apps\/roles\" target=\"_blank\" rel=\"noreferrer noopener\">Roles app<\/a> and <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\/users-and-roles\/using-the-client-portal\/\" target=\"_blank\" rel=\"noreferrer noopener\">Using the Client Portal<\/a>.<\/mark><\/p>\n","protected":false},"excerpt":{"rendered":"<p>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 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 [&hellip;]<\/p>\n","protected":false},"author":2,"featured_media":0,"parent":828,"menu_order":4,"comment_status":"open","ping_status":"closed","template":"","doc_tag":[],"class_list":["post-845","docs","type-docs","status-publish","hentry"],"acf":[],"_links":{"self":[{"href":"https:\/\/akaunting.com\/hc\/wp-json\/wp\/v2\/docs\/845","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=845"}],"version-history":[{"count":7,"href":"https:\/\/akaunting.com\/hc\/wp-json\/wp\/v2\/docs\/845\/revisions"}],"predecessor-version":[{"id":1994,"href":"https:\/\/akaunting.com\/hc\/wp-json\/wp\/v2\/docs\/845\/revisions\/1994"}],"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=845"}],"wp:term":[{"taxonomy":"doc_tag","embeddable":true,"href":"https:\/\/akaunting.com\/hc\/wp-json\/wp\/v2\/doc_tag?post=845"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}