{"id":852,"date":"2023-04-11T11:47:23","date_gmt":"2023-04-11T08:47:23","guid":{"rendered":"https:\/\/akaunting.com\/hc\/docs\/users-and-roles\/adding-an-accountant\/"},"modified":"2024-09-17T17:08:47","modified_gmt":"2024-09-17T14:08:47","slug":"adding-an-accountant","status":"publish","type":"docs","link":"https:\/\/akaunting.com\/hc\/docs\/users-and-roles\/adding-an-accountant\/","title":{"rendered":"Adding an Accountant"},"content":{"rendered":"\n<p class=\"wp-block-paragraph\">Akaunting Standard plan allows you to add an Accountant, while the Ultimate plan has no limits. Check out <a href=\"https:\/\/akaunting.com\/plans\" target=\"_blank\" rel=\"noreferrer noopener\">pricing here<\/a>.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Adding an Accountant:<\/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\n\n\n<li>On the expanded Navigation panel, go to <strong>Team<\/strong>.<\/li>\n<\/ul>\n\n\n\n<figure id=\"adding_an_accountant\" class=\"wp-block-video\"><video height=\"1080\" style=\"aspect-ratio: 1920 \/ 1080;\" width=\"1920\" controls src=\"https:\/\/assets.akaunting.com\/hc\/2023\/04\/11123035\/invite-user.mp4\"><\/video><\/figure>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Click on Invite User.<\/li>\n\n\n\n<li>Enter the required details.<\/li>\n\n\n\n<li>In the Assign &gt; Role section, Select <strong>Accountant<\/strong>. The default permission level for Accountants is applied.<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\"><em>Check out the <a href=\"https:\/\/akaunting.com\/hc\/docs\/users-and-roles\/defining-roles-and-permissions\/\" target=\"_blank\" rel=\"noreferrer noopener\">Roles and Permissions<\/a> of an accountant.<\/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<h2 class=\"wp-block-heading\"><strong>Granting Accountant access from Roles<\/strong><\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">You can also grant a user Accountant permission from the Roles page.<\/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\n\n\n<li>On the expanded Navigation panel, go to <strong>Roles<\/strong>. The default roles are Accountant, Customer, Manager, and Employee.<\/li>\n\n\n\n<li>Click <strong>Accountant <\/strong>role<strong>.<\/strong><\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\"><em>The default permission level for Accountants is already applied to the Double-Entry feature. However, you can add a new access level to the Accountant Role by scrolling through other listed Features (e.g., Payments, Estimates, Payroll, etc.) and ticking the checkboxes.<\/em><\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"498\" src=\"https:\/\/assets.akaunting.com\/hc\/2023\/04\/11123835\/image-13-1024x498.png\" alt=\"Giving more access level to accountants\" class=\"wp-image-859\" srcset=\"https:\/\/assets.akaunting.com\/hc\/2023\/04\/11123835\/image-13-1024x498.png 1024w, https:\/\/assets.akaunting.com\/hc\/2023\/04\/11123835\/image-13-300x146.png 300w, https:\/\/assets.akaunting.com\/hc\/2023\/04\/11123835\/image-13-768x374.png 768w, https:\/\/assets.akaunting.com\/hc\/2023\/04\/11123835\/image-13.png 1202w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Then, <strong>Save<\/strong>.<\/li>\n<\/ul>\n","protected":false},"excerpt":{"rendered":"<p>Akaunting Standard plan allows you to add an Accountant, while the Ultimate plan has no limits. Check out pricing here. Adding an Accountant: Check out the Roles and Permissions of an accountant. Granting Accountant access from Roles You can also grant a user Accountant permission from the Roles page. The default permission level for Accountants [&hellip;]<\/p>\n","protected":false},"author":2,"featured_media":0,"parent":828,"menu_order":5,"comment_status":"open","ping_status":"closed","template":"","doc_tag":[],"class_list":["post-852","docs","type-docs","status-publish","hentry"],"acf":[],"_links":{"self":[{"href":"https:\/\/akaunting.com\/hc\/wp-json\/wp\/v2\/docs\/852","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=852"}],"version-history":[{"count":9,"href":"https:\/\/akaunting.com\/hc\/wp-json\/wp\/v2\/docs\/852\/revisions"}],"predecessor-version":[{"id":3049,"href":"https:\/\/akaunting.com\/hc\/wp-json\/wp\/v2\/docs\/852\/revisions\/3049"}],"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=852"}],"wp:term":[{"taxonomy":"doc_tag","embeddable":true,"href":"https:\/\/akaunting.com\/hc\/wp-json\/wp\/v2\/doc_tag?post=852"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}