Roles & Permissions

Control who can access your firm's clients and what they can do inside each workspace.

Kick uses two types of roles: Organization and Workspace. Organization roles belong to your firm's team members. Workspace roles belong to client-side users within a specific client's books.

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Organization roles

Organization roles control firm-level access: clients, team invites, and billing.

• Admin: Full firm-level access, including billing. Can manage all users, clients, workspaces, and settings.

• Manager: Same as Admin, but cannot manage billing. Can manage clients and invite users to workspaces.

• Member: Limited administrative access. You can select which clients they have access to.

	Admin	Manager	Member
Manage billing
Add Admins to organization
Add Managers/ Members to organization
Add/delete clients
Add entities
Remove accounts

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Workspace roles

Workspace roles control what client-side users can do within a specific client's books.

• Admin: Full control within the client workspace. Can manage workspace users, entities, accounts, and all accounting features.

• Accountant: Can perform all core accounting tasks. Cannot invite Admins to the workspace or remove accounts. This role would likely be used to your client's financial advisor or an accountant outside of your firm.

• Member: Can view and collaborate on most features, but restricted from administrative actions like adding locks, editing the chart of accounts, or inviting other users.

	Admin	Accountant	Member
Invite Admin to workspace
Invite Accountant/ Member to workspace
Add entities
Remove accounts
Add locks
Edit chart of accounts
Connect and manage integrations

Note: Once a period is locked, workspace Members can only view transactions and reports, add memos, and attach receipts.

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Adjust permissions

For team members

1. Go to Team from the sidebar.

2. Find the team member and click the ⋯ menu.

3. Select Configure permissions.

For workspace members

1. Open the client's workspace.

2. Go to Settings → Members.

3. Click the ⋯ menu next to the person's name.

4. Select Configure permissions.

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By default, Admins always have access to all entities, including your personal account. You can only configure the access for Accountants and Members.