managing clients

For the complete documentation index, see llms.txt. This page is also available as Markdown.

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.

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	Yes	No
Add Admins to organization	Yes	No
Add Managers/Members to organization	Yes	No
Add/delete clients	Yes	No
Add entities	Yes	No
Remove accounts	Yes	No

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 by your client's financial advisor or an accountant outside of your firm.
Member: Can view and collaborate on most features, but is restricted from administrative actions like adding locks, editing the chart of accounts, or inviting other users.

Admin	Accountant	Member
Invite Admin to workspace	Yes	No
Invite Accountant/Member to workspace	Yes	Yes
Add entities	Yes	No
Remove accounts	Yes	No
Add locks	Yes	No
Edit chart of accounts	Yes	No
Connect and manage integrations	Yes	No

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

Adjust permissions

For team members

Go to Team from the sidebar.
Find the team member and click the ⋯ menu.
Select Configure permissions.

For workspace members

Open the client's workspace.
Go to Settings → Members.
Click the ⋯ menu next to the person's name.
Select Configure permissions.

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

Last updated 18 days ago.