# Roles & Permissions 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 | | | | | Add Admins to organization | | | | |

Add Managers/

Members to organization

| | | | | Add/delete clients | | | | | Add entities | | | | | Remove accounts | | | | *** ### 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 | | | | {% hint style="info" %} **Note:** Once a period is locked, workspace Members can only view transactions and reports, add memos, and attach receipts. {% endhint %} *** ### 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**. *** {% hint style="info" %} By default, **Admins** always have access to all entities, including your personal account. You can only configure the access for **Accountants** and **Members.** {% endhint %} --- # Agent Instructions: Querying This Documentation If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question. Perform an HTTP GET request on the current page URL with the `ask` query parameter: ``` GET https://docs.kick.co/managing-clients/roles-and-permissions.md?ask= ``` The question should be specific, self-contained, and written in natural language. The response will contain a direct answer to the question and relevant excerpts and sources from the documentation. Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.