Roles & Permissions

Control what each person on your team can see and do in your workspace.

Every person you invite to your Kick workspace is assigned a role. Roles control what they can access - from viewing reports to managing accounts and billing.

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Workspace roles

Role	What they can do
Admin	Workspace-wide access. Manage team members, entities, accounting settings, and view billing.
Member	Assigned entities only. Access to reports, transactions, documents, connect bank accounts, and create tasks.
Accountant	Assigned entities only. Everything a Member can do plus manage team members, and edit chart of accounts, locks and Accounting settings.

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Choosing the right role.

Admin is the right role for someone who needs full control across your workspace — managing team members, entities, and accounting settings. Admins automatically have access to all current and future entities, and can view your plan and billing details in Stripe.

Member is the right role for a business partner, office manager, or collaborator who needs to work in the books on specific entities - reviewing reports and transactions, uploading documents, connecting bank accounts, and creating tasks - without changing accounting settings or managing team members.

Accountant is the right role for a bookkeeper or outside accountant who needs to do everything a Member can do plus manage team members and edit chart of accounts, categories, locks, and settings. You can scope their access to specific entities.

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Entity access

When you invite someone, you choose which entities they can access - one specific business, or all of them. You can also enable New business entities so they automatically get access to any entity you add in the future.

Admins always have access to all entities, current and future. This cannot be scoped.

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Change a team member's role

1. Go to Settings → Members

2. Click ⋯ next to the person's name

3. Select Configure permissions

4. Update their role and entity access

5. Click Save

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The Primary Admin

Every workspace has one Primary Admin - typically the business owner. The Primary Admin is the only person who can manage billing and transfer the Primary Admin role to someone else. There can only be one Primary Admin per workspace, and the role cannot be removed - only transferred.

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FAQs

Can a Member invite other people?

No. Only Admins and Accountants can invite and manage team members.

What's the difference between Admin and Accountant?

Both have the same ability to manage your books. The difference is scope - Admins automatically get access to all entities, while Accountants are scoped to the specific entities you assign them.

Can I have more than one Admin?

Yes. You can have multiple Admins. There is only one Primary Admin, but you can have as many Admins as you need.

What if I need to remove someone's access?

Go to Settings → Members, click ⋯ next to their name, and select Remove from workspace. Their access is revoked immediately.