Users
Invite people, give them roles, restrict their access to business activities and remove them again.
Under Users you decide who works with you in Kontelio – employees, a bookkeeper or your tax adviser – and what each person may see and do.
Invite someone
- Click Invite user.
- Enter the person's E-mail address.
- Under Roles, choose one or more roles.
- If needed, restrict access to individual business activities under Access per business activity.
- Click Send invitation.
The person receives an e-mail with a link that is valid for seven days. Until they accept the invitation, they appear in the list with the status Invited. There you can send the invitation again with Resend or withdraw it with Cancel invitation.
Roles
| Role | May |
|---|---|
| Owner | Do everything, including managing the account and the users. The only role that can appoint or remove other owners. |
| Administrator | Do everything except the owner rights, including managing users. |
| Accountant | Fully edit and finalise bookkeeping, settings and tax returns, but not manage users. |
| Bookkeeper | Record receipts, expenses, invoices, payments and postings; only view settings. |
| Sales | Edit and issue customers and invoices. |
| Viewer | View data, reports and returns, without changing anything. |
If a person has several roles, the permissions of all of them apply together.
Restrict access to business activities
Without a restriction, a person sees all business activities their roles allow. With Restrict access to selected business activities, you set for each activity: No access, Read only or Read and write. Invoices, expenses and payments of an activity without access remain invisible to them. The Business activities column shows whether someone is restricted.
Owners and administrators always have access to all business activities.
Change roles or remove someone
- Click Edit in the person's row.
- Change the roles or activity access and click Save.
- To remove the person, click Remove from the account. They lose access to this business; what they have recorded is kept.
Good to know
- Only owners and administrators see this page.
- Your plan limits the number of users; next to Users and invitations you see how many seats are taken. Open invitations count too. A tax adviser with only the Accountant role does not take a seat, but is only possible from the Business plan. More under Plan.
- The last owner cannot be removed.
- Invitations, role changes and removals are recorded in the Audit log.