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PantherAccounting Plus Permissions

Learn how to manage permissions in PantherAccounting Plus.

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Written by Marie Burgess

From the onboarding page you can manage accounting permissions for your users.

  1. Navigate to Settings > Accounting.
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  2. Click on the Permissions link at the bottom of the Accounting page.
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  3. Choose the Edit icon.
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  4. Use the check boxes to update permissions for each of your users. You can set permissions for the following capabilities:

    • Create / view / edit trust, operating and credit card account reconciliations

    • Upload bank statements on a reconciliation

    • Create / view / edit journal entries

    • Create / view / edit chart of accounts

    • View operating reports

    • Set permissions
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  5. Click Save to save your changes.
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  6. Click Back to return to the main onboarding page.

What Happens Next?

Your users now have access based on your updated permissions.

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