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PantherAccounting Plus Permissions

Learn how to manage permissions in PantherAccounting Plus.

M
Written by Marie Burgess
Updated over a month ago

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

  1. Navigate to Settings > Accounting.

  2. Click on the Permissions link at the bottom of the Accounting page.

  3. Choose the Edit icon.

  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

  5. Click Save to save your changes.

  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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