Team and permissions

Team and permissions: thirteen areas, unlocked one by one

Whoever works in your books rarely needs access to everything. Thirteen areas can be unlocked one by one, and your accountant does not count as a seat at all.

  • Build your own role
  • 13 areas, individually
  • Accountants are not seats
  • 13Areas, unlocked individually per staff member
  • ∞Accountant logins, on every plan
  • 0 / 3 / ∞Additional team members: Starter, Business, Pro
  • AlwaysFull access for owners and admins
  • Per formPermission matrix towards the practice

Which roles and permissions exist

Staff are invited to Volk Accountant by email. The invite dialog offers three roles: admin with full access, accountant with their own portal, and custom. Custom is the builder: you tick which of the 13 areas the person gets, creating a permission set of your own (somebody can capture receipts without seeing the reports. Owners and admins always have full access; that is not adjustable. The number of additional team members depends on the plan: none on Starter, three on Business, unlimited on Pro. Accountant logins are exempt from that and unlimited on every plan. Towards the practice there is an additional permission matrix per tax form type, deciding what they may see and what they may file) and that matrix sits with the client, not with the practice.

The roles

Which roles exist when you invite

Not everybody who works on your books is staff. The accountant is a role of their own, and the reason shows up in the price.

Custom is the role where you assemble what somebody may do. You tick the areas in the invite dialog and the person gets exactly those. No more and no less. Two staff members can end up with two entirely different cuts, without you choosing between preset levels.

That owners and admins always have full access is deliberately not adjustable. A permission system in which you can lock yourself out produces exactly one support call, and it is the most expensive one.

The accountant does not count as a team member. Their logins are unlimited on every plan. The reasoning is on the accountant portal page: charging for access to your own books would be charging you to work with your own advisor.

Roles and their access
  • Owneralways full, not adjustable
  • Adminfull access to the company
  • Accountantown portal, not counted as a seat
  • Customyou tick the areas yourself
The thirteen areas

The thirteen areas in detail

The usual cut is three levels: read, write, everything. In practice somebody needs access to two things and explicitly not to the third.

  1. 1

    Invite

    By email, with the role. Whoever is invited sets their own password. You do not issue one.

  2. 2

    Pick the areas

    Thirteen areas, individually on or off. Somebody can capture receipts without seeing the reports.

  3. 3

    Change it later

    Permissions are not a state set once. What changes about the job changes about the access.

The thirteen areas are: Dashboard, Invoices, Quotes, Recurring, Templates, Expenses and receipts, Banking, Taxes and levies, Report, Clients, Import, Settings and Accountant. Each one can be switched on or off on its own.

The number of additional team members depends on the plan: none on Starter, three on Business, unlimited on Pro. That is one of the points where the plans genuinely differ. The full comparison is on the pricing page.

Towards the practice

The matrix sits with you, not with the practice

Inside your company you set permissions by area. Towards the accounting practice there is a second, finer layer, and it is deliberately asymmetric.

What the practice does not set

The decision sits with the client

  • Which tax form types they may see
  • Which of those they may file
  • Whether the access continues to exist
  • What is visible in the client account
What the practice gets

Enough to be able to work

  • A portal of their own with its own login
  • Unlimited logins, on every plan
  • The books, without asking for access every quarter
  • A message thread with you, inside the app

That asymmetry is deliberate. An accountant should be able to work without asking every quarter, and a client should be able to grant access without handing over everything.

Straight answer

What this feature does not do

We put this in writing because it affects the decision. Finding out after you have paid means you bought the wrong tool.

  • The Starter plan includes no additional team members. Accountant access is unaffected; it is unlimited everywhere.
  • No four-eyes approval. Permissions decide who may do something, not that a second person has to confirm it.
Asked often

Questions that come up before you start

How finely can permissions be set?

Thirteen areas can be unlocked one by one, among them invoices, receipts, banking and reports. A team member gets exactly the areas they need. Owners and admins always have full access, and that cannot be narrowed.

Which roles exist?

Three: admin with full access, team member with finely set area permissions, and accountant. Invitations go out by email. The accountant login is unlimited on every plan and does not count against your team size.

How many team members are included?

None extra on Starter, three on Business and unlimited on Pro. That is also the only technical difference between Business and Pro: Pro brings no further feature, it brings more seats.

Does a second person have to approve entries?

No, there is no four-eyes approval. Permissions set who may do something, not that somebody has to confirm it. Anyone needing an approval step builds it through permissions, by giving the area to one person only.

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Checked 4 October 2026