Keep your books
People and roles
Owner, bookkeeper, accountant and viewer, the post, lock and reopen grants, and who may approve what.
Everyone in Pantry signs in as themselves, and the server checks their role and grants on every request.
Roles
| Role | Can do |
|---|---|
| Owner | Everything: the business settings, people, agent tokens, locking and approving reopening. The owner may approve their own preparation. |
| Bookkeeper | Read the books; record contacts, documents, accounts, invoice and journal drafts, bills, payments, statement imports, matches, reconciliations and close tasks; request reopening. |
| Accountant | Everything a bookkeeper can, plus the grants the owner gives. |
| Viewer | Read the books, reports, documents and the accountant package. No changes. |
Grants
The owner gives an accountant any of three grants:
- Post and approve entries: post journals prepared by someone else, approve invoices, decide journal proposals, sign off a move-in, record why a bill has no document, and reverse entries.
- Lock periods: lock a month once its checklist passes.
- Approve reopening: approve or decline a request to reopen a locked month.
Two people for every approval
Someone other than the preparer approves journals, invoices and reopening requests, and someone other than the importer signs off a move-in, unless that person is the owner. Editing a draft makes you its preparer, so you cannot approve a version you changed yourself.
Add a person
In People & settings, under People, enter their name, email and role, tick their grants and choose Add person, then Send sign-in invitation. While you run Pantry on your own computer, invitations go to the local outbox rather than to their mailbox; rer dev prints how to open it.