Users & Permissions

How can I add or remove a user in my Penta business account?

You have the ability to add new users to your Penta business account and set custom roles and permissions for them. You can spend less time on daily tasks a...

What user permissions are available in the Penta Business Account?

The users in your Penta account can have the following permissions: Administrator - The user can access all Penta features that are available now and th...

How does Multi-User Management work with Penta

You can ask multiple users to log into your company's Penta account and set their permissions to have complete control over what they can see in your a...

How do added users get access to Penta?

Added users receive an email with a link to access the Penta account. The user then creates their own password before logging into the account. The user...

What happens when I make a user an administrator?

The administrator can do the following: Access all features available now and in the future Grant or revoke administrative rights to other users Change ...

What happens if I add a user without granting permissions?

You can add a user without granting permissions. This means that this user can log into the Penta account and view the account details (IBAN & BIC), com...

How does the "View transactions and account balance" permission work?

If this permission is granted, the user can view transactions and account balance, as well as download statements. If this permission is not granted, t...

How do I set individual permissions for sub-accounts?

You, as an admin, can assign individual permissions to each team member and grant access to individual sub-accounts.  Your team members can perform thes...

Can i give my tax accountant the permission to manage the accounting integrations?

Yes, any user can be granted the permission “Manage Accounting Integrations & Categories” to create custom categories and manage integrations and notifi...

How can i stay in control of with with our security features?

Administrator Protection Only legal representatives are able to have the permission "Manage Business Details" and the right to be Administrator. ...