How to Manage Your User Access | Bukku Learn Portal

If you are using Premium or Growth Plan, you can invite your colleagues, or co-workers to access your Bukku account. To invite other users, kindly follow the steps below:

1. Navigate to the Control Panel > Users.

2. Next, click on + Invite

3. Enter the user First Name and Email Address.

Note: User will receive the invitation at this email address.

4. Choose the user Type.

Administrator - Have full access to all modules.
User - Set the permissions for the modules you want to allow the user to access.

5. Click on Manage Permissions.

Here, you can select the permissions for the modules or even sub-modules that you want to grant your user access to by ticking the respective boxes.

Next, click on OK.

Note: For the manage access in sub-modules, it is the User permissions - 2 levels, and only available in Premium Plan.

6. Under the Permission Section:

You can manage the restriction for each module / sub-module that you give access to the user.

Read Only - Only can view, cannot create/update/delete transaction.
Create - Can create a new transaction only.
Create & Update - Can create a new transaction and update the existing transaction.
Full Access - Can create, update and delete the transaction.

You can also manage on how user can read/create a transaction, by ticking on the respective box:

View & Manage Own Transactions Only - Users can only see their own transaction. For transaction created by other users/admin will not be visible.
View All, Manage Draft Only - User can only create the transaction as draft. Admin will need to mark it as ready.
View All, Manage Draft & Pending Approval Only - User can create the transaction as draft or pending approval. Once created it under pending approval, the admin needs to approve the transaction.

Note: Step No. 6, it is the User permissions - 1 level.

7. Under Special Rights section:

You can manage the special rights for the Administrator and User.

Manage User - Manage the list of users who has access to the company.
Manage Billing - Manage the billing & subscription of the company, including updating payment card and viewing subscription invoices.
Bypass Lock Period - Ability to bypass the accounting period lock if this is enabled.

8. Once done, click on Save.

Notes:

Launch Plan - Only 1 user can manage the Bukku account.
Growth Plan - Total of 2 users can manage the Bukku account.
Premium Plan - Can invite unlimited users to manage the Bukku account.

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