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Who in the company should access invoices, AI chat, and activity history?

An organization turns individual user permissions into clear groups. The owner sets the rule once, and every change applies immediately to the whole team.

Less organizational chaos thanks to employee grouping

01

a new employee gets the right access after being added to the right group

02

accounting has direct access only to read invoices

03

audit can review history without operational invoice access

Without an organization

  • Every employee has a separate KSeFGPT account
  • No employee control - you do not know what was sent to KSeF
  • A separate KSeF connection is required

With an organization

  • The employee account is connected to your company
  • Employee actions are saved in the activity history
  • The employee does not need separate KSeF permissions

One place to see who can do what

The owner does not need to remember each person's settings. The group and its module access are enough.

Accounting

has direct access only to read invoices

Members: 5 people

Access

Invoice read access

No access

AI chatContractorsActivity history

Operations

handles current contractor and document data

Members: 8 people

Access

Invoice read accessContractors

No access

AI chatActivity history

Audit

reviews activity history without operational invoice work

Members: 2 people

Access

Activity history

No access

AI chatInvoice read accessContractors

Team permissions

How it works

  1. 01

    Create a group

    Add an accounting, operations, or audit team and mark it with a color so the scope of responsibility is easy to recognize.

  2. 02

    Assign users

    Invite people to the organization and add them to the right groups instead of granting every permission manually.

  3. 03

    Set permissions

    Decide whether the group can use AI Assistant chat, invoices, contractors, analytics, integrations, or the organization activity history.

  4. 04

    Access changes immediately

    After a group update, the new permissions apply to all its members without extra administration.

Start using the Organizations module

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