K-Secretarial
Add your team and choose what each person can do
K-Secretarial uses the people and roles of your K-Finance organisation. You add a person once, and their role decides what they can see and change in K-Secretarial.
Last updated
What you need
- The Owner or Admin role in your organisation
- Each colleague's name and work e-mail
- A plan with a free team seat (CS Starter has 1 user)
Add a colleague
- Open K-Finance → Settings → Team & roles.
- Click Add member.
- Type the Name and Email, for example Priya Sharma.
- Choose a Role (see the list below).
- Under How they get in, choose Email a set-password link or Show a one-time password.
- Click Add member.
Pick the right role
- Choose Owner or Admin for people who also manage the organisation: firm GSTIN, holidays, Drive ownership and the full data download.
- Choose Finance Manager for a senior person who does everything in K-Secretarial, including the full data download.
- Choose Accountant for staff who add, change and delete companies, filings, meetings and registers.
- Choose Viewer, Auditor or GST User for read-only access. They see Open instead of Update and cannot change anything.
Set who prepares and who reviews
- Open Companies and click a company.
- Click Edit profile.
- Choose the Preparer and the Reviewer.
- Click Save. New filings for the company are assigned to the preparer.
- Open Review queue to see items waiting for a check or an approval.
Good to know
- Clients do not need a login. You share upload links and read-only status links with them instead (CS Practice and above).
- Each person can turn on the daily e-mail digest in Drive & settings to hear about items assigned to them.
- K-Secretarial has no field-staff or PIN login.
Common errors
My colleague sees "No access"
Their role does not include the Secretarial workspace. Change it to Accountant, Finance Manager, Admin or Owner in Team & roles. Viewer, Auditor and GST User give read-only access.
I cannot add another member
Your plan's user limit is reached. CS Starter has 1 user, CS Practice 5 and CS Firm Pro 15. See Plans and limits.
"Only the owner or an admin can change the organisation's settings."
Firm GSTIN, firm state and holidays are organisation settings. Ask an owner or admin to change them.
A colleague cannot download all Secretarial data
The full download needs the Owner, Admin or Finance Manager role. Accountants can still use the CSV and Word downloads on each page.
Still stuck?
Email hello@khanals.in with the app name, what you clicked and the exact message you saw. Do not send passwords, PINs or authenticator codes. You can also use the contact page.