User roles and permissions

Invite users

To invite a new user to the Numeral dashboard, go to Settings > Users > Invite user. Enter the user's email address and select a user role.

Default roles

The Numeral dashboard is built around 60+ user permissions grouped into 6 standard user roles. By default, you can assign one of the following 6 user roles:

Role	Description
Controller	Controllers can view accounts and payments as well as manage reconciliations.
Requester	Requesters can create payments, but cannot approve them.
Approver	Approvers can approve payments, files, and R transactions.
Manager	Managers can manage payments, accounts, reconciliations, and counterparties. They cannot manage platform settings, developer settings, and users.
Developer	Developers can manage developer settings, including API keys, webhooks, and events.
Admin	Admins can manage payments, accounts, reconciliations, counterparties, users, platform settings, and developer settings.

Custom roles

You can also create and edit custom roles that best reflect your company’s organisation.

Create a custom role

Go to Settings > Roles > Add a role.
Enter a name and a description for the role.
Define the permissions for this role:
- Select individual permissions (e.g., View payment orders).
- Or select group permissions (e.g., Payments), which will include all existing related permissions as well as any future ones.

Edit a custom role

Go to Settings > Roles and select the custom role you want to edit.
Click on Actions > Edit.
Update the name, description, or permissions as needed.
Click Save to apply your changes.

If you are interested in using custom roles, please contact your account manager.