User roles and permissions

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.

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.

If you need custom roles that fit your unique organisation and use cases, please contact us at [email protected].