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].
Updated 9 months ago