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.
Updated 23 days ago