Company Settings
Configure company-wide settings
Company Settings allow organizations to configure legal entity information, business preferences, operational settings, and module-specific configuration used throughout Numera.
In Numera, each Company represents a separate legal entity (Client). Users may have access to one or multiple Companies depending on their permissions.
Company Settings are available to both Admin and non-admin users, although the level of access differs based on permissions.
Overview
Company Settings help businesses:
- Maintain company information
- Configure operational preferences
- Manage accounting and fiscal settings
- Configure inventory behavior
- Configure sales and purchasing settings
- Manage module-specific options
- Maintain legal entity information
Independent Legal Entities
Accessing Company Settings
Admin Users
Admin users can access Company Settings through the Admin Panel.
Navigation: Admin Panel → Clients → Select Company
Admin users can:
- View all companies
- Create companies
- Edit company information
- Configure company settings
- Manage company access
- Enable or disable modules
Creating a Company
Companies are created by Admin users.
Navigation: Admin Panel → Clients → Add New Client
Typical information includes:
- Company Name
- Legal Name
- Tax Number
- Registration Number
- Address Information
- Contact Details
- Currency Settings
- Fiscal Configuration
- Subsidiary information
Company Creation Workflow
Add Company
Create a new client in the Admin Panel
Configure Company Profile
Enter legal entity and contact details
Configure Modules
Enable the modules the company needs
Assign Users
Grant access to the relevant users
Ready for Use
Company is configured and operational
Company Profile
The Company Profile contains core business information used throughout Numera.
Typical information includes:
- Company Name
- Legal Name
- Tax/VAT Number
- Registration Number
- Address
- Country
- Phone Number
- Email Address
- Website
This information may appear on:
- Invoices
- Delivery Notes
- Purchase Orders
- Financial Reports
- Regulatory Reports
Company Settings
Company Settings control the behavior of Numera for the selected legal entity.
Examples include:
- Accounting Settings
- Fiscal Year Settings
- Inventory Settings
- Sales Settings
- Purchasing Settings
- Payroll Settings
- Asset Management Settings
- Banking Settings
Per-Company Configuration
Multi-Company Support
Numera supports multiple companies within the same environment.
A user may have access to:
- One company
- Multiple companies
Common examples:
- Accounting firms managing multiple clients
- Business groups managing multiple companies
- Entrepreneurs operating multiple businesses
A Single User Can Access Multiple Companies
User
A single user account
Company A
Independent legal entity
Company B
Independent legal entity
Company C
Independent legal entity
Permissions and Access
Admin Users
Admin users have full access to:
- Company creation
- Company editing
- Company settings
- User assignments
- Permissions
Non-Admin Users
Non-admin users have limited access.
They may:
- View company information
- Edit selected non-sensitive company settings
- Update operational preferences
They cannot:
- Manage permissions
- Create companies
- Manage system-wide administration
- Access sensitive administrative settings
Access Depends on Permissions
Best Practices
Maintain Accurate Company Information
Keep legal and tax information up to date.
Review Company Settings Regularly
Validate operational settings after major business changes.
Restrict Administrative Access
Only trusted personnel should have administrative permissions.
Configure Companies Independently
Review settings individually for each legal entity.
Related Documentation
Key Concepts
- Each Company represents a separate legal entity.
- Companies are managed through the Admin Panel.
- Admin users can create and configure companies.
- Multiple companies can coexist within the same environment.
- Users may have access to one or multiple companies.
- Company settings are maintained independently per company.