User Management
Manage users and permissions
User Management controls who can access Numera, which companies they can access, and what actions they are allowed to perform.
Numera supports role-based access control and multi-company access, allowing a single user account to work across multiple legal entities when authorized.
User Management is primarily performed through the Admin Panel.
Overview
User Management helps organizations:
- Create users
- Manage user access
- Assign users to companies
- Configure permissions
- Manage security settings
- Support multi-company access
- Maintain auditability
Per-Company Permissions
Accessing User Management
Navigation: Admin Panel → Users
Admin users can:
- View users
- Create users
- Edit users
- Assign companies
- Manage permissions
- Login as another user (Admin only)
User Profile
Each user record contains profile information.
Typical information includes:
- First Name
- Last Name
- Email Address
- Username
- Contact Information
- Status
Creating Users
Admin users can create new users.
Navigation: Users → Add User
User Creation Workflow
Create User
Add a new user in the Admin Panel
Enter Profile Information
Capture name, email, and contact details
Assign Company Access
Select one or more companies
Configure Permissions
Define allowed actions per module
Save User
User is created and ready for access
Company Access
Users can be assigned to one or multiple companies.
| User | Company Access |
|---|---|
| Accountant | Company A, B, C |
| Manager | Company A |
| Sales User | Company A |
Legal Entity Scope
Permissions
Permissions determine which actions a user may perform.
Examples include:
- View Documents
- Create Documents
- Edit Documents
- Delete Documents
- Approve Transactions
- Manage Users
- Access Administration
Permissions may vary by module.
Login As User
Admin users can temporarily log in as another user.
Navigation: Users → Action Menu → Login As User
This feature is useful for:
- Troubleshooting
- User Support
- Testing Permissions
- Training
Login As User Flow
Admin User
Authorized administrator
Login As User
Temporarily impersonate a user
View System As Selected User
Experience the system with their access
Use Responsibly
Editing Users
Admin users can:
- Update user details
- Change permissions
- Modify company access
- Activate users
- Deactivate users
Changes take effect immediately.
Non-Admin User Access
Non-admin users have limited access to user management.
They cannot:
- Create users
- Manage permissions
- Assign companies
- Access administrative functions
My Account
All users can manage their own account information.
Navigation: My Account
Users may:
- Update personal information
- Change passwords
- Manage digital certificates
- Review account details
Managing Your Account
My Account
Access personal account settings
Personal Information
Update name and contact details
Digital Certificates
Manage personal certificates
Save Changes
Account information is updated
Digital Certificates
Users may manage personal digital certificates from My Account.
Digital certificates may be used for:
- Electronic Signatures
- Regulatory Submissions
- E-Invoicing Integrations
- Secure Authentication
Module Dependent
Security and Auditability
All user activity is recorded through Numera's audit mechanisms.
Organizations can review:
- User activity
- Permission changes
- Administrative actions
- Authentication history
This helps support compliance and accountability.
Best Practices
Follow the Principle of Least Privilege
Grant only the permissions required for a user's role.
Review User Access Regularly
Periodically validate company assignments and permissions.
Limit Administrative Access
Restrict Admin permissions to authorized personnel.
Use Login As User for Support Only
Avoid performing operational work while impersonating another user.
Maintain User Records
Deactivate unused accounts promptly.
Related Documentation
Key Concepts
- Users can access one or multiple companies.
- Permissions control access to features and data.
- Admin users manage users, companies, and permissions.
- Non-admin users have limited administrative access.
- Users can manage their own profile through My Account.
- Digital certificates are managed at user level.
- Admin users can temporarily login as another user for support and testing.