User Roles & Permissions
Understand the different user roles and their permissions
Understanding Roles
Numera uses a role-based access control system to manage what users can see and do within the application. Each user is assigned one or more roles that determine their permissions.
Default Roles
Numera comes with several pre-configured roles:
| Role | Description | Typical Use |
|---|---|---|
| Administrator | Full access to all modules and settings | System administrators, owners |
| Manager | Full access to all modules and settings excluding administration rights | Owners, Executive Directors |
| Accountant | Access to accounting, reporting, and financial data | Finance team, bookkeepers |
| Junior Accountant | Access to accounting, without permission to close financial periods | Junior bookkeepers |
| Sales Manager | Full access to sales module, read access to inventory | Sales team leads |
| Warehouse Manager | Full access to inventory and logistics | Warehouse supervisors |
Permission Levels
Each module supports four permission levels:
- No Access - Module is not visible to the user
- View - Can view records but not create or modify
- Edit - Can view, create, and modify records
- Full - All permissions including delete and approve
Important
Only Administrators can manage user roles and permissions. Be careful when granting Full access as it includes the ability to delete records.
Assigning Roles
To assign a role to a user:
- Navigate to Administration > Users
- Select the user you want to modify
- Click Edit
- Select the appropriate role under Personal
- Modify permission level under Permissions for each Client that the user has access to(s)
- Save the changes
Custom Roles
If the default roles don't fit your needs, you can create custom roles:
- Go to Administration > User Management > Roles
- Click New Role
- Name your role and set permissions for each module
- Save the role
Custom roles can be based on existing roles. Start with a similar role and adjust permissions as needed.
Best Practices
- Follow the principle of least privilege - give users only the access they need
- Regularly review user permissions, especially when employees change roles
- Use groups to manage permissions for teams with similar responsibilities
- Document any custom roles you create for future reference