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 |
| Accountant | Access to accounting, reporting, and financial data | Finance team, bookkeepers |
| Sales Manager | Full access to sales module, read access to inventory | Sales team leads |
| Sales Rep | Create and view sales orders, limited edit access | Sales staff |
| Warehouse Manager | Full access to inventory and logistics | Warehouse supervisors |
| Warehouse Staff | Process deliveries and inventory operations | Warehouse workers |
| Viewer | Read-only access to assigned modules | Auditors, consultants |
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 > User Management
- Select the user you want to modify
- Click Edit Permissions
- Select the appropriate role(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