Managing Roles & Permissions

Last updated: October 22, 2024

Managing user permissions is quick and simple from the Settings page!

Head into Settings > Team and click on the pencil icon next to an existing team member to update the assigned role. Or, select a role when inviting new team members for the first time.

Administrator

A fully unrestricted role that can see/manage all data & features within Numeric.

Manager

A role designed for accounting managers who help manage workflows in Numeric. This role is restricted from the following:

  • Inviting new users

  • Deleting tasks

  • Creating categories

  • Open new periods

  • Closing periods

  • Updating materiality thresholds

  • Managing GL Connections

Staff

A role designed for staff accountants that can submit tasks and add comments / links / attachments. In addition to the Manager role restrictions, this role is also restricted from the following:

  • Modifying any task details on tasks created by other users, including

    • Name & Description

    • Assignees

    • Due Dates

    • Automations

Viewer

This view-only role is great for inviting your auditor or other internal stakeholders to view and comment on data in Numeric. This role is restricted from performing any actions within the platform, including submitting tasks.

Essentials Workspace Restrictions

For individuals on our free Essentials tier, the following restrictions apply:

  1. Roles cannot be modified

  2. New team members can only be invited as Administrators

  3. Only 2 automations can be created within a workspace

Reach out to support@numeric.io for upgrade details!