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

Adding or Editing Users

• Click the ✏ pencil icon next to an existing user to update their role.

• Click Invite Teammate to invite a new user and assign a role in the Settings > Team page.

Roles & Permissions

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

• Changing Workspace settings

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 task details on tasks created by other users (when not assigned to those tasks), including

  • Name & Description

  • Assignees

  • Due Dates

  • Automations

Note: Staff users can modify tasks they are assigned to, including creating subtasks for those tasks.

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.

Deleting Tasks

To delete a task, open the task sidebar, click the 3‑dot menu in the top‑right corner, and select “Delete Task”. For recurring tasks, you’ll be prompted to delete a single instance or all future instances.

Why You Might Not See the Delete Option

If you don’t see the delete option in the 3‑dot menu, this is expected behavior – the delete functionality is only visible to users with the Administrator role. Staff, Manager, and Viewer roles cannot delete tasks, which helps maintain data integrity and workflow control.

Report Access

Report Visibility

• All users can view reports. However, entity-level access restrictions can be configured to control who sees financial data based on their assigned entity.

Entity-Based Permissions

• Permissions can restrict visibility of financial data, such as:

  • Reconciliation balances

  • Flux balances

  • Transactions

• Important: When entity restrictions are first enabled for a workspace, all non-administrator users (Managers, Staff, and Viewers) will lose access to reports by default until specific entities are assigned to them. Administrators can assign entity access to users in Settings > Team.

• Caveat: Entity-level restrictions do not apply to checklist items, which remain visible to all users.

• Access Similarity with NetSuite (NS):

  • Users with NS access can view all General Ledger (GL) data.

  • This mirrors our current setup, meaning no additional data is exposed.

  • NS also supports entity-based restrictions and differentiates between public and private reports.

Report Builder Access

The Report Builder is currently available to all workspaces enriched with a NetSuite general ledger integration.

Within eligible workspaces:

• Administrators and Managers have full access to view, edit, and save reports.

• Staff and Viewers do not have access to save or edit reports.

For more details, refer to our 📄 Report Builder Guide.

Exporting Users and Roles

Right click the table in Settings > Team to download a list of users and roles.

Essentials Tier Restrictions

Some customers may still be on our legacy Essentials (free) tier, which includes the following limitations:

1. User roles cannot be modified

2. New team members can only be invited as Administrators

3. A maximum of 2 automations can be created per workspace

We are currently phasing out the Essentials tier. For continued access to full functionality and support, reach out to support@numeric.io to learn about upgrade options.