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User Management

User Management lets you add team members, assign roles (Admin, Employee, 3rd Party), and control access levels (Edit, View, None).

Updated over 5 months ago

You can invite a new user to access your NuMetric account. Only give access to people you trust, since users can see your transactions and other business information. Learn more about all user types and what they can do.

User Position
In NuMetric, each account is owned by a single primary user (the Owner) who controls all settings and can add additional users based on the subscribed plan. The Owner can also assign one email alias to his account and designate users as:

  • Admin – Full access to all modules

  • Employee – Limited access based on permissions

  • 3rd Party – External collaborators with customized access

Plan

Users Allowed

Max Roles

Starter

1

Owner

Freelance

3

Owner + 1 admin + 1 Employee / Third party

Business Lite

5

Owner + 1 admin + 3 Employee / Third party

Business Pro

10

Owner + 1 admin + 8 Employee / Third party

Business Unlimited

15

Owner + 1 admin + 13 Employee / Third party

Retail Growth

10

Owner + 1 admin + 8 Employee / Third party

Retail Unlimited

15

Owner + 1 admin + 13 Employee / Third party

User Permission
User permissions are managed through three distinct access levels for each module or feature:

  • Edit: Full access — user can view, create, update and manage records.

  • View Only: Read-only access — user can see the data but cannot make changes.

  • None: No access — the module or section is hidden or completely inaccessible to the user.

These permission levels can be applied per user and per module, allowing precise control over what each team member can do within the system.

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