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Permissions

Full control over access levels.

Control with surgical precision which family member or partner is allowed to edit which modules.

Security Settings

What Permissions offers

Full control over access levels.

Role-Based Access

Admin, Member, Guest. Assignment in milliseconds.

Granular Toggles

Read access to invoices, but not to passwords.

Audit Compliance

Absolute transparency to reduce risk.

Embedded Companies

External providers like fiduciaries can also be integrated.

Instant Revoke

Revocation of rights takes effect server-side in real-time.

Easy UI

Operable without an IT diploma.

How Permissions works

Full control over access levels.

  • Clearly structured
  • Securely encrypted
  • Accessible anytime

Manage Permissions

Select Permissions Type

Choose the category you want to view or add.

Role-Based Access

Admin, Member, Guest. Assignment in milliseconds.

Granular Toggles

Read access to invoices, but not to passwords.

Audit Compliance

Absolute transparency to reduce risk.

Embedded Companies

External providers like fiduciaries can also be integrated.

Instant Revoke

Revocation of rights takes effect server-side in real-time.

Easy UI

Operable without an IT diploma.

Hana AI Live-Demo

From receipt to calendar.

1. Capture Document

Photograph, scan, or upload via drag-and-drop. Hana AI is ready immediately.

2. Recognize & Extract

The AI reads all relevant data flawlessly in milliseconds.

Expenses
Calendar
Documents

3. Automatically Sorted

Wumex distributes data into your modules, sets reminders, and archives the PDF.

Frequently asked questions about Permissions

Everything you need to know about the Permissions module.

Is it complicated to set up?
No, simple switch toggles are enough to flip permissions.
Is there a System Admin?
The creator of the workspace is the Super Admin and cannot be deleted.
Can I temporarily invite consultants?
Yes, strictly limit views by module (e.g., only 'Finances').
Does this cost extra licenses?
Granular roles are included in the Business/Family tariff.

Discover more modules

Dashboard

Everything at a glance. No detours.

Contacts

Private & Business. Perfectly organized.

Companies

Company management. Radically simplified.

Invoices

Photograph. Capture. Pay.

Ready for less chaos?

Start now – for free, without setup, in under 60 seconds.

Start for free now
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Duration:
12 months
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Purpose:
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persistent
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