Roles and Permissions
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Finix provides built-in roles to control what team members can access in the Dashboard. You can also create custom roles to fit your business needs.

For security, we recommend assigning no more than three Administrators.

For instructions on how to add and manage team members, refer to Managing Your Team Members.

Built-in roles

Finix includes seven built-in roles. Each matrix below shows the resources that role can view and manage.

View: Can see the resource in the Dashboard.
Manage: Can create, edit, delete, export, approve, or take action on the resource.

Full control over the Dashboard, including team management, all resources, and all settings.

Broad access to transactions, Merchants, and Settlements. No access to team management or developer tools.

Can onboard, add, and update Merchants. Can manage Settlements and Fee Profiles. No access to Disputes or developer tools.

Can review and approve Settlements and export transactions. On Finix Flex, Settlement Specialists can view Settlements and export transactions.

Full access to API keys, webhooks, transactions, and Disputes. Read-only access to payout settings and Settlements.

Read-only access to the Dashboard. Can view data but cannot make changes.

Can manage team members, create roles, and invite users. No access to any other Dashboard section.

You can create custom roles to match permissions to your business needs.

To create a custom role:

Custom roles can include any permission listed above except Team Management. Custom roles cannot add team members or change role assignments.