Roles and Permissions

Finix has several different ways to help you control what team members have access to in the Finix Dashboard.

It's essential to manage who has access to your Finix Dashboard. We have a variety of customizable permissions available to help platforms manage access.

You can also create custom roles to better serve the needs of your business.

Administrator

Users with Administrator permissions have complete control over the Finix Dashboard. This includes the ability to add or remove team members, change permissions, and manage every Finix resource.

For security purposes, we recommend assigning no more than three administrators.

Role and Responsibilities

SectionRole Permissions
Team Management
  • Review team members
  • Create and assign roles
  • Invite team members
Developer
  • Create, view, edit, and delete API keys.
  • Review webhooks (includes webhook log)
  • Create, modify, and delete webhooks
Transactions
  • Review all transactions and the Payment Instrument used
  • Create Payment instruments
  • Modify, disable, or reverify a Payment Instrument
  • Refund and modify transactions
  • Export transactions
Payouts
  • Review payout settings
  • Edit payout settings
  • Manage and review Settlements
  • Review and approve Settlements in the review queue
Disputes
  • Review Disputes
  • Respond to Disputes
Fee Profiles
  • Review Fee Profiles
  • Create new Fee Profiles
  • Create a Fee Profile for the platform
Risk Profile
  • Review Risk Profiles
  • Edit Risk Profiles
Identities and Merchants
  • Review the Identities of Merchants
  • Update the Identities of Merchants
  • Review Merchant Accounts
  • Update the accounts of Merchants
Applications
  • Review Applications
  • Update the information of Applications

Payment Operations Manager

Payment Operations Managers have access to everything related to transactions, Merchants, and Settlements. We recommend this role for users that to need to have broader access.

Role and Responsibilities

SectionRole PermissionsN/A for this Role
Team Management
  • View team members
  • Create and assign roles
  • Invite team members
Developer
  • Create, view, edit, and delete API keys.
  • Review webhooks (includes webhook log)
  • Create, modify, and delete webhooks
Transactions
  • Review all transactions
  • Review all transactions and the Payment Instrument used
  • Create payment instrument
  • Modify, disable, or reverify a Payment Instrument
  • Refund and modify transactions
  • Export transactions
Payouts
  • Review payout settings
  • Edit payout settings
  • Manage and review Settlements
  • Review and approve Settlements in the review queue
Disputes
  • Review Disputes
  • Respond to Disputes
Fee Profiles
  • Review Fee Profiles
  • Create new Fee Profiles
  • Create a Fee Profile for the platform
Risk Profile
  • Review Risk Profiles
  • Edit Risk Profiles
Identities and Merchants
  • Review the Identities of Merchants
  • Update the Identities of Merchants
  • Review Merchant Accounts
  • Update the accounts of Merchants
Applications
  • Review Applications
  • Update the information of Applications

Merchant Manager

Merchant Managers can onboard, add and update Merchants.

Role and Responsibilities

SectionRole PermissionsN/A for this Role
Team Management
  • View team members
  • Create and assign roles
  • Invite team members
Developer
  • Create, view, edit, and delete API keys.
  • Review webhooks (includes webhook log)
  • Create, modify, and delete webhooks
Transactions
  • Review all transactions
  • Review all transactions and the Payment Instrument used
  • Modify, disable, or reverify a Payment Instrument
  • Refund and modify transactions
  • Export transactions
Payouts
  • Review payout settings
  • Edit payout settings
  • Manage and review Settlements
  • Review and approve Settlements in the review queue
Disputes
  • Review Disputes
  • Respond to Disputes
Fee Profiles
  • Review Fee Profiles
  • Create new Fee Profiles
  • Create a Fee Profile for the platform
Risk Profile
  • Review Risk Profiles
  • Edit Risk Profiles
Identities and Merchants
  • Review the Identities of Merchants
  • Update the Identities of Merchants
  • Review Merchant Accounts
  • Update the accounts of Merchants
Applications
  • Review Applications
  • Update the information of Applications

Settlement Specialist

Settlement Specialists on Finix Core can review and approve Settlements and export transactions.

Settlement Specialists on Finix Flex can view Settlements and export transactions.

Role and Responsibilities

SectionRole PermissionsN/A for this Role
Team Management
  • View team members
  • Create and assign roles
  • Invite team members
Developer
  • Create, view, edit, and delete API keys.
  • Review webhooks (includes webhook log)
  • Create, modify, and delete webhooks
Transactions
  • Review all transactions
  • Review all transactions and the Payment Instrument used
  • Modify, disable, or reverify a Payment Instrument
  • Refund and modify transactions
  • Export transactions
Payouts
  • Review payout settings
  • Edit payout settings
  • Manage and review Settlements
  • Review and approve Settlements in the review queue
Disputes
  • Review Disputes
  • Respond to Disputes
Fee Profiles
  • Review Fee Profiles
  • Create new Fee Profiles
  • Create a Fee Profile for the platform
Risk Profile
  • Review Risk Profiles
  • Edit Risk Profiles
Identities and Merchants
  • Review the Identities of Merchants
  • Update the Identities of Merchants
  • Review Merchant Accounts
  • Update the accounts of Merchants
Applications
  • Review Applications
  • Update the information of Applications

Developer

The Developer role grants everything needed to integrate with the Finix API. This includes Webhooks, the API Logs, and more.

Role and Responsibilities

SectionRole PermissionsN/A for this Role
Team Management
  • View team members
  • Create and assign roles
  • Invite team members
Developer
  • Create, view, edit, and delete API keys.
  • Review webhooks (includes webhook log)
  • Create, modify, and delete webhooks
Transactions
  • Review all transactions
  • Review all transactions and the Payment Instrument used
  • Modify, disable, or reverify a Payment Instrument
  • Refund and modify transactions
  • Export transactions
Payouts
  • Review payout settings
  • Manage and review Settlements
  • Edit payout settings
  • Review and approve Settlements in the review queue (Finix Core Only)
Disputes
  • Review Disputes
  • Respond to Disputes
Fee Profiles
  • Review Fee Profiles
  • Create new Fee Profiles
  • Create a Fee Profile for the platform
Risk Profile
  • Review Risk Profiles
  • Edit Risk Profiles
Identities and Merchants
  • Review the Identities of Merchants
  • Review Merchant Accounts
  • Update the Identities of Merchants
  • Update the accounts of Merchants
Applications
  • Review Applications
  • Update the information of Applications

Viewer

The Viewer role has read-only access to the dashboard and can view data but cannot make any changes.

Role and Responsibilities

SectionRole PermissionsN/A for this Role
Team Management
  • View team members
  • Create and assign roles
  • Invite team members
Developer
  • Create, view, edit, and delete API keys.
  • Review webhooks (includes webhook log)
  • Create, modify, and delete webhooks
Transactions
  • Review all transactions
  • Review all transactions and the Payment Instrument used
  • Modify, disable, or reverify a Payment Instrument
  • Refund and modify transactions
  • Export transactions
Payouts
  • Review payout settings
  • Manage and review Settlements
  • Edit payout settings
  • Review and approve Settlements in the review queue (Finix Core Only)
Disputes
  • Review Disputes
  • Respond to Disputes
Fee Profiles
  • Review Fee Profiles
  • Create new Fee Profiles
  • Create a Fee Profile for the platform
Risk Profile
  • Review Risk Profiles
  • Edit Risk Profiles
Identities and Merchants
  • Review the Identities of Merchants
  • Review Merchant Accounts
  • Update the Identities of Merchants
  • Update the accounts of Merchants
Applications
  • Review Applications
  • Update the information of Applications

User Management Admin

User Management Admins have the permissions to manage team members. This includes adding and managing team members, changing permissions, and creating new Roles.

Role and Responsibilities

SectionRole PermissionsN/A for this Role
Team Management
  • Review team members
  • Create and assign roles
  • Invite team members
Developer
  • Create, view, edit, and delete API keys.
  • Review webhooks (includes webhook log)
  • Create, modify, and delete webhooks
Transactions
  • Review all transactions and the Payment Instrument used
  • Create Payment instruments
  • Modify, disable, or reverify a Payment Instrument
  • Refund and modify transactions
  • Export transactions
Payouts
  • Review payout settings
  • Edit payout settings
  • Manage and review Settlements
  • Review and approve Settlements in the review queue
Disputes
  • Review Disputes
  • Respond to Disputes
Fee Profiles
  • Review Fee Profiles
  • Create new Fee Profiles
  • Create a Fee Profile for the platform
Risk Profile
  • Review Risk Profiles
  • Edit Risk Profiles
Identities and Merchants
  • Review the Identities of Merchants
  • Update the Identities of Merchants
  • Review Merchant Accounts
  • Update the accounts of Merchants
Applications
  • Review Applications
  • Update the information of Applications

Custom Roles

Custom Roles are also available to help you manage permissions so they suit your business needs.

To create a Custom Role:

  1. In the Finix Dashboard, click Company > Team > Roles
  2. Click Create Custom Role.
  3. Fill in Role Name, Role Description, and Role Permissions.

The following permissions are available for Custom Roles:

SectionAvailable Permissions
Team ManagementN/A
Developer
  • Create, view, edit, and delete API keys.
  • Review webhooks (includes webhook log)
  • Create, modify, and delete webhooks
Transactions
  • Review all transactions
  • Review all transactions and the Payment Instrument used
  • Create payment instrument
  • Modify, disable, or reverify a Payment Instrument
  • Refund and modify transactions
  • Export transactions
Payouts
  • Review payout settings
  • Edit payout settings
  • Manage and review Settlements
  • Review and approve Settlements in the review queue
Disputes
  • Review Disputes
  • Respond to Disputes
Fee Profiles
  • Review Fee Profiles
  • Create new Fee Profiles
  • Create a Fee Profile for the platform
Risk Profile
  • Review Risk Profiles
  • Edit Risk Profiles
Identities and Merchants
  • Review the Identities of Merchants
  • Update the Identities of Merchants
  • Review Merchant Accounts
  • Update the accounts of Merchants
Applications
  • Review Applications
  • Update the information of Applications

Note: Custom Roles cannot add team members or change the permissions of Roles.