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

Section	Role 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

Section	Role Permissions	N/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

Section	Role Permissions	N/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

Section	Role Permissions	N/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

Section	Role Permissions	N/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

Section	Role Permissions	N/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

Section	Role Permissions	N/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:

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

The following permissions are available for Custom Roles:

Section	Available Permissions
Team Management	N/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.

Roles and Permissions

Administrator

Role and Responsibilities

Payment Operations Manager

Role and Responsibilities

Merchant Manager

Role and Responsibilities

Settlement Specialist

Role and Responsibilities

Developer

Role and Responsibilities

Viewer

Role and Responsibilities

User Management Admin

Role and Responsibilities

Custom Roles

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