# 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](#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 membersCreate and assign rolesInvite 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 membersCreate and assign rolesInvite 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 membersCreate and assign rolesInvite 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](https://dashboard.finix.com/Login), 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:

| 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.