Roles & Permissions
Finance Manager
Custom roleApproves commissions, payouts and wallet adjustments, and issues invoices. Settings are read-only.
Permission matrix
What this role can do in each module. Open Edit role to change it.
- Allowed
- Not allowed
| Module | View | Create | Edit | Delete | Approve | Granted |
|---|---|---|---|---|---|---|
MembersProfiles, KYC and sponsor links |
Members: View allowed | Members: Create not allowed | Members: Edit not allowed | Members: Delete not allowed | Members: Approve not allowed | 1 / 5 |
PackagesPlans, pricing and renewal rules |
Packages: View allowed | Packages: Create not allowed | Packages: Edit not allowed | Packages: Delete not allowed | Packages: Approve not allowed | 1 / 5 |
CommissionsRates, runs and manual adjustments |
Commissions: View allowed | Commissions: Create not allowed | Commissions: Edit allowed | Commissions: Delete not allowed | Commissions: Approve allowed | 3 / 5 |
PayoutsWithdrawal requests and transfers |
Payouts: View allowed | Payouts: Create allowed | Payouts: Edit allowed | Payouts: Delete not allowed | Payouts: Approve allowed | 4 / 5 |
WalletsBalances, limits and transfers |
Wallets: View allowed | Wallets: Create not allowed | Wallets: Edit allowed | Wallets: Delete not allowed | Wallets: Approve allowed | 3 / 5 |
InvoicesMembership and product invoices |
Invoices: View allowed | Invoices: Create allowed | Invoices: Edit allowed | Invoices: Delete not allowed | Invoices: Approve not allowed | 3 / 5 |
TicketsSupport requests and replies |
Tickets: View allowed | Tickets: Create not allowed | Tickets: Edit not allowed | Tickets: Delete not allowed | Tickets: Approve not allowed | 1 / 5 |
AnnouncementsNews and notices for members |
Announcements: View not allowed | Announcements: Create not allowed | Announcements: Edit not allowed | Announcements: Delete not allowed | Announcements: Approve not allowed | 0 / 5 |
CampaignsEmail and SMS campaigns |
Campaigns: View not allowed | Campaigns: Create not allowed | Campaigns: Edit not allowed | Campaigns: Delete not allowed | Campaigns: Approve not allowed | 0 / 5 |
SettingsPlatform, MLM and security settings |
Settings: View allowed | Settings: Create not allowed | Settings: Edit not allowed | Settings: Delete not allowed | Settings: Approve not allowed | 1 / 5 |
| Granted in total | 8 / 10 | 2 / 10 | 4 / 10 | 0 / 10 | 3 / 10 | 17 / 50 |
Members
3 people hold this role
Role details
- TypeCustom role
- Permissions17 of 50
- CreatedMar 12, 2025 by Alex Morgan
- Last changedSep 30, 2026
Changes apply on the next sign-in. People who hold this role keep their current session until it expires.