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Fintoc’s dashboard holds sensitive information and lets your organization move money. To control who can do what, Fintoc provides a granular permission system built on three concepts: permissions, access levels, and roles. This page explains each concept and lists every permission you can grant.

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Permissions

A permission controls a single action on a single resource. A resource is an area or feature of the dashboard, such as API keys, payments, or transfers. Fintoc groups permissions into five categories: Payment initiation, Treasury, Reconciliation, Developers, and Administration.

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Access levels

Each resource grants one of four access levels. The levels are cumulative: Manage includes everything in Read.
  • None: No access to the resource.
  • Read: See the resource’s information without making changes.
  • Manage: Create, edit, and delete, in addition to everything in Read.
  • Authorize: Approve or reject an action that another team member started. Only transfers use this level, through a maker/checker flow.

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Roles

A role is a predefined bundle of permissions that matches a common job function. Assign a role to a user as a starting point, then adjust that user’s individual permissions when the role does not fit. Fintoc provides five predefined roles:
  • Admin: Every permission, including team management, billing, organization settings, and IP restrictions.
  • Developer: Full access to API keys, webhooks, and JSON Web Signature (JWS) public keys, plus read-only access to payments and reconciliation.
  • Operations: Manage links and refunds, plus read-only access to payments, payouts, and subscriptions.
  • Finance and Accounting: Read-only access to payments, payouts, subscriptions, and reconciliation.
  • Support: Read-only access to payments and subscriptions, plus the ability to refund payments.
You cannot grant the Admin role from the dashboard. To assign it to a user, contact your Sales or Customer Success representative, or reach out through the chat.

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Permissions by category

The tables below list the resources in each category and the access levels you can grant for each one.

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Payment initiation

These resources cover collecting and paying out money:

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Treasury

No predefined role includes Treasury permissions; assign them to individual users. Transfers use a maker/checker flow: one user creates a transfer with the Manage level, and another approves or rejects it with the Authorize level.

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Reconciliation

This resource covers reconciliation:

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Developers

These resources cover your integration and security tooling:

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Administration

These resources cover your organization and its team: