Financial Account — A Financial Account is the individual account tied to your organization's payouts and financial activity. Only one user can be listed as the owner of a Financial Account.
Financial Account Group — A Financial Account Group bundles multiple Financial Accounts together, useful for larger organizations with multiple accounts. A Group can have multiple Owners, Controllers, and Admins, and anyone listed at the Group level has full control over every account bundled within it.
If your organization needs a set of users added across numerous accounts — for example, national staff needing visibility into each province's program — contact Partner Support to scope and set this up.
| Role | Scope | View Financials? | Manage Events / Clubs? | Edit Account Permissions? |
|---|---|---|---|---|
| Owner | Account or Group | ✓ | ✓ | ✓ |
| Financial Controller | Account | ✓ | ✗ | ✗ |
| Administrator | Account | ✗ | ✓ | ✗ |
| Process-Level Only Admin | Specific Event / Club | ✗ | Limited ✓ | ✗ |
A Financial Account Owner has full control and is the only role that can edit account details and permissions. Only one user can be listed as Owner of a Financial Account.
- Manage permissions
- Setup a Merchant Account
- Clone / create dashboards
- Update waivers and agreements
Monitors the financial health of your account without accessing registration or membership data.
- View account financials
- Download financial reports
- Setup a Merchant Account
- Receive payout deposit notifications
- Edit account details
- View, manage, or edit registrations or event/club details
Handles the day-to-day operational side of your account.
- View, manage, or edit membership, event, or club registrations and details
- Edit waivers and survey questions
- Update landing pages and confirmation emails
- Clone or create dashboards
- Process refunds
- View account financials
- Edit account details
Granted access to a single Event or Club Dashboard only. This is useful when an Event Organizer or Club President needs to delegate dashboard access to someone without giving them broader organizational visibility.
- View registrations
- Update landing pages and survey questions
- Manage self-serve dashboard attributes
- Pull reports
- View other dashboards on the financial account
- View financial information
- Edit agreements or waivers
- Access cloned versions of the dashboard
How to Add a Financial Controller or Administrator
- 1From your dashboard, select the Financials & Accounting tab [left navigation menu].
- 2Use the dropdown menu at the top of the page to select one financial account.
- 3Select the Permissions tab.
- 4Choose Add New Controller or Add New Administrator under the relevant section.
- 5Enter the person's details. Note that they must already have an account on the platform.
How to Add a Process-Level Only Admin
Process-Level Only Permissions are set from within the Event or Club Dashboard itself — not from the organization's Financial & Accounting settings.
- 1Navigate to the Event or Club tab and open the relevant dashboard.
-
2
On the default tab, Dashboard Home, scroll
to the bottom of the page.
Alternatively, go to Configuration → Financial & Permissions Settings.
- 3In the Admin Permissions Setup section, click Add process level only admin in the top right corner.
- 4In the Add Administrator dialog, enter the person's First Name, Last Name, and Email address.
- 5Check Send Email if you'd like them to receive a notification.
- 6Click Add Administrator to confirm.
A complete task-level breakdown of what each role can and cannot do across your account.
| Administrative Task | Owner | Controller | Administrator | Process-Only |
|---|---|---|---|---|
| Change Account Permissions | ✓ | ✓ | ✗ | ✗ |
| Setup Merchant Account (e.g., PaySafe) | ✓ | ✓ | ✗ | ✗ |
| View / Edit Financials | ✓ | ✓ | ✗ | ✗ |
| Download Financial Reports | ✓ | ✓ | ✗ | ✗ |
| Receive Payout Deposit Notifications | ✓ | ✓ | ✗ | ✗ |
| Update Email Send-as & Reply-to | ✓ | ✓ | ✓ | ✗ |
| Access All Events/Clubs on Account | ✓ | ✓ | ✓ | ✗ |
| Create Coupons | ✓ | ✓ | ✓ | ✗ |
| Process Refunds | ✓ | ✓ | ✓ | ✗ |
| Merge Profiles | ✓ | ✗ | ✓ | ✗ |
| Create a Club/Event Dashboard | ✓ | ✗ | ✓ | ✗ |
| Clone a Club/Event Dashboard | ✓ | ✗ | ✓ | ✗ |
| Edit Landing Pages & Emails | ✓ | ✗ | ✓ | ✓ |
| Create a Store | ✓ | ✗ | ✓ | ✓ |
| Update Store Inventory | ✓ | ✗ | ✓ | ✓ |
| Add Agreements / Waivers | ✓ | ✗ | ✓ | ✗ |
| Add Survey Questions | ✓ | ✗ | ✓ | ✓ |
| Manage Waitlist | ✓ | ✗ | ✓ | ✓ |
| View Registrations | ✓ | ✓ | ✓ | ✓ |
| View Metrics | ✓ | ✓ | ✓ | ✓ |
| Download Registration Reports | ✓ | ✓ | ✓ | ✓ |
| Create a Custom Report (Simplified) | ✓ | ✓ | ✓ | ✓ |