The four admin roles — owner, financial controller, administrator and process-specific admin — and what each one can see and do.
Applies to Enterprise
- Each financial account has one owner, and only the owner changes who has access to it.
- The same person can be both a financial controller and an administrator.
- A process-specific admin works on one event or club dashboard only and sees no financial information.
- A process-specific admin can add registration rules, such as a membership requirement, but can’t add, reuse, clone or edit agreements and waivers.
- Only Uplifter staff can change the Paysafe account, or which financial organization an event, club or membership dashboard belongs to.
Four roles decide what each person can see and do in your organization. Three are set on the financial account and cover every event and club on it; the fourth is set on a single event or club dashboard.
How accounts and groups work
A financial account is tied to your organization’s payouts and financial activity, and has one owner. A financial account group bundles several accounts for larger organizations. A group can have several owners, controllers and administrators, and each person listed at group level gets that same role on every account in the group. If your organization needs people added across many accounts, such as national staff overseeing each province, ask your Uplifter contact to set up group permissions. Group roles show under Group permissions on the account’s Permissions tab.
What each role is for
- Owner — full control, and the only role that edits account details and permissions.
- Financial controller — watches the money: financials, financial reports, payout notifications, merchant account applications and refunds. No registrations, and no event or club details.
- Administrator — runs the day-to-day: registrations, events, clubs, memberships, registration rules, waivers, landing pages, emails and refunds. No financials.
- Process-specific admin — one event or club dashboard: registrations, registration rules, landing pages, survey questions and reports. No other dashboards, no financials, no cloned copies of the dashboard, and no agreements or waivers (they can’t add, reuse, clone or edit them).
When the owner changes
When the owner of a financial or event organization changes, for example because the owner leaves your organization, the current owner and the new owner both need to contact Uplifter Support. If your organization is affiliated with a sanctioning body, include that organization in the request as well.
If a sanctioning body or association needs access
Agreements and waivers belong to the organization, not to a single event. If your sanctioning body or association needs to add its own waiver to your events, for example a waiver that must be signed for every event, add it as an Administrator on your organization. A process-specific admin can’t attach waivers.
If they only need to set registration rules, such as requiring a current membership, a process-specific admin on the event or club dashboard is enough. That access covers one dashboard only, so add them again on each new or cloned dashboard.
To copy an event that already carries the waiver, select Clone event. In the clone window, choose Reuse to share the same waiver with the original event, or Clone to give the new event its own copy. Which one to pick depends on your insurer’s or sanctioning body’s policy, so check with them first. See Clone an Event Dashboard.
Which role can do what
| Task | Owner | Controller | Administrator | Process-specific |
|---|---|---|---|---|
| Change account permissions | ✓ | ✗ | ✗ | ✗ |
| Apply for a merchant account | ✓ | ✓ | ✗ | ✗ |
| View and edit financials | ✓ | ✓ | ✗ | ✗ |
| Download financial reports | ✓ | ✓ | ✗ | ✗ |
| Receive payout deposit notifications | ✓ | ✓ | ✗ | ✗ |
| Update email send-as and reply-to | ✓ | ✓ | ✓ | ✗ |
| Access all events and clubs on the account | ✓ | ✓ | ✓ | ✗ |
| Create coupons | ✓ | ✓ | ✓ | ✗ |
| Process refunds | ✓ | ✓ | ✓ | ✗ |
| Merge profiles | ✓ | ✗ | ✓ | ✗ |
| Create or clone a club or event dashboard | ✓ | ✗ | ✓ | ✗ |
| Add, reuse or clone agreements and waivers | ✓ | ✗ | ✓ | ✗ |
| Add registration rules (such as membership requirements) | ✓ | ✗ | ✓ | ✓ |
| Edit landing pages and emails | ✓ | ✗ | ✓ | ✓ |
| Create a store and update its inventory | ✓ | ✗ | ✓ | ✓ |
| Add survey questions | ✓ | ✗ | ✓ | ✓ |
| Manage the waitlist | ✓ | ✗ | ✓ | ✓ |
| View registrations and metrics | ✓ | ✓ | ✓ | ✓ |
| Download registration reports and custom reports | ✓ | ✓ | ✓ | ✓ |
If a colleague can’t see a menu you can, check their role before anything else: a controller has no registrations, an administrator has no Financials, and a process-specific admin sees agreements but can’t add or change them.