The four admin roles — owner, financial controller, administrator and process-specific admin — and what each one can see and do.
- 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.
- 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 anyone listed at group level controls every account in it. 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 and merchant account applications. No registrations, and no event or club details.
- Administrator — runs the day-to-day: registrations, events, clubs, memberships, waivers, landing pages, emails and refunds. No financials.
- Process-specific admin — one event or club dashboard: registrations, landing pages, survey questions and reports. No other dashboards, no financials, no agreements or waivers, and no cloned copies of the 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 agreements and waivers | ✓ | ✗ | ✓ | ✗ |
| 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, and an administrator has no Financials.