Setting Up Finance Managers and Editors
The Finance Product Approval system uses two roles:
- Finance Editor — Can view, create, and edit finance product drafts. Must submit changes for approval before they go live.
- Finance Manager — Can do everything an editor can, plus approve, reject, or request changes on submitted drafts.
Who Can Be Assigned Each Role
| Role | Available To |
|---|---|
| Finance Editor | Owner, Manager, Support |
| Finance Manager | Owner, Manager |
Support-level users can be editors but cannot be assigned as Finance Managers.
Assigning Roles
Finance role is its own control on the Security tab — a member is a Finance Editor, a Finance Manager, or neither (not both). It sits apart from the Services list.
- Go to Team in the Dashboard sidebar
- Click on the user, then open their Security tab
- Under Finance role, choose Finance Editor, Finance Manager, or None
- Picking a role reveals Market access — leave it on All markets, or scope the person to specific markets (see below)
- Save changes
The two roles:
- Finance Editor — "Can create drafts and propose changes to live products. Publishing requires manager approval."
- Finance Manager — "Can approve or reject finance product changes submitted by editors."
Market Access
By default a Finance Editor or Manager covers all markets. You can scope someone to just the markets they're responsible for.
For one person — from their Security tab:
- Choose their Finance role (above)
- In Market access, switch from All markets to Specific markets
- Tick the markets they manage (leave it on All markets for full coverage)
- Save changes
A scoped member only sees and edits finance products in their markets (plus any all-market products), and new products they create start in one of their markets.
For your whole team at once — the Market access matrix (owners):
On Finance Products, open Settings (the gear) → Market access. This is a grid of your finance team against every market, so you can assign coverage in one place. It flags any market with no Finance Manager — i.e. no one who can approve that market's drafts.
Every market needs at least one Finance Manager, for the same reason the showroom does: without one, that market's drafts can't be reviewed.
Notes
- A user with Finance Manager can also perform editor actions (propose changes, save drafts). You do not need to assign both roles to the same user.
- The Finance role control (and Market access) only appears in the Security tab when Require Approval for Finance Changes is enabled in Settings → General Settings → Finance Products.
- If you assign a Finance Editor but no Finance Manager exists, you'll see an inline warning: "No Finance Manager is assigned. This user's submissions won't be reviewable until a manager is set up."
- If you assign a Finance Manager but no Finance Editors exist, you'll see an inline notice: "No Finance Editors are assigned yet. Without editors, no one will submit changes for review."
- Owners and Managers who do not have the Finance Manager role will behave as editors — they can propose and submit changes but cannot approve them.
Recommendations
- Assign Finance Manager to 1–2 senior team members who should review pricing changes
- Assign Finance Editor to support staff who need to propose finance product updates
- Consider having at least 2 managers to avoid bottlenecks when one is unavailable
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