The finance features in Rock have been secured to only give access to those who need it. The following security roles have been created with the permissions below.

Finance Security Roles

RSR - Finance Worker: The finance user role is allowed to view and edit basic finance information like batches and transactions. They are not allowed to make modifications to the configuration of the finance features. For instance, they can't add a new account or edit an existing account. Similarly, this role can view businesses but cannot add new businesses or edit existing ones. This role does not have access to any benevolence features.

RSR - Finance Administration: The finance administrator role is allowed to view and edit all finance information including configuration information like accounts.

Areas That Are Secured

The following areas of Rock have been secured to limit access to financial information. Only those in the finance roles will have access to the following:

• Finance Admin Pages: All the pages under Finance on the main navigation.
• Person Details Contribution Tab: The Contributions tab on the Person Profile page.
• Rock Check Scanner: Log-in to use this application.
• Data View Filters: Write data views that report on financial information. (Once the data views are created however, anyone who has permission to view the data view can run them. Be sure to secure the data views you create.)
• Reports: Creating reports. (Once the reports are created though, they can be run by anyone with view access to the report.)

Additional Security Actions

The following can be secured separately from the permissions provided to Finance Workers and Administrators:

• Financial Batch Entity: Only those with security permission will be able to reopen or delete a batch.
• Financial Transaction Entity: Only those with security permission will be able to initiate a refund.
• Filter by Person on Transaction List Block: Only those with security permission will be able to filter transactions on the Transaction List block by person.