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docs: correct finance role permissions - #713
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anhtho-lago
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October 17, 2026 05:33
sarkissianraffi
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Oct 17, 2026
sarkissianraffi
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No blockers.
What held up (checked against lago-api config/permissions.yml on main)
- Finance has
customers: update, full invoice actions (create, update, void, send, export), credit note actions,billing_entitiescreate/update/delete, anddunning_campaignscreate/update/delete. All claimed abilities exist. - Finance has only
viewonplans,subscriptionsandcoupons, and nobillable_metricscreate or update. The stated boundaries are correct. - Old text called the role "view-only". That was wrong, so this fixes a real mismatch.
Non-blocking
- The list is not exhaustive. Finance also has
paymentscreate,organizationupdate andinvoice_custom_sectionscreate/update/delete. Adding "and payments" would avoid underselling the role. The link to the full list covers it, so this is optional. - The last sentence ("Assign a role with the relevant permissions") reads a little vague. "Use Manager or a custom role for those actions" would be clearer. Check that Manager does hold them before using that wording.
- I verified content only, not
mint validate.
Merge order: independent of the other open PRs. Safe to merge.
Generated by Claude Code
sarkissianraffi
approved these changes
Oct 17, 2026
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Context
The public RBAC guide describes the predefined Finance & analyst role as "view-only." That no longer matches the current permissions: Finance can update customers and manage invoices, credit notes, billing entities, and dunning campaigns. The inaccurate description can mislead teams evaluating a finance-led Lago workflow.
Description
guide/security/rbac.mdx.Validation
pnpm exec mint validatepassed locally.git diff --checkpassed.validateandMintlify Deploymentchecks passed.This is a one-page accuracy correction. It does not change role permissions or claim that Finance can run every billing setup step.