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docs: correct finance role permissions - #713

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sarkissianraffi merged 1 commit into
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codex/finance-role-permissions
Oct 17, 2026
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sarkissianraffi merged 1 commit into
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codex/finance-role-permissions

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@anhtho-lago

@anhtho-lago anhtho-lago commented 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

  • Correct only the Finance & analyst paragraph in guide/security/rbac.mdx.
  • State the operational permissions that exist today and the boundaries that remain: Finance cannot create or edit metrics or plans, or create or update subscriptions.
  • Source of truth: current predefined permissions and customer update change.

Validation

  • pnpm exec mint validate passed locally.
  • git diff --check passed.
  • GitHub validate and Mintlify Deployment checks passed.
  • Hosted preview and its Markdown fallback both returned HTTP 200 and contain the corrected wording.

This is a one-page accuracy correction. It does not change role permissions or claim that Finance can run every billing setup step.

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mintlify Bot commented Oct 17, 2026 •

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@sarkissianraffi sarkissianraffi left a comment

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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_entities create/update/delete, and dunning_campaigns create/update/delete. All claimed abilities exist.
  • Finance has only view on plans, subscriptions and coupons, and no billable_metrics create 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 payments create, organization update and invoice_custom_sections create/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.


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@sarkissianraffi
sarkissianraffi merged commit 0e47afb into main Oct 17, 2026
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@sarkissianraffi
sarkissianraffi deleted the codex/finance-role-permissions branch October 17, 2026 06:04

This branch was successfully deployed

1 active deployment
staging — dddd7e61 Deployed Oct 17, 2026 by mintlify[bot]
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2 participants