We’ve expanded our authorization system with a brand-new Finance role. This role is designed for team members who handle billing, invoicing, or subscription management but don’t need access to other areas of your Refiner account.
Users with the Finance role can:
- View and update billing information
- Access invoices and payment history
- Manage subscription plans
They cannot access survey data, user segments, or other sensitive application areas — keeping your account both secure and organized.
This update makes it easier to delegate financial responsibilities while maintaining full control over who can see what inside your workspace.