Skip to main content
The Finance role is for the people who pay your Linkrunner invoices, such as an accountant or finance manager. They can manage billing for a project, and they cannot see your campaigns, attribution data, users or settings.

​
What a finance member can do

A finance member sees one page in the dashboard: Usage & Billing. On it, they can:
  • View install usage for the project
  • View and download invoices
  • Pay invoices, by bank transfer or payment link
  • Add or update the billing details, such as company name, address and GSTIN
  • Use the Linkrunner Wallet, if your account has it enabled
They also receive every billing email, along with your admins:
  • A new invoice is ready
  • Payment reminders and overdue notices
  • Payment received, with the receipt
  • A wallet recharge is approved
  • Account access is restricted or restored
  • Requests for GST details

​
What a finance member cannot see

Every other page is hidden, including campaigns, attribution, users, events, integrations, members and project settings. If a finance member opens a link to one of these pages, the dashboard sends them back to Usage & Billing. The page tells them they have the Finance role and that a project admin can change their access. The Usage and Billing page as a finance member sees it: only Usage and Billing in the sidebar, and a notice saying they have the Finance role

​
Add a finance member

Only project admins can add a finance member or change someone’s role to Finance.
1

Open Members

Go to Settings → Members and click Invite.
2

Enter their email and choose Finance

Enter one or more email addresses, set Role to Finance, and click Add.The Invite Members dialog with the Finance role selected
3

They sign in

They get an email invitation. When they sign in, they land on Usage & Billing.
To change an existing member to Finance, or back, pick the new role in the Role column on the same page.

​
Good to know

  • Access is per project. Add the finance member to each project they should manage billing for.
  • Invoices cover the whole billing account. If several projects share one billing account, a finance member on any of those projects receives the billing emails for the account.
  • To remove access, delete the member from Settings → Members.
Need help? Contact support@linkrunner.io