In the wawa platform we have role-based permission controls for finance-related actions. This means you can assign specific finance roles to your team members based on what they need access to — helping improve data security, clarity, and control.
1. Which Users Can Complete Finance Actions?
Take a look at the Role Permissions Matrix below to understand which finance actions each role allows a user to complete.
Role Permissions Matrix
You can assign the following finance roles:
Regular User
Can view invoices and transactions (account-scoped), but no access to modify or manage finance settings or records
Finance
Can view, create, update, and cancel invoices
Cannot manage finance settings, transfer credits, or change payment configurations
Finance Admin
Includes all Finance permissions, plus:
Can transfer credits, manage payment terms, tax rates, consents, and subscriptions, as well as edit payment methods
Admin
Full access to all finance-related settings and configurations, including: Finance settings, credit notes, subscriptions, and more
This allows your clinic to assign the correct level of access to the correct team members; improving audit readiness, reducing errors, and streamlining operations. T
To enable or update finance roles, go to your admin settings, or reach out to us on Intercom.
2. How to Set This Up
Setting finance access roles is very simple, and can be done by any admin.
Navigate to settings → Care team
Select the care team member who needs specific finance access
Scroll to the bottom of the page, and select the appropriate roles
Click save, and you are good to go