Controls
Access and permissions
Finance access should be broad enough to operate, but not broad enough to turn premium-card strategy and sensitive connector controls into office wallpaper.
Current ruleRewards restricted
Initial finance access
Landon · Owner
Full finance and strategy access.
Adam · Executive
Full finance visibility and rewards access.
Mel · Finance admin
Full operational finance visibility, no rewards strategy by default.
Restricted visibility
Rewards and premium-card strategy
Visible to Landon + Adam only.
Owner-level optimization logic
Keep redemption strategy and benefit-routing out of broad staff visibility.
Connector secrets and future banking credentials
Admin-level access only once auth is wired.
Implementation direction
Role: owner
Everything, including rewards, connector settings, and strategy layers.
Role: executive
Broad dashboard visibility, rewards only if explicitly granted.
Role: finance_admin
Full finance operations, but rewards strategy hidden by default.
Policy now
Landon + Adam see rewards. Landon + Adam + Mel see the core finance dashboard.