ACT-ACC-001 | Books Administrator | A controller or administrator responsible for establishing and maintaining the customer’s accounting configuration. | Prepare complete accounting setup., Maintain configuration without stranding dependencies. | Maintain units, financial destinations, calendars, shared definitions, transitional tax setup and document content., Select workspace accounting policy. | Administrator-tier create, update and delete keys for the listed accounting configuration resources: business-units, gl-accounts, bank-accounts, merchant-accounts, departments, accounting-projects, payment-terms, payment-methods, tax-classes, tax-zones, exchange-rates, fiscal-years, document-templates and settings. | console, api |
ACT-ACC-002 | Finance Reviewer | A staff reviewer, treasurer or auditor authorized to inspect Accounting configuration without changing it. | Understand the configured books., Review information safely. | Inspect configuration, preview content and read authorized schedule history. | accounting.application.accessRead Only tier of each accounting resource read key. | console, api |
ACT-ACC-003 | Transaction Staff | A staff member who encounters configured choices while entering invoices and receipts. | Use the intended accounting context., Choose suitable transaction configuration. | Use saved configuration through financial workflows. | Transaction user permissions such as accounting.invoices.create and accounting.payments.create, together with configuration read permissions. | console |
ACT-ACC-004 | Financial Service Consumer | Commerce or an Accounting module consuming shared configuration for pricing, posting, reconciliation or rendering. | Resolve financial configuration consistently. | Read applicable rates, posting destinations, content and periods through service and database interfaces. | Platform service principals described by D-07 and local calls from other Accounting modules. | api, job |
ACT-ACC-005 | Workspace and Schedule Operator | Platform lifecycle jobs and Accounting scheduling workers processing workspace operations. | Complete Accounting’s customer-data lifecycle contribution., Process due recurring work. | Provision and verify initial data, inventory and export customer datasets, purge owned data and dispatch scheduled occurrences. | System execution through lifecycle and scheduling workers without a person’s resource permission key. | job |
ACT-ACC-006 | Accounting Administrator | A finance administrator responsible for the product catalogue and its accounting configuration. | Maintain products that staff can use in sales., Keep account assignments aligned with finance requirements. | Administer product creation, changes, lifecycle and removal., Maintain or remove product accounting configuration. | accounting.products.createaccounting.products.updateaccounting.products.deleteaccounting.product-accounting.updateaccounting.product-accounting.delete | console, api |
ACT-ACC-007 | Accounting Reader | A staff reader with access to product information and accounting configuration. | Understand a product’s prices and accounting treatment. | Inspect product kinds, products, accounting setups and setup gaps. | accounting.products.readaccounting.product-accounting.readaccounting.tax-classes.read | console, api |
ACT-ACC-008 | Product Accounting Specialist | A finance specialist whose access to accounting configuration is granted separately from access to product editing. | Maintain revenue treatment without changing product prices. | Maintain individual accounting setups and submit bulk setup changes., Find products lacking accounting configuration. | accounting.product-accounting.readaccounting.product-accounting.updateaccounting.product-accounting.delete | console, api |
ACT-ACC-009 | Tax Administrator | A tax administrator responsible for the existing product-kind tax defaults. | Maintain suitable default tax assignments. | Maintain and remove product-kind tax defaults. | accounting.tax-classes.readaccounting.tax-classes.updateaccounting.tax-classes.delete | console, api |
ACT-ACC-010 | Domain Application | A Rhythm application responsible for products belonging to its own product kinds. | Save a domain record and its shared product within one transaction. | Save, replace and retire products belonging to the application. | service principal svc_<service>database role rhythm_accounting_product_writer | api, job |
ACT-ACC-011 | Accounting System | Rhythm processes that consume the catalogue for pricing, invoicing, posting and workspace maintenance. | Use product configuration consistently when processing sales. | Read product information, prices, accounting configuration and tax assignments. | system callerrhythm_table_reader | job |
ACT-ACC-012 | Accounting Staff User | A staff member who raises invoices and records payments and meets configuration through pickers and defaults. | Work in the right business unit, Choose the right terms, methods and accounts on transactions | Use configuration on transactions without changing it | user tier of the transaction keys (for example accounting.invoices.create, accounting.payments.create) with the configuration read keys | console |
ACT-ACC-013 | Rhythm Services | Commerce and the other Accounting modules, which read configuration to price, post, reconcile and render. | Resolve rates, accounts, templates and periods the same way every time | Read exchange rates, default accounts, templates and fiscal periods through service functions and the database | Platform-issued service principals (D-07); in-process calls of other Accounting modules | api, job |
ACT-ACC-014 | Rhythm Platform Operations | Platform’s provisioning, deletion and export jobs and Accounting’s own scheduler acting on a workspace. | Create, serve, export and erase a workspace’s Accounting data completely, Run scheduled work on time | Provision, verify, inventory, export and purge Accounting data; dispatch and run scheduled work | system execution (the tenant lifecycle function and the schedule dispatcher and consumer); no user permission key | job |
ACT-ACC-015 | Month-End Closer | A controller or finance lead responsible for confirming monthly completion and requesting an eligible correction to a closed period. | Complete closing after reviewing the books and payment reconciliation., Make corrections while retaining evidence of the earlier close. | Review readiness, submit close and reopen requests, and recover interrupted runs. | accounting.fiscal-periods.readaccounting.fiscal-periods.closeaccounting.fiscal-periods.reopen | console, api |
ACT-ACC-016 | Accounting Close Job | System execution that carries out saved close and reopen requests through durable workflow steps. | Complete protected period changes while retaining committed work and execution evidence. | Take the period, evaluate required conditions, invoke close-owned revenue processing, finalize its state and request future-year generation. | fiscal_period_close and fiscal_period_reopen system execution with the system caller’s grants. | job |
ACT-ACC-017 | Reconciliation Preparer | A finance colleague who assembles the deposit explanation and supplies its supporting records. | Prepare a clear explanation for each processor deposit., Keep matching work ready for independent review. | Record and maintain payouts., Assemble reconciliation drafts and supporting material., Work through reconciliation problems. | policy:accounting:reconciliation-prepareraccounting.payouts.createaccounting.payouts.updateaccounting.payouts.deleteaccounting.payouts.verifyaccounting.reconciliation-batches.createaccounting.reconciliation-batches.updateaccounting.reconciliation-batches.deleteaccounting.reconciliation-exceptions.update | console, api |
ACT-ACC-018 | Reconciliation Approver | A finance reviewer who authorizes the prepared explanation and reviews later corrections. | Authorize explanations that balance exactly., Repair approved work through a recorded correction. | Approve and reverse reconciliations., Resolve settlement items through splitting or write-off., Review policy acceptance of reconciliation problems. | policy:accounting:reconciliation-approveraccounting.reconciliation-batches.finalizeaccounting.reconciliation-batches.reverseaccounting.settlement-items.resolveaccounting.reconciliation-exceptions.accept | console, api |
ACT-ACC-019 | Controller | A finance lead responsible for monthly review and the division of preparation and approval. | Finish period review with financial differences explained., Maintain independent preparation and approval responsibilities. | Review reconciliation readiness and address its blockers., Arrange preparation and approval responsibilities through role administration., Use the fiscal close workflow to close or reopen a period. | accounting.fiscal-periods.closeaccounting.reconciliation-batches.readaccounting.reconciliation (responsibility) | console, api |
ACT-ACC-020 | Refund Approver | A finance reviewer authorized to approve refunds initiated by another person. | Provide independent authorization before required repayments. | Approve eligible refunds requested by a different person. | accounting.refunds.approve | console, api |
ACT-ACC-021 | Commerce | The ordering application that requests billing, collection and cancellation through Accounting interfaces. | Coordinate an order’s charges, receipts and cancellation. | Request invoices, collection, settlement and billing reversal, and read supported terms and tax results. | svc_commerceaccounting_billing_serviceaccounting_tender_serviceaccounting_reversals_serviceaccounting_tax_service | api |
ACT-ACC-022 | Payment Processor | An external card or bank processor that moves funds and reports outcomes through the integration interfaces. | Report the disposition of processor transactions. | Send clearing, return, refund and dispute outcomes. | svc_platformaccounting_integration_events_servicethe public Stripe webhook | api |
ACT-ACC-023 | Rhythm Staff | A Rhythm operator with access to restricted operational payment actions. | Complete eligible settlement work when external reporting is unavailable. | Mark an electronic-check receipt as settled. | accounting.payments.settle | api |
ACT-ACC-024 | Accounting Scheduler | The scheduled Accounting processes that revisit interrupted money movements and build historical receivables reports. | Resolve interrupted financial work where recovery is available., Produce month-end aging snapshots. | Revisit processing intents, refunds and voids., Plan, execute and publish aging snapshots. | accounting_payment_intent_sweeperaccounting_snapshot_planneraccounting_snapshot_dispatcher | job |