Verified workflow guide: Explains the financial secretary role and the internal finance workflows associated with it.
1. Overview & Purpose
BursaPay includes a dedicated financial_secretary role and finance workflows for withdrawal review, reconciliation and internal financial oversight.
2. What You Need
A Financial Secretary account must be created/authorized through the approved admin workflow.
3. Step-by-Step Workflow
- Sign in with the financial_secretary role.
- Open the finance dashboard.
- Review pending withdrawal/reconciliation work.
- Use only the permissions provided to the role.
4. Rules, Boundaries & Troubleshooting
Finance access is privileged. Avoid using another user's credentials or sharing payout information outside authorized channels.
5. Verification & Next Steps
Use the finance dashboard as the operational entry point and preserve the audit trail for every action.