Overview

This feature is part of our product, Recurly Revenue Recognition Standalone. [Learn more here].

Required plan

The Standalone Revenue Recognition module is available to merchants who need a Revenue tool to automate their ASC 606 / IFRS 15 accounting but do not, at this time, need the Recurly billing platform.

Cost

Please reach out to [email protected] for more pricing detail

Prerequisites

• A valid Recurly account with appropriate permissions.
• A basic understanding of Recurly Revenue Recognition processes.

User management

Recurly App and Revenue Recognition work together to manage user roles within Recurly Revenue Recognition Standalone. In the Recurly App, you can invite users and assign them a role. Once they accept the invitation, you can further define their permissions in the Revenue Recognition App.

Recurly App user management

In the Recurly App, there are two key roles: Revenue Recognition and User Admin. The Revenue Recognition role is read-only, allowing users to view data and download reports within the Recurly Revenue Recognition Standalone, without making changes. The User Admin role provides full access, including managing users, adjusting settings, and overseeing workflows.

Adding a new user

To invite a new user:

1. Go to the Users menu on the left.

2. In the upper right, click on User Actions and select Invite User.
3. Enter the email address of the new user and assign either the Revenue Recognition (read-only) or User Admin role. Then, click Send Invite.

4. The user will receive an email invitation. They need to accept the invite and create their account.

Once the user accepts the invitation, they will access the system via the Recurly App. You can later modify their roles within the Recurly Revenue Recognition Access Management Users menu.

Recurly Revenue Recognition App user management

A user assigned the read-only role in the Recurly App will have read-only access to all features in Recurly Revenue Recognition Standalone. Users with admin access can both view and modify all aspects of the Recurly Revenue Recognition App. You can further customize access by creating additional roles to control access to specific elements, based on the user's responsibilities.

Creating a role in the Recurly Revenue Recognition App

1. Open the Recurly Revenue Recognition App.
2. Navigate to Access Management and select Roles.
3. Click the "+" button to create a new role.
4. Enter a name for the role.
5. Set the permissions by selecting “Full Access”, “Read-Only Access”, or “No Access” for each feature of Recurly Revenue Recognition Standalone.
6. Click Save to finalize the role configuration.

Modifying user roles in the App

1. Go to Access Management → User, and select the user whose role needs to be updated.
2. Click Add Role and choose the appropriate role.
3. Mark the previously assigned role as "inactive".
4. Set the start date for the new role.
5. Click Save to update the user’s role.

By using Recurly Revenue Recognition Standalone’s user management features, you can efficiently manage user roles, streamline workflows, and control access to ensure optimal use of the platform.

Deactivating a ser

1. In Access Management → User, select the user to deactivate.
2. Change the assigned role status to "inactive".
3. Click Save.

Removing a user’s access

To remove a user’s access in the Recurly subdomain:

1. Go to Admin → Users.
2. Select the user to be removed.
3. On the right side, click on 'Remove User'.
4. Confirm the removal.