Train Your Team

If you're new to Recurly, this tutorial is critical to introducing your team to the use of Recurly.

Adding Your Users

As a first step, please add your users. Each user should be given their own unique access to control access and to properly identify user actions in the Recurly Activity Log.


Customer Service Training

The below videos serve as a quick trainings to introduce your customer service staff to all of the core features they'll use inside of Recurly.

Creating & Modifying Accounts


Adding & Modifying Subscriptions

Reviewing Declined Transactions

Past Due Accounts

Processing Refunds