User Management

Every user in your organization can have a Recurly account configured with the desired level of access permissions. Adding, modifying, or removing users is a simple process in the Recurly admin console.

Single Sign-On Settings

Single Sign-On (SSO/2FA) settings are available for Recurly merchants on Pro or Elite plans. SSO was previously accessible via the User’s page, and is now its own page, accessible via the left-hand navigation panel.


Recurly segments the admin console into different areas of access for maximum user control. You can assign a user to one or more of the below sets of permissions for the appropriate site access. Users will not be able to see or access navigation menu items or pages they do not have access to.

Recurly User Permissions


There are two options for providing access to this section of the application:

  • Can Edit
    User has access to view and edit accounts, subscriptions, invoices and transactions. User can view plans, but not create or edit. This is the same is the previous “Customer Service” role.
  • Read Only
    User has access to view accounts, invoices, transactions and subscription plans but cannot edit, delete or add to any of the above. Can only add account notes. Cannot access the links for hosted account management or billing information updates. User can view plans, but not create or edit.


User has access to view and export all data under Analytics navigation section


User has access to to view and edit Company Settings, Email Templates, Site Settings, Payment Gateway, Hosted Payments Pages, Coupons, Dunning Management, and Analytics Settings. User can create, edit and view plans.


User has access to view and edit Webhooks, API keys, and Recurly Integrations to QuickBooks, Xero, and Mailchimp.


User can manage their company’s billing information, account settings and user accounts.

Adding Users

Inside your Users control panel, click Invite User to access the invitation page. Enter in a user's email address and select their permissions. Your user will be sent an email to log in and configure their name and password.

Editing Permissions

Click Edit next to a user's account to modify their permission level. Permission changes will take effect immediately.

Removing Users

Click Remove on user's account page to revoke their Recurly site access. Revocation occurs immediately.

Search for Users

On the main Users page, you can now leverage a search box to easily find a specific site user.

Filter Users list by Permissions

On the main Users page, you can now leverage the Permissions filter to narrow your User list down by access levels.

Your User Account

In the top right of your Recurly site, click on your name to enter your user account. From here you can modify your password, name, email address or timezone. You can also update your email preferences for official Recurly email notifications.

Accessing Multiple Recurly Sites

You can create multiple Recurly sites for production and testing. Go to to set up the new test site. You will need to use an alternate email address to sign up, but can add your existing Recurly email address as a user so the test site will appear in a drop down, enabling easy site switches.