Recurly segments the admin console into different areas of access for maximum user control. You can assign a user to one or more role 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.
We re-aligned our user permissions to better fit the way merchants use Recurly. The following changes were made:
The ability to set up Integrations (QuickBooks, Xero, Salesforce, etc.) was removed from "Configurations & Integrations." This role was re-named "Configuration" and has access to all Configuration settings.
The "Developers" role was re-named "Integrations." The previous permissions for API Keys and Webhooks are available to the Integrations role, as are the setup of all Recurly Integrations. Previous Developers users were given access to "Integrations" by default.
These changes were released on October 12, 2017.
There are two options for providing access to this section of the application:
- Can Edit
User has access to view and edit accounts, invoices and transactions. User can view (but not edit) subscription plans. 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 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 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.
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.
Click Edit next to a user's account to modify their permission level. Permission changes will take effect immediately.
Click Remove next to a user's account to revoke their Recurly site access. Revocation occurs immediately.
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.
You can create multiple Recurly sites for production and testing. Go to https://app.recurly.com/signup 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.