The Reference Docs Developer Hub

Welcome to the Reference Docs developer hub. You'll find comprehensive guides and documentation to help you start working with Reference Docs as quickly as possible, as well as support if you get stuck. Let's jump right in!

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User Management

Every user in your organization can have a Recurly account appropriate to their role. Adding, modifying, or removing users is a simple process in the Recurly admin console.

Roles and Permissions

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.

Customers

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.

Reports

User has access to view and export all data under Reports and Analytics

Configuration and Integrations

User has access to to view and edit Company Settings, Email Templates, Site Settings, Payment Gateway, Hosted Payments Pages, Coupons, Dunning Management, Mailchimp Integration and Salesforce integration.

Developers

User has access to view and edit Webhooks, API, Recurly and Transparent Post Credentials.

Admin

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 next to a user's account to revoke their Recurly site access. Revocation occurs immediately.

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 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.

User Management

Every user in your organization can have a Recurly account appropriate to their role. Adding, modifying, or removing users is a simple process in the Recurly admin console.