Recurly Recover controls who can see and change what through roles built from permission categories. An Admin user creates roles, assigns them to invited users, and each user gets access only to the pages their role grants. This page covers how admin access is provisioned, the four permission categories a role can combine, and who can manage roles.

Available as a standalone product — Recurly Subscriptions is not required

1How admin access is provisioned 2Permission categories 3FAQs

Note This page describes Recover's current (stop-gap) roles and permissions model. A full custom-role system is planned; until then, access is managed through the four permission categories below.

How admin access is provisioned

Your site is provisioned on a Recover plan

Recurly configures your merchant account on either the Recurly Recover Annual Monthly or Recurly Recover Monthly plan.

The Admin user logs in

Because the account is subscribed to a Recover plan, this user sees the Recover UI and navigation. Until roles are created, they see only the Admin navigation link and page.

The Admin creates roles

Using Admin → Roles, the Admin user builds one or more roles from the permission categories below.

The Admin invites users and assigns roles

Each invited user is assigned one of the roles created in the previous step.

Users get access based on their role

New users can reach only the pages granted by the permission categories on their assigned role. Every user — regardless of role — has access to the Recover dashboard.

Permission categories

A role can combine any number of these four categories:

Category	Grants access to
Analytics & Insights	Recovered revenue Payment processing Retry & recovery Campaign performance Invoices Transactions
Configuration	Payment gateway settings — view and edit Retention (retry window) settings — view and edit
Integrations	API credentials — view and edit Webhooks — view and edit
Admin	Users Roles

Tip Mix categories to fit the job. A finance teammate's role might combine Analytics & Insights with Configuration, while a developer's role might combine Integrations with Analytics & Insights.

FAQs

Who can create and assign roles in Recurly Recover?

Only a user with the Admin permission category can create roles and invite or assign users. Every user granted access — regardless of role — automatically has access to the Recover dashboard.