Manage teammates

Invite a team member to use the app and configure permissions for access control.

Navigate to Settings > Users to add/delete and modify users of your Rebilly account.

Invite a team member

Add new users. An email will be sent to the new teammate to set-up their app credentials. You can check the status of the invitation in the User Management grid.

Click the “Add User” button and fill out the form.

invite team members gif

Note: Invite new users from the Live Environment of the application.

Set user permissions

Select the role(s) for the user. There are several reasons to restrict access, and they will depend on the role your teammate is filling. For example:

  • Administrator has full access and can invite new users.
  • Customer service agent can access the "segments" with data such as customers, transactions and invoices.
  • Reports analyst can access the pages inside of “Reports” in the left navigation.
  • Settings manager can access the pages inside of “Settings” in the left navigation.
  • KYC agent can review, download, and approve or reject KYC documents and access tags and custom fields.

Set permissions to limit what sections of the app they can access, helping them focus on their task and keep your data secure.

Assign roles

Roles are used to save a subset of permissions required for a user performing that role. If permissions are added or removed from a role, the permissions list for all users with that role will be updated.

Roles may have any number of junior roles associated. The role will have all of the permissions assigned to the junior position and the permissions assigned to the role itself.

IP restrictions

Restrict user access by IP address. If an IP restriction is applied, the user may only access the app from the IP addresses listed.

Roles may also have IP restrictions. The role will follow any IP restrictions assigned to any junior positions associated with the role and to the IP restrictions assigned to the role itself.

API operations for custom permissions

Enter the API operations to grant users or roles access to specific features or functions. To revoke a permission, remove the operation from the list.

Files

  • GetAttachmentCollection - Retrieve a list of Attachments
  • PostAttachment - Create an Attachment
  • GetAttachment - Retrieve an Attachment
  • PutAttachment - Update the Attachment with predefined ID
  • DeleteAttachment - Delete an Attachment
  • GetFileCollection - Retrieve a list of files
  • PostFile - Create a file
  • GetFile - Retrieve a File Record
  • PutFile - Update the File with predefined ID
  • DeleteFile - Delete a File
  • GetFileDownload - Download a file
  • GetFileDownloadExtension - Download image in specific format

Customer Authentication

  • GetAuthenticationOption - Read current authentication options
  • PutAuthenticationOption - Change authentication options
  • GetAuthenticationTokenCollection - Retrieve a list of auth tokens
  • PostAuthenticationToken - Login
  • GetAuthenticationTokenVerification - Verify
  • DeleteAuthenticationToken - Logout a customer
  • PostAuthenticationTokenExchange - Exchange
  • GetCredentialCollection - Retrieve a list of credentials
  • PostCredential - Create a credential
  • GetCredential - Retrieve a credential
  • PutCredential - Create or update a credential with predefined ID
  • DeleteCredential - Delete a credential
  • GetPasswordTokenCollection - Retrieve a list of tokens
  • PostPasswordToken - Create a Reset Password Token
  • GetPasswordToken - Retrieve a Reset Password Token
  • DeletePasswordToken - Delete a Reset Password Token

Blocklists

  • GetBlocklistCollection - Retrieve a list of blocklists
  • PostBlocklist - Create a blocklist
  • GetBlocklist - Retrieve a blocklist
  • PutBlocklist - Create a blocklist with predefined ID
  • DeleteBlocklist - Delete a blocklist

Coupons

  • GetCouponRedemptionCollection - Retrieve a list of coupon redemptions
  • PostCouponRedemption - Redeem a coupon
  • GetCouponRedemption - Retrieve a coupon redemption with specified identifier string
  • PostCouponRedemptionCancellation - Cancel a coupon redemption
  • GetCouponCollection - Retrieve a list of coupons
  • PostCoupon - Create a coupon
  • GetCoupon - Retrieve a coupon
  • PutCoupon - Create or update a coupon with predefined coupon ID
  • PostCouponExpiration - Set a coupon's expiration time

Custom Fields

  • GetCustomFieldCollection - Retrieve Custom Fields
  • GetCustomField - Retrieve a Custom Field
  • PutCustomField - Create or alter a Custom Field

Customers

  • GetCustomerCollection - Retrieve a list of customers
  • PostCustomer - Create a customer (without an ID)
  • GetCustomer - Retrieve a customer
  • PutCustomer - Upsert a customer with predefined ID
  • DeleteCustomer - Merge and delete a customer
  • GetCustomerLeadSource - Retrieve a customer's Lead Source
  • PutCustomerLeadSource - Create a Lead Source for a customer
  • DeleteCustomerLeadSource - Delete a Lead Source for a customer
  • GetCustomerSummaryMetricReport - Retrieve customer lifetime summary metrics

Customers Timeline

  • GetCustomerTimelineCustomEventTypeCollection - Retrieve a list of customer timeline custom event types
  • PostCustomerTimelineCustomEventType - Create Customer Timeline custom event type
  • GetCustomerTimelineCustomEventType - Retrieve customer timeline custom event type with specified identifier string
  • GetCustomerTimelineEventCollection - Retrieve a list of customer timeline messages for all customers
  • GetCustomerTimelineCollection - Retrieve a list of customer timeline messages
  • PostCustomerTimeline - Create a customer Timeline comment or custom defined event
  • GetCustomerTimeline - Retrieve a customer Timeline message
  • DeleteCustomerTimeline - Delete a Customer Timeline message

Invoices

  • GetCustomerUpcomingInvoiceCollection - Retrieve customer's upcoming invoices
  • GetInvoiceCollection - Retrieve a list of invoices
  • PostInvoice - Create an invoice
  • GetInvoice - Retrieve an invoice
  • PutInvoice - Create or update an invoice with predefined ID
  • PostInvoiceAbandonment - Abandon an invoice
  • PostInvoiceIssuance - Issue an invoice
  • GetInvoiceItemCollection - Retrieve invoice items
  • PostInvoiceItem - Create an invoice item
  • GetInvoiceItem - Get an invoice item
  • PutInvoiceItem - Update an invoice item
  • DeleteInvoiceItem - Delete an invoice item
  • PostInvoiceRecalculation - Recalculate an invoice
  • PostInvoiceReissuance - Reissue an invoice
  • GetInvoiceTimelineCollection - Retrieve a list of invoice timeline messages
  • PostInvoiceTimeline - Create an invoice Timeline comment
  • GetInvoiceTimeline - Retrieve an Invoice Timeline message
  • DeleteInvoiceTimeline - Delete an Invoice Timeline message
  • GetInvoiceTransactionAllocationCollection - Get transaction amounts allocated to an invoice
  • PostInvoiceVoid - Void an invoice

Disputes

  • GetDisputeCollection - Retrieve a list of disputes
  • PostDispute - Create a dispute
  • GetDispute - Retrieve a dispute
  • PutDispute - Create or update a Dispute with predefined ID

KYC Documents

  • GetKycDocumentCollection - Retrieve a list of KYC documents
  • PostKycDocument - Create a KYC Document
  • GetKycDocument - Retrieve a KYC Document
  • PutKycDocument - Create or update a KYC document with predefined ID
  • PostKycDocumentAcceptance - Accept a KYC document
  • PostKycDocumentMatches - Update a KYC document's documentMatches
  • PostKycDocumentRejection - Reject a KYC document
  • PostKycDocumentReview - Review a KYC document

Payment Instruments

  • GetPaymentInstrumentCollection - Retrieve a list of payment instruments
  • PostPaymentInstrument - Create a Payment Instrument
  • GetPaymentInstrument - Retrieve a Payment Instrument
  • PatchPaymentInstrument - Update a Payment Instrument's values
  • PostPaymentInstrumentDeactivation - Deactivate a payment instrument

Metadata

  • GetPaymentMethodCollection - Retrieve payment methods metadata
  • GetPaymentMethod - Retrieve a specified payment method metadata
  • GetPaymentGatewayMetadataCollection - Retrieve payment gateway metadata
  • GetPaymentGatewayMetadata - Retrieve a specified payment gateway metadata

Profile

  • PostPermissionsEmulation - Start permissions emulation
  • DeletePermissionsEmulation - Stop permissions emulation
  • PostActivation - Activate
  • GetProfile - Retrieve user's profile
  • PutProfile - Update user's profile
  • PostProfilePasswordChange - Change password
  • PostProfileTotpReset - Reset (renew) totpSecret
  • PostSignupRequest - Register and create new profile

Plans

  • GetPlanCollection - Retrieve a list of plans
  • PostPlan - Create a plan
  • GetPlan - Retrieve a plan
  • PutPlan - Create or update a Plan with predefined ID
  • DeletePlan - Delete a Plan

Products

  • GetProductCollection - Retrieve a list of products
  • PostProduct - Create a Product
  • GetProduct - Retrieve a product
  • PutProduct - Upsert a product with predefined ID
  • DeleteProduct - Delete a product

Search

  • GetSearch - Search merchant data

Shipping Zones

  • GetShippingZoneCollection - Retrieve a list of shipping zones
  • PostShippingZone - Create a Shipping Zone
  • GetShippingZone - Retrieve a shipping zone
  • PutShippingZone - Create a shipping zone with predefined ID
  • DeleteShippingZone - Delete a shipping zone

Orders

  • GetSubscriptionCancellationCollection - Retrieve a list of cancellations
  • PostSubscriptionCancellation - Cancel an order
  • GetSubscriptionCancellation - Retrieve an order сancellation
  • PutSubscriptionCancellation - Cancel an order
  • DeleteSubscriptionCancellation - Delete a cancellation
  • GetSubscriptionReactivationCollection - Retrieve a list of reactivations
  • PostSubscriptionReactivation - Reactivate an order
  • GetSubscriptionReactivation - Retrieve an order reactivation
  • GetSubscriptionCollection - Retrieve a list of orders
  • PostSubscription - Create an order
  • GetSubscription - Retrieve an order
  • PutSubscription - Upsert an order with predefined ID
  • PostSubscriptionItemsChange - Change an order's items
  • PostSubscriptionInterimInvoice - Issue an interim invoice for a subscription order
  • GetSubscriptionTimelineCollection - Retrieve a list of order timeline messages
  • PostSubscriptionTimeline - Create an order Timeline comment
  • GetSubscriptionTimeline - Retrieve an Order Timeline message
  • DeleteSubscriptionTimeline - Delete an Order Timeline message
  • GetSubscriptionUpcomingInvoiceCollection - Retrieve subscription order's upcoming invoice
  • PostUpcomingInvoiceIssuance - Issue an upcoming invoice for early pay
  • GetSubscriptionSummaryMetricReport - Retrieve subscription order summary metrics

Tags

  • GetTagCollection - Retrieve a list of tags
  • PostTag - Create a tag
  • GetTag - Retrieve a tag
  • PatchTag - Update a tag
  • DeleteTag - Delete a tag
  • PostTagCustomerCollection - Tag a list of customers
  • DeleteTagCustomerCollection - Untag a list of customers
  • PostTagCustomer - Tag a customer
  • DeleteTagCustomer - Untag a customer

Payment Tokens

  • PostToken - Create a payment token
  • GetTokenCollection - Retrieve a list of tokens
  • GetToken - Retrieve a token
  • PostDigitalWalletValidation - Validate a digital wallet session

Transactions

  • PostTransaction - Create a transaction
  • GetTransactionCollection - Retrieve a list of transactions
  • GetTransaction - Retrieve a Transaction
  • PatchTransaction - Update a transaction
  • PostPayout - Create a credit transaction
  • PostTransactionRefund - Refund a Transaction
  • GetTransactionTimelineCollection - Retrieve a list of transaction timeline messages
  • PostTransactionTimeline - Create a transaction Timeline comment
  • GetTransactionTimeline - Retrieve a transaction Timeline message
  • DeleteTransactionTimeline - Delete a Transaction Timeline message

API Keys

  • GetApiKeyCollection - Retrieve a list of api keys
  • PostApiKey - Create an api key
  • GetApiKey - Retrieve api key
  • PutApiKey - Create or update api key with predefined ID
  • DeleteApiKey - Delete api key

Billing Portals

  • GetBillingPortalCollection - Retrieve a list of billing portals
  • PostBillingPortal - Create a billing portal
  • GetBillingPortal - Retrieve a billing portal
  • PutBillingPortal - Create or update a billing portal
  • DeleteBillingPortal - Delete a billing portal

Broadcast Messages

  • GetBroadcastMessageCollection - Retrieve a list of broadcast messages
  • PostBroadcastMessage - Create a broadcast message
  • GetBroadcastMessage - Retrieve a broadcast message
  • DeleteBroadcastMessage - Delete a broadcast message
  • PatchBroadcastMessage - Update a broadcast message

Checkout Forms

  • GetCheckoutFormCollection - Browse a list of checkout forms
  • PostCheckoutForm - Create a checkout form
  • GetCheckoutForm - Retrieve a checkout form
  • PutCheckoutForm - Create or update a checkout form
  • DeleteCheckoutForm - Delete a checkout form

Email Credentials

  • PostAwsSesCredentialHash - Create an AWS SES credential
  • GetAwsSesCredentialHash - Retrieve an AWS SES credential
  • PatchAwsSesCredentialHash - Update an AWS SES credential
  • PostEmailCredentialHash - Create an email credential
  • GetEmailCredentialHash - Retrieve an email credential
  • PatchEmailCredentialHash - Update an email credential
  • PostMailgunCredentialHash - Create a mailgun credential
  • GetMailgunCredentialHash - Retrieve a mailgun credential
  • PatchMailgunCredentialHash - Update a mailgun credential
  • PostPostmarkCredentialHash - Create a Postmark credential
  • GetPostmarkCredentialHash - Retrieve a Postmark credential
  • PatchPostmarkCredentialHash - Update a Postmark credential
  • PostSendGridCredentialHash - Create a SendGrid credential
  • GetSendGridCredentialHash - Retrieve a SendGrid credential
  • PatchSendGridCredentialHash - Update a SendGrid credential

Webhook Credentials

  • GetOauth2CredentialHashCollection - Retrieve a list of OAuth2 credentials
  • PostOauth2CredentialHash - Create OAuth2 credential
  • GetOauth2CredentialHash - Retrieve an OAuth2 credential
  • PatchOauth2CredentialHash - Update an OAuth2 credential with specified token identifier string
  • GetOauth2CredentialHashItemCollection - Retrieve a list of root items available for specified credential
  • PostWebhookCredentialHash - Create a webhook credential
  • GetWebhookCredentialHash - Retrieve a webhook credential
  • PatchWebhookCredentialHash - Update a webhook credential

Plaid credentials

  • GetPlaidCredentialCollection - Retrieve a list of Plaid credentials
  • PostPlaidCredentialHash - Create a Plaid credential
  • GetPlaidCredentialHash - Retrieve a Plaid credential
  • PatchPlaidCredentialHash - Update a Plaid credential

Experian credentials

  • GetExperianCredentialHashCollection - Retrieve a list of Experian credentials
  • PostExperianCredentialHash - Create an Experian credential
  • GetExperianCredentialHash - Retrieve an Experian credential
  • PatchExperianCredentialHash - Update an Experian credential

TaxJar credentials

  • GetTaxJarCredentialHashCollection - Retrieve a list of TaxJar credentials
  • PostTaxJarCredentialHash - Create a TaxJar credential
  • GetTaxJarCredentialHash - Retrieve a TaxJar credential
  • PatchTaxJarCredentialHash - Update a TaxJar credential

Email Delivery Settings

  • VerifyEmailDeliverySettings - Verify an email delivery setting
  • GetEmailDeliverySettingCollection - Retrieve a list of email delivery settings
  • PostEmailDeliverySetting - Create an email delivery setting
  • GetEmailDeliverySetting - Retrieve an email delivery setting
  • DeleteEmailDeliverySetting - Delete an email delivery setting
  • PatchEmailDeliverySettings - Update an email delivery setting
  • ResendEmailDeliverySettingVerification - Resend verification email for an email delivery setting.

Email Messages

  • GetEmailMessageCollection - Retrieve a list of email messages
  • PostEmailMessage - Create an email message
  • GetEmailMessage - Retrieve an email message
  • DeleteEmailMessage - Delete an email message
  • PatchEmailMessage - Send an email message

Email Notifications

  • GetEmailNotificationCollection - Retrieve a list of email notification events
  • GetSendThroughAttributionCollection - Retrieve a list of email notification send through attributions

Rules

  • GetEventCollection - Retrieve a list of existing events
  • GetEvent - Retrieve the event information
  • GetEventRuleCollection - Retrieve a list of rules for event
  • PutEventRule - Update the rules for event
  • GetEventRuleHistoryCollection - Retrieve the change history of the set of rules
  • GetEventRuleHistoryVersion - Retrieve the record from the change history of the set of rules
  • GetEventRuleVersion - Retrieve the version of the set of rules
  • GetEventRuleSetDraftCollection - Retrieve the list of rules drafts
  • PostEventRuleSetDraft - Create a rules draft for event
  • GetEventRuleSetDraft - Retrieve the rules draft
  • DeleteEventRuleSetDraft - Delete the rules draft
  • PutEventRuleSetDraft - Update the rules draft for event
  • PostPreviewRuleActionEmailSending - Send a test email
  • PostPreviewRuleActionWebhookTrigger - Trigger a test webhook

Reset password

  • PostForgotPasswordRequest - Request password reset
  • GetPasswordResetToken - Read token information
  • PostPasswordReset - Finish password reset

Gateway Accounts

  • GetGatewayAccountCollection - Retrieve a list of gateway accounts
  • PostGatewayAccount - Create a Gateway Account
  • GetGatewayAccount - Retrieve a Gateway Account
  • PutGatewayAccount - Create or update a Gateway Account with predefined ID
  • PatchGatewayAccount - Update a Gateway Account with predefined ID
  • DeleteGatewayAccount - Delete a Gateway Account
  • PostGatewayAccountClosure - Close a Gateway Account
  • PostGatewayAccountDisablement - Disable a Gateway Account
  • GetGatewayAccountDowntimeScheduleCollection - Retrieve a list of gateway account downtime schedules
  • PostGatewayAccountDowntimeSchedule - Create a Gateway Account downtime schedule.
  • GetGatewayAccountDowntimeSchedule - Retrieve a Gateway Downtime schedule
  • PutGatewayAccountDowntimeSchedule - Update a Gateway Account downtime schedule
  • DeleteGatewayAccountDowntimeSchedule - Delete a Gateway Account downtime schedule
  • PostGatewayAccountEnablement - Enable a Gateway Account
  • GetGatewayAccountLimitCollection - Retrieve a list of gateway account limits
  • GetGatewayAccountLimit - Retrieve a gateway account limit
  • PutGatewayAccountLimit - Update a gateway account limit
  • DeleteGatewayAccountLimit - Delete a gateway account limit
  • GetGatewayAccountTimelineCollection - Retrieve a list of gateway account timeline messages
  • PostGatewayAccountTimeline - Create a Gateway Account Timeline comment
  • GetGatewayAccountTimeline - Retrieve a Gateway Timeline message
  • DeleteGatewayAccountTimeline - Delete a Gateway Timeline message

Segments

  • GetGridSegmentCollection - Retrieve a user's Segments
  • PostGridSegment - Create a new UI Segment
  • GetGridSegment - Retrieve a specific Segment
  • PutGridSegment - Update a Segment
  • DeleteGridSegment - Delete a Segment

Integrations

  • GetIntegrationCollection - Retrieve a list of integrations
  • GetIntegration - Retrieve an integration for specific label

Lists

  • GetListCollection - Retrieve a collection of Lists (latest version of each List)
  • PostList - Create a List
  • GetList - Retrieve list's latest version
  • PutList - Create or update a list with predefined ID
  • DeleteList - Delete a list
  • GetListVersion - Retrieve List's exact version

JWT Session

  • PostLogoutRequest - Destroys the user's current session
  • PostSigninRequest - Create a session with email and password

Memberships

  • GetMembershipCollection - Retrieve a list of memberships
  • GetMembership - Retrieve the membership
  • PutMembership - Create or update membership
  • DeleteMembership - Delete the membership

Organizations

  • GetOrganizationCollection - Retrieve a list of organizations
  • PostOrganization - Create a organization
  • GetOrganization - Retrieve an organization
  • PatchOrganization - Update an organization

Payment Cards

  • GetPaymentCardBankNameCollection - Retrieve a list of payment card issuing bank names

Webhooks

  • PostPreviewWebhook - Trigger a test webhook
  • GetWebhookCollection - Retrieve a list of webhooks
  • PostWebhook - Create a webhook
  • GetWebhook - Retrieve a webhook
  • PutWebhook - Create or update a webhook with predefined ID

Status

  • GetStatus - Retrieve API current status

Tracking

  • GetTrackingApiCollection - Retrieve a list of tracking API logs
  • GetTrackingApi - Retrieve a tracking API log with specified identifier string
  • GetTrackingListCollection - Retrieve Lists changes history
  • GetTrackingWebhookCollection - Retrieve a list of tracking webhook notifications
  • GetTrackingWebhook - Retrieve a tracking webhook notification with specified identifier string
  • PostTrackingWebhookResendRequest - Schedules webhook resend attempt for specified webhook tracking.

Users

  • GetUserCollection - Retrieve a list of users
  • PostUser - Create an user
  • GetUser - Retrieve user
  • PutUser - Create or update user with predefined ID
  • DeleteUser - Delete user
  • PostUserPasswordChange - Change a user's password
  • PostUserTotpReset - Reset (renew) totpSecret

Websites

  • GetWebsiteCollection - Retrieve a list of websites
  • PostWebsite - Create a website
  • GetWebsite - Retrieve a website
  • PutWebsite - Create or update a website with predefined ID
  • DeleteWebsite - Delete a website

Data Exports

  • PostDataExport - Request a data export of selected resource
  • GetDataExportCollection - Retrieve a list of data export requests
  • GetDataExport - Retrieve a data export request
  • PutDataExport - Modify a data export
  • DeleteDataExport - Delete a data export

Histograms

  • GetHistogramTransactionReport - Get Transaction histogram report data

Reports

  • GetApiLogSummaryReport - Retrieve a API Log Summary Report
  • GetCumulativeSubscriptionReport - Retrieve a cumulative subscriptions report
  • GetDashboardReport - Retrieve dashboard data
  • GetDccMarkupReport - Retrieve a DCC markup report
  • GetDisputeReport - Retrieve a disputes report
  • GetTriggeredEventReport - Retrieve a events triggered summary report
  • GetTriggeredEventRuleReport - Retrieve a rules matched summary report
  • GetFutureRenewalReport - Retrieve a future renewals report
  • GetRenewalSaleReport - Retrieve a renewal sales report
  • GetRetentionPercentageReport - Retrieve a retention percentage report
  • GetRetentionValueReport - Retrieve a retention value report
  • GetSubscriptionCancellationReport - Retrieve transactions with their plan data
  • GetSubscriptionRenewalReport - Retrieve a subscription renewal report
  • GetTimeSeriesTransactionReport - Retrieve a time series transactions report
  • GetTransactionTimeDisputeReport - Retrieve a dispute delays in days report
  • GetTransactionReport - Retrieve a transactions report

Resend invitation

If an invitation needs to be resent to the teammate, just click on “Resend” under confirm email in the user management grid.

Update a user’s permissions

Update any team member’s permissions by clicking the user's name in the grid.

Delete a user

As an administrator, delete a team member by clicking the remove icon in the grid.