Manage teammates

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

Navigate to Settings > Users to add, delete, or 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 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.

AML

  • GetAmlEntry - Search PEP/Sanctions/Adverse Media lists
  • GetCustomerAmlEntryCollection - Search Customer in PEP/Sanctions/Adverse Media lists

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

Application owners

  • PostApplication - Register an application
  • GetApplicationInstanceCollection - Retrieve application instances
  • GetApplicationInstanceByOrganization - Retrieve application instance

Application users

  • GetApplicationInstance - Retrieve an application instance
  • PutApplicationInstance - Create or update an application instance
  • DeleteApplicationInstance - Delete application instance
  • GetApplicationCollection - Retrieve a list of applications
  • GetApplication - Retrieve application

Balance transactions

  • GetBalanceTransactionCollection - Retrieve a list of balance transactions
  • GetBalanceTransaction - Retrieve a balance transaction

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

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

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

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

Credit memos

  • GetCreditMemoCollection - Retrieve a list of credit memos
  • PostCreditMemo - Create a credit memo
  • GetCreditMemo - Retrieve a credit memo
  • PutCreditMemo - Create or update a credit memo with predefined ID
  • PostCreditMemoVoid - Void a credit memo

Credit memos Timeline

  • GetCreditMemoTimelineCollection - Retrieve a list of credit memo timeline messages
  • PostCreditMemoTimeline - Create a credit memo timeline message.
  • GetCreditMemoTimeline - Retrieve a credit memo timeline message
  • DeleteCreditMemoTimeline - Delete a credit memo timeline message

Custom Fields

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

Custom domains

  • GetCustomDomainCollection - Retrieve a list of custom domains
  • PostCustomDomain - Create a custom domain
  • GetCustomDomain - Retrieve a custom domain
  • DeleteCustomDomain - Delete a custom domain

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

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
  • GetCustomerEddScore - Retrieve a customer's EDD score data.
  • PatchCustomerEddScore - Update a customer's EDD score data.
  • GetEddTimelineCollection - Retrieve a list of EDD timeline messages
  • PostEddTimeline - Create a EDD Timeline comment.
  • GetEddSearchResults - Retrieve a customer's EDD search results.

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

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

Disputes

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

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

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

Experian credentials

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

Fees

  • GetFeeCollection - Retrieve a list of Fees entries
  • PostFee - Create a fee entry
  • GetFee - Retrieve a fee entry
  • PutFee - Upsert a fee entry
  • PatchFee - Patch a fee entry

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

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
  • PostGatewayAccountCheckCredentials - Check gateway account credentials
  • GetGatewayAccountFinancialSettings - Retrieve financial settings
  • PutGatewayAccountFinancialSettings - Set financial settings
  • PostDigitalWalletOnboardingApplePay - Onboard Apple Pay under Rebilly by registering a domain.

Gateway Accounts Timeline

  • 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

Histograms

  • GetHistogramTransactionReport - Get Transaction histogram report data

Integrations

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

Invoices

  • GetInvoiceCollection - Retrieve a list of invoices
  • PostInvoice - Create an invoice
  • GetInvoice - Retrieve an invoice
  • PutInvoice - Create or update an invoice with predefined ID
  • GetInvoiceItemCollection - Retrieve invoice items
  • PostInvoiceItem - Create an invoice item
  • GetInvoiceItem - Get an invoice item
  • PutInvoiceItem - Update an invoice item
  • DeleteInvoiceItem - Delete an invoice item
  • PostInvoiceIssuance - Issue an invoice
  • PostInvoiceAbandonment - Abandon an invoice
  • PostInvoiceVoid - Void an invoice
  • PostInvoiceRecalculation - Recalculate an invoice
  • PostInvoiceReissuance - Reissue an invoice
  • GetInvoiceTransactionAllocationCollection - Get transaction amounts allocated to an invoice
  • PostInvoiceTransaction - Apply a transaction to an invoice
  • GetCustomerUpcomingInvoiceCollection - Retrieve customer's upcoming invoices
  • GetInvoiceCreditMemoAllocationCollection - Get credit memo allocations to invoices
  • GetInvoiceCreditMemoAllocation - Get credit memo's amount allocated to the invoice.
  • PutInvoiceCreditMemoAllocation - Apply a credit memo to an invoice
  • DeleteInvoiceCreditMemoAllocation - Delete credit memo's allocation from the invoice

Invoices Timeline

  • 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

JWT Session

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

KYC Documents

  • PostKycRequest - Create a KYC Request
  • GetKycRequestCollection - Retrieve a list of KYC requests
  • GetKycRequest - Retrieve a KYC request
  • PatchKycRequest - Update a KYC request
  • DeleteKycRequest - Delete the KYC request
  • 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
  • PostKycDocumentStartReview - Start review for a KYC document
  • PostKycDocumentStopReview - Stop review for a KYC document
  • GetKycSettings - Get KYC settings
  • PutKycSettings - Update KYC settings

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

Memberships

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

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

Orders

  • GetSubscriptionCollection - Retrieve a list of orders
  • PostSubscription - Create an order
  • GetSubscription - Retrieve an order
  • PutSubscription - Upsert an order with predefined ID
  • DeleteSubscription - Delete a pending order
  • PostSubscriptionVoid - Void an order
  • PostSubscriptionItemsChange - Change an order's items
  • PostSubscriptionInterimInvoice - Issue an interim invoice for a subscription order
  • GetSubscriptionPauseCollection - Retrieve a list of subscription pauses
  • PostSubscriptionPause - Pause a subscription
  • GetSubscriptionPause - Retrieve a subscription pause
  • PutSubscriptionPause - Update a subscription pause
  • DeleteSubscriptionPause - Delete a subscription pause
  • GetSubscriptionCancellationCollection - Retrieve a list of cancellations
  • PostSubscriptionCancellation - Cancel an order
  • GetSubscriptionCancellation - Retrieve an order cancellation
  • PutSubscriptionCancellation - Cancel an order
  • PatchSubscriptionCancellation - Update subscription cancellation
  • DeleteSubscriptionCancellation - Delete a cancellation
  • GetSubscriptionReactivationCollection - Retrieve a list of reactivations
  • PostSubscriptionReactivation - Reactivate an order
  • GetSubscriptionReactivation - Retrieve an order reactivation
  • GetSubscriptionUpcomingInvoiceCollection - Retrieve subscription order's upcoming invoice
  • PostUpcomingInvoiceIssuance - Issue an upcoming invoice for early pay
  • PostPreviewOrder - Preview an order
  • GetSubscriptionSummaryMetricReport - Retrieve subscription order summary metrics

Orders Timeline

  • 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

Organization data exports

  • GetOrganizationExportCollection - Retrieve a list of organization data exports.
  • PostOrganizationExport - Request an organization data export.
  • GetOrganizationExport - Retrieve an organization data export request.

Organizations

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

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

Payment Tokens

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

Plaid credentials

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

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

Profile

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

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
  • GetKycAcceptanceSummaryReport - Retrieve a KYC acceptance summary report
  • GetKycRejectionSummaryReport - Retrieve a KYC rejections report
  • GetKycRequestSummaryReport - Retrieve a KYC requests report
  • GetMonthlyRecurringRevenueReport - Retrieve a monthly recurring revenue report
  • GetRenewalSaleReport - Retrieve a renewal sales report
  • GetRetentionPercentageReport - Retrieve a retention percentage report
  • GetRetentionValueReport - Retrieve a retention value report
  • GetRevenueWaterfallReport - Retrieve a revenue waterfall 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

Reset password

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

Roles

  • GetRoleCollection - Retrieve a list of roles.
  • PostRole - Create a Role
  • GetRole - Retrieve a role
  • PutRole - Create a role with predefined ID
  • DeleteRole - Delete a role

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

Rules Timeline

  • GetRulesEngineTimelineCollection - Retrieve a list of Rules Engine timeline messages
  • PostRulesEngineTimeline - Create Rules Engine Timeline comment
  • GetRulesEngineTimeline - Retrieve Rules Engine Timeline message
  • DeleteRulesEngineTimeline - Delete Rules Engine Timeline message

Search

  • GetSearch - Search merchant data

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

Shipping rates

  • GetShippingRateCollection - Retrieve a list of shipping rates
  • PostShippingRate - Create a shipping rate
  • GetShippingRate - Retrieve a shipping rate
  • PutShippingRate - Create a shipping rate with predefined ID
  • DeleteShippingRate - Delete a shipping rate

Status

  • GetStatus - Retrieve API current status

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
  • PostTagKycDocumentCollection - Tag a list of kyc documents
  • DeleteTagKycDocumentCollection - Untag a list of kyc documents
  • PostTagKycDocument - Tag a kyc document
  • DeleteTagKycDocument - Untag a kyc document

TaxJar credentials

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

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.

Transactions

  • PostReadyToPay - Ready to Pay
  • PostTransaction - Create a transaction
  • GetTransactionCollection - Retrieve a list of transactions
  • GetTransaction - Retrieve a Transaction
  • PatchTransaction - Update a transaction
  • PostPayout - Create a credit transaction
  • PostTransactionQuery - Query a Transaction
  • PostTransactionUpdate - Update a Transaction status
  • PostTransactionRefund - Refund a Transaction

Transactions Timeline

  • 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

Users

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

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

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

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

    Resend invitation

If an invitation needs to be resent to the teammate, click 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.