Users

This topic describes how to create and manage users and roles in Rebilly.

To effectively manage your team and the roles within it, create roles before you start adding users.

Create roles

Use this process to create roles for the members in your team.

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To complete this process, you must have the administrator role, or a role with User permissions.

Roles have a defined set of permissions that are used by a specific user group. If permissions are added or removed from a role, the permissions list for all users with that role are updated.

  1. In the left navigation bar, click settings icon Settings , then click Users .
  2. In the right of the screen, click Roles .
  3. In the right of the screen, click Add role .
  4. In the Name field, enter a name for the role.
  5. In the Description field, enter a description of the role.
  6. In the Junior roles field, add related junior roles by clicking in the input field.
  7. In the Permissions field, enter individual permissions. For a list of permissions, see User permissions .
    Note: When you create a new user, you can also assign custom permissions to the user from role templates that have been created by Rebilly. For more information, see Add a new user .
  8. Optionally, in the Allowed IPs field, enter a list of permitted IP addresses which the role can use to access Rebilly.
    This role will also inherit any IP restrictions that are assigned to the junior positions that are associated with the role.
    Note: To allow access from all IP addresses, leave the Allowed IPs field empty.
  9. Click Save role .

Add a new user

Use this process to add a new user to your team and to assign permissions to them.

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To complete this process, you must have the administrator role, or a role with User permissions.

  1. In the left navigation bar, click settings icon Settings , then click Users .
  2. In the right of the screen, click Add user .
  3. In the User info section, enter the user's details.
  4. In the User permissions section, select from the following:
    • Grant administrator permissions to the user: Select Full access (Administrator) .
    • Grant limited access:
      1. Select Limited access .
      2. To apply existing roles to the user, in the User roles dropdown, select a predefined role.
        Your predefined roles are displayed in this field. To create roles, see Create roles .
      3. In the Permission type section, select from the following:
        • Customized for this user : Use this option to add customized permissions without using a template.
        • Copy permissions from another user : Use this option to copy permissions from another user:
          1. Select Copy from another user .
          2. In the Copy permissions from another limited user dropdown, select a user.
        • Copy from a role template : Use this option to copy permissions from role templates that have been created by Rebilly.
          1. In the Copy permission from a role template dropdown, select from the following:
            • Customer service agent : Grants permission to access data such as: customers, transactions, and invoices.
            • Settings manager : Grants permission to access settings.
            • Accountant: Grants permission to access KPIs.
            • KYC agent : Grants permission to review, download, approve, or reject KYC documents, and to access tags and custom fields.
  5. Add or remove permissions from the permissions list.
    For a list of permissions, see User permissions .
  6. Optionally, in the Allowed IPs field, enter a list of permitted IP addresses which the user can use to access Rebilly.
    This user will also inherit any IP restrictions that are associated with the role they have been assigned.
    Note: To allow access from all IP addresses, leave the Allowed IPs field empty.
  7. Click Save user .

View, edit, emulate, or delete users

Use this process to view, edit, emulate, or delete users.

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To complete this process, you must have the administrator role, or a role with User permissions.

  1. In the left navigation bar, click settings icon Settings , then click Users . The list of users is displayed.
  2. Select from the following:
    • Edit a user's details or permissions:
      1. In the list of users, in the Name column, click a user.
      2. Edit the user, then click Save user .
    • Verify that a user has activated their account: In the user list, the status column displays the user's account status. If the user has not activated their account a Pending confirmation status is displayed.
    • Resend a user's email invite: On the right of the user, click Resend.
    • Delete a user: On the right of the user, click Trash icon .
    • Emulate user permissions: On the right of the user, click Emulate icon .
      Use this feature to test a user's permissions, and to see which parts of the Rebilly product are available to them.
      To stop emulating user permissions, at the top of the screen, click Stop emulation .

Configure your user profile

Use this process to reset your password, switch between displaying customer names or customer organization names, change reporting currency, change time zone, or to set up multi-factor authentication.

  1. In the left navigation bar, in the bottom corner, click your initials, then in the shown menu click your name.
  2. Select from the following:
    • Reset your password: In the Profile summary section, click Reset password .
    • Switch between displaying customer names or customer organization names: In the Customer's display name section, select an option in the dropdown.
    • Change reporting currency: In the Currency and time zone section, in the Reporting currency dropdown, select a currency.
      warning

      Once reporting currency is set, it cannot be changed.

    • Change time zone: In the Currency and time zone section, click Detect my time zone , or in the Select time zone dropdown, select a time zone.
    • Change time format: In the Currency and time zone section, in the Time format dropdown, select a format.
    • Set up Multi-Factor Authentication (MFA): In the Multi-factor authentication section, click Setup MFA , then follow the on screen instructions.
    • Disable MFA (if MFA is enabled): In the Multi-factor authentication section, click Disable MFA .
      For more information, see Multi-Factor authentication (MFA) .

Multi-Factor authentication (MFA)

Multi-Factor authentication (MFA) provides additional security during the sign in process by requiring more than one form of identity verification to authenticate a user. This involves the use of a smart device (phone, tablet, and so on) and an authentication application, such as Google Authenticator, or Duo Security. The user is required to use a password and an authentication code from the authentication application. If a password is compromised, a malicious user would need the related authentication device, and access to the authentication application, to sign in.

The use of MFA is optional in Rebilly, but highly recommended.

Warning

If you enable 2FA on your account but do not complete the set up using an authentication application you will be locked out of your account. If you cannot access your account, contact Support.