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.

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, press Settings .
2. In the Management section, press Users.
3. In the right of the screen, press Roles.
4. In the right of the screen, press Create role.
5. In the Name field, enter a name for the role.
6. In the Description field, enter a description of the role.
7. In the Include roles field, to add the permissions of other roles to the role you are creating, press in the input field and select one or more roles from the dropdown.
8. 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.
9. Optionally, in the Allowed IPs field, enter a list of permitted IP addresses which the role can use to access Rebilly.
   This role inherits IP restrictions from roles that are added using the Include roles field.
   Note: To allow access from all IP addresses, leave the Allowed IPs field empty.
10. Press Save role.

Add a new user

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

1. In the left navigation bar, press Settings .
2. In the Management section, press Users.
3. In the right of the screen, press Add user.
4. In the User details section, enter the user's details.
5. 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. Under Permissions, select from the following:
        • Copy from a role template: Use this option to copy permissions from role templates that have been created by Rebilly. In the 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.
        • Customized for this user: Use this option to add customized permissions without using a template.
6. Add or remove permissions from the permissions list.
   For a list of permissions, see User permissions.
7. 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.
8. Press Save user.

View, edit, emulate, or delete users

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

1. In the left navigation bar, press Settings .

2. In the Management section, press Users. The list of users is displayed.

3. Select from the following:

   • Edit a user's details or permissions:

     1. In the list of users, in the Name column, press a user.
     2. Edit the user, then press 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, press Resend.

   • Delete a user: On the right of the user, press Delete .

   • Emulate user permissions: On the right of the user, press Emulate permissions.
     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, press 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 top right corner of the page, press your initials, then press your name.

2. Select from the following:

   • Reset your password: In the Profile summary section, press Reset password.

   • Switch between displaying your full name or organization name: In the 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.

     Once reporting currency is set, it cannot be changed.

   • Change time zone: In the Currency and time zone section, press 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 (MFA) section, press Setup MFA, then follow the on screen instructions.

   • Deactivate MFA (if MFA is active): In the Multi-factor authentication section, press Deactivate 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.

Change the theme

Use this process to change the theme of the Rebilly UI for your user account. This option toggles between light and dark mode.

There are two ways to change the theme. Select from the following:

• From any page:

  1. In the top right corner of the page, press your initials.
  2. Press Switch theme to light mode or Switch theme to dark mode.

• From user profile settings:

  1. In the top right corner of the page, press your initials, then press your name.
  2. In the Theme section, select Light, Dark, or System to match the theme of your device.