Purpose
Easily manage your team by inviting staff members and customizing their permissions. Follow this guide to add, edit, or review user permissions efficiently.
Understanding the User Management Dashboard
Owner: Displays the primary account owner who created the company account. This can be changed through Transfer Ownership.
Users:
User List: All active users with access to your account.
Pending Invites: Users who have been invited but haven’t accepted yet.
Roles:
Predefined Roles: Default roles created by Reusely (Owner, Admin, User).
Custom Roles: Roles you create to match your workflow and permission needs.
Steps
Invite Users
Click the Invite Users button in the top-right corner.
In the pop-up, complete the following:
Invite the Following Emails: Enter one or multiple email addresses for the users you’d like to add.
Roles: Choose from default roles (Admin or User) or custom roles you’ve previously created.
Location Permissions: Assign the location(s) where these users will operate (you can grant permission by allowing all locations).
Default Location: Choose the location the user will see first when logging in.
Permissions: Depending on the selected role, review and adjust permissions as needed.
Click Send Invites to send email invitations. These emails allow the recipients to create their Reusely profiles and access your account.
All outgoing invites appear in Pending Invites.
You can resend, revoke, edit, or copy the invite link as needed.
Once they accept, their profiles will move to the User List section.
Note
If an invited user already has an account, they automatically Log In (don't need to Sign Up again).
Want a visual guide? Watch our step-by-step tutorial.
Editing Users
Hover over the user you want to edit.
Click the Pencil icon next to their profile.
Update the necessary information on each section:
User Information: Modify First Name, Last Name, Email Address, or Phone Number.
Roles & Permissions: Review or change the user's assigned role and see a summary of their permissions.
Location Access: Adjust location permissions and update the default location.
On the Recent Access section, you can monitor users' activities based on Date, IP Addresses, ISP, and Locations.
Click Save to apply the changes.
You can also change a user’s role directly by expanding the Role dropdown in the User List.
Want a visual guide? Watch our step-by-step tutorial.
Make a New Custom Role
Scroll to the bottom of the page until you see Custom Roles.
Click + Add Custom Role to begin creating a new role.
A pop-up window will appear:
Enter a Role Name
Example: Store Manager, Technician, Payout Officer.Add a Description
This helps clarify the role's purpose to your team.Set Permissions
Choose which features this role can access by toggling permissions on or off:
Enable only what the role needs
Keep access limited for better security and control
Click Save to create the role.
Want a visual guide? Watch our step-by-step tutorial.
Learn more about Roles and Permissions in Reusely here.
Removing a User
Hover over the user you want to remove.
Click the red Trashcan icon next to their profile.
Want a visual guide? Watch our step-by-step tutorial.
Transferring Ownership (Owner Only)
In the Owner section, click Transfer Ownership in the top-right corner.
A verification pop-up will appear.
Enter your account password, then click Continue.A second pop-up will appear.
Select the Member who will become the new owner, and choose the role you want your own account to have after the transfer.Once everything looks correct, click Transfer Ownership.
The transfer will be completed instantly. The “Owner” label will move to the selected user, and the Transfer Ownership button will no longer be visible.
Note
Tips & Notes
Start simple: give a role only what’s necessary, then adjust as your workflow evolves.
Only Admins and Owners can manage custom roles.
If a user’s access looks incorrect, double-check the role they’re assigned to.
All buyback types (Mail-In, In-Store, Bulk, Easy Offer) are managed here, so ensure each role has the correct Offer Management access.
The slider permission for batch quote follows the Can Edit Buyback Price setting
Admins can configure how much a role is allowed to adjust pricing.
The allowed adjustment range can be set from 0% to 100%, depending on the role permission configuration.
By following these steps, you can confidently manage users on your Reusely account and ensure a smooth experience for your team. If you have any more questions, please feel free to contact our support team for help.