Adding admins

Last updated August 5, 2026

Objective

This guide explains how to add additional administrators to your Recur system so multiple team members can access and manage the platform.

Key Steps

Step 1: Navigate to Settings

  • Click the Settings (gear icon) in the upper right-hand corner of the screen.

  • Scroll down and select Users.

Step 2: Add a New Admin

  • In the upper right-hand corner, click + Admin.

Step 3: Enter Admin Information

  • Fill in the required information for the new administrator:

    • First Name

    • Last Name

    • Email Address

    • Phone Number

Step 4: Select a Role

  • Choose a role for the admin user.

  • Currently, the available roles have very similar permissions within the system.

Step 5: Save the Admin

  • After entering all the required information and selecting a role, save the new admin user to grant them access to the system.

Cautionary Notes

  • Admin users will have access to important system features, so only grant admin access to trusted team members.

Tips for Efficiency

  • Use clear role assignments to help track which team members manage different parts of the system.

  • In the future, Recur plans to expand role permissions with more differentiated access levels.

Link to Video

https://loom.com/share/a5c2f61d94794376b8ace3cac20181d9