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Understanding user roles in the Reloadly dashboard

The Reloadly portal lets you manage your team by assigning each member a role that controls what they can access and do. Here's a breakdown of the available roles and how to set them up.

Available roles

When adding a team member, you can assign one of the following roles:




Navigating to user management

You can find all user and role settings under My Users in the left-hand navigation panel.

  1. From any page in the dashboard, locate the left-side navigation pane and click My Users.
  2. You'll land on the Team Members tab by default. This shows all internal users, their account status, and last login date.
  3. Switch to the Resellers tab to view and manage your reseller accounts separately.
  4. To invite someone new, click + Add New User in the top-right corner of the page.

 

Adding a new user

The Add User form asks for the following:

  1. Enter the user's first name, last name, and phone number (with country code).
  2. Add their email address — this will be used for login.
  3. Select a role from the dropdown: Admin, Developer, Finance, or Support.
  4. A temporary password will be generated. Passwords must be at least 8 characters, mixing upper and lowercase letters, a number, and a special character.
  5. Click Save to create the account.
You can assign only one role per user. If a team member's responsibilities change, you can edit their role at any time from the Team Members list.