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Customer permissions

Managing customer permissions in customer portal

Andrey Gadashevich avatar
Written by Andrey Gadashevich
Updated over a week ago

Customer permissions let you decide what actions your subscribers can take in their customer portal after purchase. This gives you flexibility: you can keep control or let customers self-manage their subscriptions.

Access these settings by navigating to RecurrinGO → Settings → Customer permissions

Each option can be toggled ON or OFF depending on how much control you want to give your customers:

Basic permissions

  1. Let your customers cancel their subscriptions

  2. Let your customers pause and resume their subscriptions

Order & billing changes

  1. Let your customers change their next order / invoice date

  2. Let your customers change their order / invoice frequency

  3. Let your customers create an additional order / invoice

  4. Let your customers skip their next order / invoice

  5. Let your customers change delivery date for prepaid subscriptions

Product changes

  1. Let your customers edit their product quantity

  2. Let your customers add / remove products from their subscriptions

  3. Let your customers add one-time purchased products to their subscriptions

    • Adds a single extra product to the next subscription invoice.

    • It will not repeat in future orders.

    • Not available for prepaid subscriptions.

  4. Let your customers swap products in their subscriptions

    • Replace one product with another from the same subscription rule.

Advanced control

  • Let your customers edit the subscription until the minimum required number of payments is reached

    • If you require, say, 3 minimum payments, customers can edit things like dates, frequency, quantity, and products, but only until they hit the required number of successful payments.

You may ask

👉 Can customers swap products if one goes out of stock?

Yes. If you enable “Customers can swap products in their subscriptions,” they can replace a product with another that belongs to the same subscription rule.

  • Example: Swap one flavor of protein powder for another.

  • This is helpful to prevent cancellations when stock or preferences change.

👉 What happens if I set a minimum number of payments?

If enabled, customers can edit their subscription (change dates, frequency, quantity, skip, etc.) only until they reach the minimum required payments.

  • Example: If you require 3 payments minimum, they must complete those 3 cycles before they can cancel or make unrestricted edits.

  • This is useful for bundles, prepaid plans, or products sold with a commitment.

👉 Can customers add one-time products to their subscription orders?

Yes, if you enable “Customers can add one-time purchased products to their subscriptions.”

  • The product will be added to the next subscription invoice only and then removed automatically.

  • Customers cannot add one-time products to prepaid subscriptions.

👉 What’s the difference between editing frequency and editing the next order date?

  • Next order/invoice date → customers move the upcoming billing/shipping date (e.g., “instead of Jan 10, bill me on Jan 20”). All future dates shift forward from that change.

  • Order/invoice frequency → customers adjust how often they’re billed (e.g., from every 2 weeks → every 1 month).

So, one changes the schedule of the next order, the other changes the recurrence pattern.

👉 Can my subscribers skip or pause their next delivery?

Yes. There are two separate options:

  • Pause and resume subscriptions → customers can temporarily pause and restart later

  • Skip next order/invoice → customers can skip a single cycle (e.g., skip one month but stay subscribed).

👉 How do I let customers cancel their subscriptions without contacting support?

Enable the toggle “Customers can cancel their subscriptions.”

  • When ON → customers see a Cancel button in their customer portal. They can stop their subscription anytime without reaching out to you.

  • When OFF → they must contact your support team to cancel, giving you more control but adding extra work.

Best practice: For consumables like coffee, pet food, or supplements, enabling skip/pause reduces cancellations.

Need Help?

If you have any questions or need help, please contact our support team.

📩 Contact Support: Reach out to us via live chat or send an email to [email protected]

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