API ReferenceIntegrationsKnowledge Base

Manage Team

Razorpay allows you the flexibility to provide relevant accesses only for specific departments or users in your organization.

For example, you might want someone in your organization to perform day-to-day operations such as handling refunds and settlements. In this case, you can give access of your Razorpay Dashboard to a person and assign the Operations role. This limits their access to actions related to refunds and settlements only.

This can be done using the Manage Team option. Here you can invite members in your organization to your Razorpay account or remove existing members from your Razorpay account. Each member must be assigned a role as the role is tied to an email address. A user can have multiple roles if he has different email IDs.

You can invite anyone with a valid email address to your Razorpay account. Every user has unique login credentials.

Standard User Roles#

Razorpay provides predefined user roles for your team members. You can use these roles to limit a user's access to the Dashboard. The below table explains each of the roles and permissions associated with it.

Role

Action Allowed

Actions not Allowed

Owner

● Generate API Keys.
● Create and manage webhooks.
● Manage Teams.
● Edit activation form details, including bank account details and GST number, before submission.
● View all transactions and settlements.
● Configure payment capture settings.
● Configure payment methods.
● Capture transactions.
● Create refunds.
● Create and manage Invoices, Payment Pages, Payment Links, Plans and Subscription Links, Customers and Virtual Accounts.
● Edit linked account details.
● Create and upload batch files.
● Download and email reports.

NA

Admin

● Generate API Keys.
● Create and manage webhooks.
● Edit activation form details, including bank account details and GST number, before submission.
● Configure payment methods.
● View all transactions and settlements.
● Capture transactions.
● Create refunds.
● Create and manage Invoices, Payment Pages, Payment Links, Plans and Subscription Links, Customers and Virtual Accounts.
● Create and upload batch files.
● Download and email reports.

● Manage Teams.
● Edit linked account details.

Manager

● Create and manage webhooks.
● Edit activation form details, including GST number, before submission.
● Configure payment capture settings.
● Configure payment methods.
● View all transactions and settlements.
● Capture transactions.
● Create refunds.
● Create and manage Invoices, Payment Pages, Payment Links, Plans and Subscription Links, Customers and Virtual Accounts.
● Create and upload batch files.
● Download and email reports.

● Generate API Keys.
● Manage Teams.
● Edit linked account details.

Operations

● Create and manage webhooks.
● View all transactions and settlements.
● Capture transactions.
● Create refunds.
● Create and manage Invoices, Payment Pages, Payment Links, Plans and Subscription Links, Customers and Virtual Accounts.
● Create and upload batch files.
● Download and email reports.

● Generate API Keys.
● Manage Teams.
● Edit activation form details, including bank account details and GST number, before submission.
● Edit linked account details.

Finance

● Edit activation form details including GST number, before submission.
● View all transactions and settlements.
● Create and upload batch files.
● Download and email reports.

● Generate API Keys.
● Create and manage webhooks.
● Manage Teams.
● Capture transactions.
● Create refunds.
● Create and manage Invoices, Payment Pages, Payment Links, Plans and Subscription Links, Customers and Virtual Accounts.
● Edit linked account details.

ePos

● Can create Invoices, Payment Pages, Payment Links, Plans and Subscription Links, Customers and Virtual Accounts.

● Can only view Invoices, Payment Pages, Payment Links, Plans and Subscription Links, Customers and Virtual Accounts they created.

Cannot view Invoices, Payment Pages, Payment Links, Plans and Subscription Links, Customers and Virtual Accounts created by other users.

● Generate API Keys.
● Edit activation form details including GST number, before submission.
● Create and manage webhooks.
● Manage Teams.
● View all transactions and settlements.
● Capture transactions.
● Create refunds.
● Edit linked account details.
● Create and upload batch files.
● Download and email reports.

Support

● View all transactions and settlements.
● Download and email reports.

● Generate API Keys.
● Create and manage webhooks.
● Manage Teams.
● Edit activation form details, including bank account details and GST number, before submission.
● Capture transactions.
● Create refunds.
● Create and manage Invoices, Payment Pages, Payment Links, Plans and Subscription Links, Customers and Virtual Accounts.
● Edit linked account details.
● Create and upload batch files.

Invite a User#

To invite a member to your team:

  1. Log into your Dashboard.
  2. Navigate to the My Account tab and click Manage Team.
  3. Type the email address of the user to be invited and click on the dropdown besides to select a role for the user.
  4. Click Send Invitation to invite the user. A list of accepted and pending invitations will be available on the same page.
  5. Click Resend to re-invite the user or Cancel to cancel the invitation.

The short animation below shows how you can invite users to your team.

Invite a New User#

You can invite a user who is not registered with Razorpay to join your team. Such users are sent an invite link via email.

When they click the link, they are taken to a sign-up page where they have to provide a password. The user can now access the Dashboard.

Invite an Existing Razorpay User#

You can invite a user who is already registered with Razorpay to join your team.

If you invite an existing user to your Dashboard, they can see the invite at the bottom of the Profile tab in My Account on their Dashboard. See the image below for details.

Switching Accounts:
After accepting the invite, the invited user can switch between both their and your accounts using the Switch Merchant option available on the Dashboard header.

However, you cannot access their account, unless they invite you to join their team.

Update the Role of a User#

You can change the role of a user after the invitation is sent to the user or after the invitation is accepted by the user. To update a user's role:

  1. Log into your Razorpay account.
  2. Navigate to My Account and click Manage Team.
  3. Select the new role for the user from the dropdown.
  4. Click Update.

The short animation below shows how you can update the role of a user.

Remove a User#

To remove a user from your team:

  1. Log into your Razorpay account.
  2. Navigate to My Account and click Manage Team.
  3. Click Remove to remove a user from the Team Member list. Once removed, the user can no longer access your Dashboard.
  4. Click Cancel to remove a user from the Pending Invitations list.

The short animation below shows how you can remove a user from your team.

2-Step Verification (Team Level)#

Razorpay provides enhanced security and protection through 2-step verification for all users of the Dashboard.

Normally, to log into the Dashboard, users enter their email address and password. When 2-step verification is enabled on an account, they are prompted to enter a one-time password (OTP) after this. The OTP is sent to their registered mobile number.

By setting this additional layer of security, you can ensure that only the intended user has access to your Dashboard, thus preventing malicious attacks or misuse of your sensitive business data.

Account 2-Step Verification: To learn how to enable 2-step verification only for your account, refer to the Profile section.

To enable 2-step verification only for your account:

  1. Log into your Dashboard.
  2. Navigate to My AccountManage Team.
  3. Enable the 2-Step Verification to the team option.
  4. Enter the OTP sent to your registered mobile device.
  5. Enter your account password and confirm.

You have now set up 2FA for your entire team.

The short animation below shows you how to enable 2FA for your entire team.

FAQs#

  1. What to do if a user account is locked?
    If a user enters the wrong OTP 9 times, their account will be locked for security reasons. In such scenarios, the user should contact their respective account owner. The account owner can unlock the users' accounts.

  2. What to do if a user loses their mobile device?
    If a user loses their mobile device, they should reach out to their respective account owner. The account owner can Invalidate 2FA for the user, that is reset 2FA for the user. The user will be asked to enter their mobile number the next time they log into the Dashboard.
    The short animation below shows you how the owner can reset 2FA for a team member.

  3. What to do if the account owner is locked?
    If you are the account owner and have entered the wrong OTP 9 times, your account will be locked for security reasons. In such scenarios, contact our Support Team to Reset 2FA for your account.

  4. What to do if the account owner loses their mobile device?
    If you are the account owner and have lost your mobile device, contact our Support Team to Reset 2FA for your account.

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