API ReferenceIntegrationsKnowledge Base

Profile

The Profile tab contains information such as Merchant Name, Email, GST details, Business Name and Type, Settlement Account details, Razorpay Account Registration and Activation dates, as well as KYC Form Status.

From this tab you can:

2-Step Verification (Account 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.

Team 2-Step Verification: To learn how to enable 2-step verification for your entire team, refer to the Manage Team section.

To enable 2-step verification only for your account:

  1. Log into the Razorpay Dashboard.
  2. Navigate to My AccountProfile.
  3. Enable the 2-Step Verification 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 account only.

The short animation below shows you how to enable 2FA for your account only.

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.

Change Bank Account Details🔗

You can request a change to your settlement (bank) account linked to your account. This is your settlement account. Once you provide the necessary details and documents, we will verify the account and update the information. We will contact you in case further clarifications are required.

Note:
You will need a copy of the account statement of the new account you want to link to your Razorpay account. The account statement should include details such as account number, IFSC and beneficiary. It should contain transaction details for the last three months or since the account was opened, whichever is the later.

To request a change:

  1. Log into your Dashboard.
  2. Navigate to My Account and click Profile.
  3. Scroll to the Bank Account section and click Request Change.
  4. Enter the OTP sent to your registered mobile device on the 2-Step Verification pop-up page.
  5. Enter the details of the new bank account that you want to link with your Razorpay account. This will be your new settlement account.
  6. Upload a copy of your account statement and click Save.

The short animation below shows you how to change your bank account.

Note:
Razorpay will send you an email notification:

  • When you initiate a request for updating the bank account details.
  • When the bank account details are successfully updated.

Add Support Details🔗

You can add your support details to the transaction emails that are sent to your customers. This will help your customers know how to reach you for any queries.

To add support details:

  1. Log into your Dashboard.

  2. Navigate to My Account and click Profile.

  3. Scroll to the Support Details section and click Add Details.

    add
  4. In the pop-up that appears, add the following details:

    1. Support Phone number
    2. Support Email id (This is a mandatory field)
    3. Support URL (Your website's support page)
    add
  5. Click Submit.

Add Website or Mobile App Details🔗

You must provide your live website or mobile app details during account activation. Without these details, you will not be able to access live mode API keys and hence cannot accept payments from your website or app. However, you can still accept payments from customers using Invoices and Payment Links generated via the Dashboard.

website not added

To get access to live mode API keys, provide your website or mobile app details by following these steps:

  1. Log into the Razorpay Dashboard.

  2. Navigate to My AccountProfile.

    Navigate
  3. Click Fill Activation Form.

  4. In the form, for the Website/App URL field, select Website/App.

  5. Provide the website details and click Save & Next.

    add

Note:
Payments will be enabled on the above mentioned website or app only after KYC approval.

Update Brand Name🔗

You can update the brand name displayed to your customers in the following places:

  • On transaction and refund emails sent to customers.
  • On the links sent to customers for Payment Links, Payment Pages, Invoices and Subscriptions .
  • As the beneficiary name when you create a Smart Collect virtual account.

For example, if during the account creation and activation process, you had provided the name as Acme Corp, you can now change it to Acme Co.

Note:

  • This feature is available only for the registered merchants of Razorpay.
  • Only the account Owner and Admin roles can update the brand name.
  • The brand name does not appear on bank-related SMS sent to customers, or on their credit card statements. These will display the billing name provided by you during the account creation and activation process. This is because these communications are managed by banks and not Razorpay.

To update your brand name:

  1. Log into the Razorpay Dashboard.

  2. Navigate to My AccountProfile.

  3. Click the edit icon in the Brand Name field.

    Change
  4. A list of recommended brand names will appear. You can:

    • Select one of the names from the list, or
    Select
    • Enter a custom brand name. Ensure that the custom name you are entering is similar to the business name or your business website domain.
    Enter
  5. Click Save Changes.

The brand name appears updated on the Dashboard and will reflect on the above mentioned places:

Updated Brand Name

View KYC Form🔗

You can view the KYC details provided by you at the time of account activation.

Follow these steps:

  1. Log into the Razorpay Dashboard.

  2. Navigate to My AccountProfile.

  3. Click View KYC Form next to the Account Activation field.

    View

Handy Tips
You can update the KYC details by raising a support ticket from the Dashboard.

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