Manage Team
Manage your team, add or remove users and provide appropriate roles to control access on the Razorpay Dashboard.
Manage your team of users who can access the Razorpay Dashboard. You can provide specific access to a user or a set of users.
Example
You need someone in your organisation to perform day-to-day operations such as handling refunds and settlements. In this case, you can give Razorpay Dashboard access to a person and assign the Operations role. This limits their access to actions related to refunds and settlements only.
There are some predefined user roles that you can assign to your team members. You can use these roles to limit a user's access to the Dashboard. Check each role and the permissions associated with it.
Actions Allowed
- Generate API Keys
- Create and manage webhooks
- Manage Teams
- Update brand name
- Edit activation form details, including bank account details and GST number, before submission
- View all transactions and settlements
- View all disputes
- Accept all disputes
- Contest all disputes and submit evidence
- 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
- Use Payments Mobile App
- Create Offers.
- Install OAuth Apps
- View and download API/Webhooks logs (Developers > APIs/Webhooks)
Actions Allowed
- Generate API Keys
- Create and manage webhooks
- Update brand name
- Edit activation form details, including bank account details and GST number, before submission.
- Configure payment methods
- View all transactions and settlements
- View all disputes
- Accept all disputes
- Contest all disputes and submit evidence
- 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
- Use Payments Mobile App
- Create Offers
- Edit linked account details
Actions Not Allowed
- Manage Teams
Actions Allowed
- 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
- View all disputes
- Accept all disputes
- Contest all disputes and submit evidence
- 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
- Use Payments Mobile App
- Edit linked account details
Actions Not Allowed
- Generate API Keys
- Manage Teams
- Resend Subscription Registration link
Actions Allowed
- View all transactions and settlements
- View all disputes
- Accept all disputes
- Contest all disputes and submit evidence
- Capture transactions
- Create refunds
- Create Invoices, Payment Links, Payment Pages, Payment Buttons and Virtual Accounts
- Create and upload batch files
- Download and email reports
- Use Payments Mobile App
Actions Not Allowed
- Generate API Keys
- Manage Teams
- Edit activation form details, including bank account details and GST number, before submission
- Edit linked account details
Actions Allowed
- Edit activation form details including GST number, before submission
- View all transactions and settlements
- View all disputes
- Accept all disputes
- Contest all disputes and submit evidence
- Create and upload batch files
- Download and email reports
Actions Not Allowed
- 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
Actions Allowed
- Create Invoices and Payment Links in INR only
- Create, view and edit Offers
- Create, view and edit Payment Page
- Create, view and edit Payment Button
- Create, view and edit Payment Handle
Actions Not Allowed
- Generate API Keys
- Edit activation form details including GST number, before submission
- Create and manage webhooks
- Manage Teams
- View all transactions and settlements
- View all disputes
- Accept all disputes
- Contest all disputes and submit evidence
- Capture transactions
- Create refunds
- Edit linked account details
- Create and upload batch files
- Download and email reports
- Create Items
- View Invoices, Payment Pages, Payment Links created by other users
Actions Allowed
- View all transactions and settlements
- View all disputes
- Accept all disputes
- Download and email reports other than the monthly invoice report
Actions Not Allowed
- 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
- Access monthly invoice report
Handy Tips
A team member should be assigned a role as the role is tied to an email address. A user can have multiple roles if they have different email ids.
You can invite anyone with a valid email address to your Razorpay account. Every user has unique login credentials.
- Log in to the .
- Navigate to the Account & Settings → Business settings and click Manage Team.
- Click Invite New Member.
- Type in the email address of the user whom you want to invite. Select a role from the drop-down list.
- Click Send Invitation to invite the user. A list of accepted and pending invitations is displayed on the same page.
- Click Resend to re-invite the user or Cancel to cancel the invitation.
To accept an invite:
- Log in to the .
- Navigate to the Account & Settings → Business settings and click Invitations.
- Click Accept next to the invite.
Switching Accounts
After accepting the invite, the invited user can switch between their and your account using the Switch Merchant option available on the Dashboard header. You cannot access their account unless they invite you to join their team.
You can invite a user who is not registered with Razorpay to join your team. Such users are sent an invite link via email.
To invite a new user:
- Log in to your .
- Navigate to the Account & Settings → Business settings and click Manage Team.
- Click Invite New Member.
- Enter the member's email id and select the user role to be assigned.
- Click Send Invitation.
You can change the user's role after the invitation is sent to the user or after the invitation is accepted by the user.
To update a user's role:
- Log in to your .
- Navigate to the Account & Settings → Business settings and click Manage Team.
- Select the new role for the user from the drop-down.
- Click Update.
You can remove a user from your team to remove his/her complete access from your Razorpay Dashboard.
To remove a user from your team:
- Log in to your .
- Navigate to the Account & Settings → Business settings and click Manage Team.
- Click Remove to remove a user from the Team Member list. Once removed, the user can no longer access your Dashboard.
- Click Cancel to remove a user from the Pending Invitations list.
You can set 2-step verification for your entire team for enhanced security and protection of your Razorpay Dashboard data thus preventing malicious attacks or misuse of your sensitive business data. Know about
.To enable 2-step verification for your team:
- Log in to your .
- Navigate to the Account & Settings → Business settings and click Manage Team.
- Enable the 2-Step Verification to the team option.
- Enter the OTP sent to your registered mobile device. (This step is not required if you had already performed OTP verification during login.)
- Enter your account password and confirm.
You have now set up 2FA for your entire team.
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.
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 in to the Dashboard.
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
to Reset 2FA for your account.If you are the account owner and have lost your mobile device, contact our
to Reset 2FA for your account.Was this page helpful?