API ReferenceIntegrationsKnowledge Base

Manage Teams

You can add users to your team and assign them roles to limit their access to the Dashboard as per your business requirements. For example, you might want to provide a View Only role to a Support Engineer of your team.

Standard User Roles🔗

RazorpayX🔗

Following are the standard user roles in RazorpayX:

Handy Tips
Finance roles are available only if Approval Workflow is enabled on your account.

Owner

Admin

Finance roles

Operations

View Only

Add Funds

x

x

x

Create Contact

x

Create Fund Account

x

x

Create Payouts

x

x

Approve-Reject Payouts

x

x

View Payouts

View Transactions

x

Download Reports

x

Developer Controls

x

x

x

Manage Team

x

x

x

x

View Billing (invoices)

x

x

x

Create Payout Links

x

View Payout Links

Vendor Payments🔗

Following are the standard user roles for Vendor Payments:

Owner

Admin

Finance roles

Operations

View Only

Create Invoice

x

x

Edit an Invoice

x

x

Pay an Invoice

x

x

Cancel an Invoice

x

x

Mark Invoice as Paid

x

x

View Invoices

Generate Reports

x

x

Tax Payments🔗

Following are the standard user roles for Tax Payments.

Owner

Admin

Finance roles

Operations

View Only

Make TDS Payments

x

x

View TDS Payments

Update Tax Settings

x

x

x

Mark TDS as Paid

x

x

x

Add a User🔗

Only the account owner can assign roles to users.

  1. Log into your RazorpayX Dashboard as the Owner.
  2. Navigate to My Account and SettingsTeam Management, click + MEMBER and follow the on-screen instructions.

Users are informed about the invitation via email. Watch this gif to see how to add a user and assign a role.


Invitation status

Actions you can perform

After the invite is sent

Update the role assigned.
Cancel or Resend the invitation.

After the user accepts the invitation, you can:

Update the role assigned.
Remove the user from your team.

Accept an Invitation🔗

Existing RazorpayX Users🔗

If you invite a user who already has an account with RazorpayX, they can accept or reject your invitation from their Dashboard by navigating to My Account & SettingsUser Profiles.

New Users🔗

You can invite a user who is not registered with RazorpayX to join your team. The invited user is sent a link via email. The user clicks the link and enters a login password. The user can now access the Dashboard using their email address and the password they entered.

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