API ReferenceIntegrationsKnowledge Base

Manage Team

RazorpayX gives you the flexibility to 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 have a support agent who would only need to view details on the Dashboard. You can use the View Only role.

Standard User Roles#

RazorpayX#

Listed below are the standard user roles available to you.

Owner

Admin

Finance roles

Operations

View Only

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#

Listed below are the standard user roles available to you 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

Make TDS Payments

x

x

View TDS Payments

Update Tax Settings

x

x

x

Mark TDS as Paid

x

x

x

Generate TDS Report

x

x

Add a User#

Only the account owner can assign roles to users. No other role can do this.

  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.

The short animation below shows you how to add a user and assign them 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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