X

Manage Teams

Manage Teams

Manage your team's access to the RazorpayX Dashboard by assigning User Roles and understand how you can invite and add a user.

You can add the relevant team members as users on your

Dashboard

and assign user roles to them. User roles 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, or you want your Finance Team to access Payouts and Reports. In such cases, you can create user roles, or choose from the available templates in RazorpayX and manage your team's access to your Dashboard.

Handy Tips

Any team member with access can add team members, create and edit roles & permissions.

Invite a Team Member

To add a team member:

  1. Log in to your

    RazorpayX Dashboard

    .
  2. You can to it in two ways:
    • Navigate to the drop-down menu next to + Payouts and click Team Member.
    • Navigate to the profile icon → My Account and Settings → Manage Team and click + TEAM MEMBER.
  3. You can either select an existing role or you can

    create a new role

    .
  4. Once the role is selected, you can preview the permissions associated with the role and enter the email address of the team member.
  5. Click SEND INVITE.

RazorpayX will send an email to the added user, informing about the pending invitation. User can then

accept the invitation

and access the Dashboard as per the access permissions the Owner has set.

Invitation statusActions you can perform
After the invite is sent
Remove
or
Resend
the pending invitation.
After the user accepts the invitation, you can:

Change Team Member Role

To edit the role of a team member:

  1. Log in to the

    RazorpayX Dashboard

    .
  2. Navigate to the profile icon → My Account & Settings → Manage Team.
  3. Hover over the team member on the list you want to change the role for and click the edit icon.
    Edit the role of a team member
  4. Select from the existing user role templates or

    create a new role

    .
  5. You can select and review the the permissions and click Update Changes.
    Update the change in user role

Watch Out!

  • First

    create the custom role

    to change the role of a team member to a new custom role.
  • If the team member's role is already a part of approval workflow, make sure to add the team member's newly assigned role to the approval workflow for them to be able to continue approve or reject payouts.

Remove Team Members

To remove a team member from your RazorpayX account:

  1. Log in to the

    RazorpayX Dashboard

    .
  2. Navigate to the profile icon My Account & Settings → Manage Team.
  3. Hover over the user you want to remove from the team and click the delete icon.
Remove a user from the team

Resend Invite

To resend an invite to a team member:

  1. Log in to the

    RazorpayX Dashboard

    .
  2. Navigate to the profile icon → My Account & Settings → Manage Team.
  3. Hover over the pending invite you want to send again and click RESEND.
Resend an invite to the user

Remove Invite

To remove the invite sent to the user:

  1. Log in to the

    RazorpayX Dashboard

    .
  2. Navigate to the profile icon → My Account & Settings → Manage Team.
  3. Hover over the user you want to remove the invite for and click the delete icon.
Remove the invite sent to a user

Accept an Invitation

To accept an invitation:

  • Click ACCEPT INVITE on the email and you will be redirected to either sign-in or sign-up onto RazorpayX.
  • If you are already logged in, you can accept the invite by navigating to My Account & Settings → User Profile and

    switch merchant

    .

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