Set Up Approval Workflow

There are two steps involved in setting up Approval Workflow on your system:

1. Enable Approval Workflow on your account and create workflows
2. Assign user roles

Step 1: Create a Workflow

Watch this video to see how to set up workflows.

To create or modify a workflow:

1. Log in to your

   RazorpayX Dashboard

   .
2. Navigate to My Account & Settings → Workflows → **Set Up Workflow** / **Change Rules** and follow the steps on-screen.
3. Click Request Setup.

We receive the request and process it. Your workflow will be ready in 1-2 business days.

Sample Approval Matrix

Below is an example of how you can set up an approval matrix.

Step 2: Assign User Roles

After the approval matrix is set, you can add users to your RazorpayX account and assign roles to them. You can invite anyone with a valid email address to join your RazorpayX team. Each user has unique login credentials.

Watch the video to see how to add a user and assign a role.

To assign user roles:

1. Log in to your

   Dashboard

   .
2. Navigate to My Account and Settings → Team Management, click + MEMBER and follow the on-screen steps.

Users are informed about the invitation via email.

Approval Workflow User Roles

The Approval Workflow feature comes with the following 5 user roles that you can use to set up the approval matrix as per your business needs:

Know more about

Disable Approval Workflow for Payouts Created Using APIs

Watch this video to see how to disable Approval Workflows from the RazorpayX Dashboard.

To disable Approval Workflows for payouts created using APIs from the RazorpayX Dashboard:

1. Log in to your

   RazorpayX Dashboard

   as the Owner or Admin.
2. Navigate to My Account & Settings → Workflows and disable the Workflow on payouts done via API option.

Example Flow

Let us consider that you have set up a workflow where any payout above ₹10,001 has to be approved by the roles Finance L2 and Finance L3. You are trying to make a payout for ₹50,000 and your business account balance is ₹10,000.

Below is how the payout is created and approved:

No further action is required by you to process the payout. It follows the regular workflow. That is, it can either be processed or reversed.

Approve or Reject a Payout

You can approve or reject payouts only from the

Approve Payout

To approve a payout pending on you:

1. Log in to your

   RazorpayX Dashboard

   as the Owner or Admin.
2. Click Payouts from the left menu to open the Payouts Dashboard.
3. Click on the Payout/s whose status shows pending. A pop-up page open to the right showing the payout details.
4. In that pop-up page, select ✓ APPROVE or x REJECT. Click ✓ APPROVE. The Approve Payout? pop-up appears.
5. Add a comment using + ADD COMMENT if necessary. Click NEXT.
6. Enter the OTP sent to your phone number or registered email address.

You have now approved the payout.

Reject Payout

To reject a payout pending on you:

1. Log in to your

   RazorpayX Dashboard

   as the Owner or Admin.
2. Click Payouts from the left menu to open the Payouts Dashboard.
3. Click on the Payout/s whose status shows pending. A pop-up page open to the right showing the payout details.
4. In that pop-up page, select ✓ APPROVE or x REJECT. Click x REJECT. The Reject Payout? pop-up appears.
5. Add a comment using + ADD COMMENT if necessary. Click NEXT.
6. Enter the OTP sent to your phone number or registered email address.

You have now rejected the payout.

Payouts Life Cycle

See:

Webhook Events

In addition to the

Related Information

• Manage Teams

• RazorpayX Fees and Taxes Information

• Two-Factor Authentication

• Credits and Free Payouts

• Chartered Accountant Portal