To create custom user roles in RazorpayX, you must:
Log in to your
Navigate to My Account and Settings → Manage Team → Roles & Permissions.
Scroll to CUSTOM ROLES and click + Create New Role. You can click on the templates to view the preset permissions. You can either:
- Duplicate a standard role/existing custom role from the templates available.
- Click + CREATE BLANK ROLE, as shown.
You cannot duplicate Owner and Admin roles.
For the new custom role, name the role and add a description. You can check and uncheck the checkboxes and choose the permissions, as shown below:
Click Save Role. Once the role is successfully created, you can invite a new team member to the role or update the role of an existing team member to the newly created role.
On sending the invite, this user will get access to your team via email as per the assigned role.