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	CA	Finance roles	Operations	View Only
Create Contact	✓	✓	x	✓	✓	x
Create Fund Account	✓	✓	x	✓	x	x
Create Payouts	✓	✓	x	✓	x	x
Approve-Reject Payouts	✓	✓	x	✓	x	x
View Payouts	✓	✓	x	✓	✓	✓
View Transactions	✓	✓	x	✓	x	✓
Download Reports	✓	✓	✓	✓	x	✓
Developer Controls	✓	✓	x	x	x	x
Manage Team	✓	x	x	x	x	x
View Billing (invoices)	✓	✓	✓	x	x	x
Create Payout Links	✓	✓	x	✓	✓	x
View Payout Links	✓	✓	x	✓	✓	✓

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🔗

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

Handy Tips
Only the account owner can assign roles to users.

To add a user:

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

Users are informed about the invitation via email.

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🔗

Watch this video to see how to 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 & Settings → User 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.

Manage Teams