> ## Documentation Index
> Fetch the complete documentation index at: https://razorpay-881012b3.mintlify.site/llms.txt
> Use this file to discover all available pages before exploring further.

# Manage Team

> Manage your team, add or remove users and provide appropriate roles to control access on the Razorpay Dashboard.

<div style={{display:"flex",flexWrap:"wrap",alignItems:"center",gap:"0.35rem 0.9rem",border:"1px solid rgba(128,128,128,0.28)",borderRadius:"0.5rem",padding:"0.45rem 0.75rem",margin:"0 0 1.25rem",fontSize:"0.875rem"}}>
  <span style={{fontWeight:600}}>Available in</span>
  <span>🇮🇳 India</span>
  <span>🇸🇬 Singapore</span>
  <span>🇺🇸 United States</span>
</div>

Manage your team of users who can access the Dashboard. You can provide specific access to a user or a set of users.

**Example**

You need someone in your organisation to perform day-to-day operations such as handling refunds and settlements. In this case, you can give Dashboard access to a person and assign the **Operations** role. This limits their access to actions related to refunds and settlements only.

## Standard User Roles

There are some predefined user roles that you can assign to your team members. You can use these roles to limit a user's access to the Dashboard. Check each role and the permissions associated with it.

| Functionality / Roles                                 | Owner | Admin | Manager | Operations | Finance | Support |
| ----------------------------------------------------- | ----- | ----- | ------- | ---------- | ------- | ------- |
| Generate API Keys                                     | ✓     | ✓     | ✗       | ✗          | ✗       | ✗       |
| Create and manage webhooks                            | ✓     | ✓     | ✓       | ✗          | ✗       | ✗       |
| Manage Teams                                          | ✓     | ✗     | ✗       | ✗          | ✗       | ✗       |
| Update brand name                                     | ✓     | ✓     | ✗       | ✗          | ✗       | ✗       |
| Edit activation form details (including bank details) | ✓     | ✓     | ✓       | ✗          | ✓       | ✗       |
| View all transactions and settlements                 | ✓     | ✓     | ✓       | ✓          | ✓       | ✓       |
| Configure payment capture settings                    | ✓     | ✗     | ✓       | ✗          | ✗       | ✗       |
| Configure payment methods                             | ✓     | ✓     | ✓       | ✗          | ✗       | ✗       |
| Capture transactions                                  | ✓     | ✓     | ✓       | ✓          | ✗       | ✗       |
| Create refunds                                        | ✓     | ✓     | ✓       | ✓          | ✗       | ✗       |
| Create and manage Payment Links and Customers         | ✓     | ✓     | ✓       | ✓\*        | ✗       | ✗       |
| Create and upload batch files                         | ✓     | ✓     | ✓       | ✓          | ✓       | ✗       |
| Download and email reports                            | ✓     | ✓     | ✓       | ✓          | ✓       | ✓\*\*   |
| Install OAuth Apps                                    | ✓     | ✗     | ✗       | ✗          | ✗       | ✗       |

<Warning>
  **Watch Out!**

  * `*` - This role is limited to creating Payment Links only and does not have the authority to manage existing links or customers.
  * `**` - Monthly invoice reports excluded.
</Warning>

<AccordionGroup>
  <Accordion title="Owner">
    **Actions Allowed**

    * Generate API Keys
    * Create and manage webhooks
    * Manage Teams
    * Update brand name
    * Edit activation form details, including bank account details, before submission
    * View all transactions and settlements
    * Configure payment capture settings
    * Configure payment methods
    * Capture transactions
    * Create refunds
    * Create and manage Payment Links and Customers
    * Create and upload batch files
    * Download and email reports
    * Install OAuth Apps
  </Accordion>

  <Accordion title="Admin">
    **Actions Allowed**

    * Generate API Keys
    * Create and manage webhooks
    * Update brand name
    * Edit activation form details, including bank account details, before submission
    * Configure payment methods
    * View all transactions and settlements
    * Capture transactions
    * Create refunds
    * Create and manage Payment Links and Customers
    * Create and upload batch files
    * Download and email reports

    **Actions Not Allowed**

    * Manage Teams
  </Accordion>

  <Accordion title="Manager">
    **Actions Allowed**

    * Create and manage webhooks
    * Edit activation form details, before submission
    * Configure payment capture settings
    * Configure payment methods
    * View all transactions and settlements
    * Capture transactions
    * Create refunds
    * Create and manage Payment Links and Customers
    * Create and upload batch files
    * Download and email reports

    **Actions Not Allowed**

    * Generate API Keys
    * Manage Teams
  </Accordion>

  <Accordion title="Operations">
    **Actions Allowed**

    * View all transactions and settlements
    * Capture transactions
    * Create refunds
    * Create Payment Links
    * Create and upload batch files
    * Download and email reports

    **Actions Not Allowed**

    * Generate API Keys
    * Manage Teams
    * Edit activation form details, including bank account details, before submission
  </Accordion>

  <Accordion title="Finance">
    **Actions Allowed**

    * Edit activation form details, before submission
    * View all transactions and settlements
    * Create and upload batch files
    * Download and email reports

    **Actions Not Allowed**

    * Generate API Keys
    * Create and manage webhooks
    * Manage Teams
    * Capture transactions
    * Create refunds
    * Create and manage Payment Links and Customers
  </Accordion>

  <Accordion title="Support">
    **Actions Allowed**

    * View all transactions and settlements
    * Download and email reports other than the monthly invoice report

    **Actions Not Allowed**

    * Generate API Keys
    * Create and manage webhooks
    * Manage Teams
    * Edit activation form details, including bank account details, before submission
    * Capture transactions
    * Create refunds
    * Create and manage Payment Links and Customers
    * Create and upload batch files
    * Access monthly invoice report
  </Accordion>
</AccordionGroup>

<Info>
  **Handy Tips**

  A team member can be assigned only one role, as each role is tied to a specific email address. A user can have multiple roles if they have different email addresses.
</Info>

<AccordionGroup>
  <Accordion title="Invite a Registered User">
    1. Log in to the Dashboard.
    2. Navigate to the **Account & Settings** → **Business settings** and click **Manage Team**.
    3. Click **Invite New Member**.
    4. Type in the email address of the user whom you want to invite. Select a role from the drop-down list.
    5. Click **Send Invitation** to invite the user. A list of accepted and pending invitations is displayed on the same page.
    6. Click **Resend** to re-invite the user or **Cancel** to cancel the invitation.
  </Accordion>

  <Accordion title="Accept Invite - Existing User">
    To accept an invitation:

    1. Log in to the Dashboard.
    2. Navigate to the **Account & Settings** → **Business settings** and click **Invitations**.
    3. Click **Accept** next to the invite.

    <Info>
      **Switching Accounts**

      After accepting the invite, the invited user can switch between their and your account using the **Switch Merchant** option available on the Dashboard header.
      You cannot access their account unless they invite you to join their team.
    </Info>
  </Accordion>

  <Accordion title="Invite a New User">
    You can invite a user who is not registered with Razorpay to join your team. Such users are sent an invitation link via email.

    To invite a new user:

    1. Log in to the Dashboard.
    2. Navigate to the **Account & Settings** → **Business settings** and click **Manage Team**.
    3. Click **Invite New Member**.
    4. Enter the member's email id and select the user role to be assigned.
    5. Click **Send Invitation**.
  </Accordion>

  <Accordion title="Update Role of a User">
    You can change the user's role after the invitation is sent to the user or after the invitation is accepted by the user.

    To update a user's role:

    1. Log in to the Dashboard.
    2. Navigate to the **Account & Settings** → **Business settings** and click **Manage Team**.
    3. Select the new role for the user from the drop-down.
    4. Click **Update**.
  </Accordion>

  <Accordion title="Remove a User">
    You can remove a user from your team to remove their complete access from your Dashboard.

    To remove a user from your team:

    1. Log in to the Dashboard.
    2. Navigate to the **Account & Settings** → **Business settings** and click **Manage Team**.
    3. Click **Remove** to remove a user from the **Team Member** list. Once removed, the user can no longer access your Dashboard.
    4. Click **Cancel** to remove a user from the **Pending Invitations** list.
  </Accordion>

  <Accordion title="Enable 2-Step Verification (2FA at Team Level)">
    You can set 2-step verification for your entire team for enhanced security and protection of your Dashboard data thus preventing malicious attacks or misuse of your sensitive business data.

    To enable 2-step verification for your team:

    1. Log in to the Dashboard.
    2. Navigate to the **Account & Settings** → **Business settings** and click **Manage Team**.
    3. Enable the **2-Step Verification to the team** option.
    4. Enter the OTP sent to your registered mobile device. (This step is not required if you had already performed OTP verification during login.)
    5. Enter your account password and confirm.

    You have now set up 2FA for your entire team.
  </Accordion>
</AccordionGroup>

## Frequently Asked Questions (FAQs)

<AccordionGroup>
  <Accordion title="What to do if a user account is locked?">
    If a user enters the wrong OTP 9 times, their account will be locked for security reasons. In such scenarios, the user should contact their respective account owner. The account owner can unlock the users' accounts.
  </Accordion>

  <Accordion title="What to do if a user loses their mobile device?">
    If a user loses their mobile device, they should reach out to their respective account owner. The account owner can **Invalidate 2FA** for the user, that is reset 2FA for the user. The user will be asked to enter their mobile number the next time they log in to the Dashboard.
  </Accordion>

  <Accordion title="What to do if the account owner is locked?">
    If you are the account owner and have entered the wrong OTP 9 times, your account will be locked for security reasons. In such scenarios, [Support team](https://razorpay.com/us/support/) to **Reset 2FA** for your account.
  </Accordion>

  <Accordion title="What to do if the account owner loses their mobile device?">
    If you are the account owner and have lost your mobile device,  [Support team](https://razorpay.com/us/support/) to **Reset 2FA** for your account.
  </Accordion>
</AccordionGroup>