User Groups

Create teams, departments or groups based on location and other custom categories for data privacy, custom approval workflows and better coordination.

Available in🇮🇳 India

You can create separate group types for users based on your organisations’ need. For example, these group types can be:

• Teams that work for you, like Product, IT, Sales.
• Stores pan-India like Chennai, Kolkata, Hyderabad.
• Departments like Marketing, HR, Finance.
• Regions like South Bangalore, East Bangalore.
• Locations like MG Road, Koramangala, Whitefield and so on.

Raise a support ticket to set up a group type based on your requirement for your MiD. Once the group types have been created, you can navigate to Accounts & Settings → Team Management → User Groups → to view group types, groups, members and perform Dashboard actions. You can add groups under the group types and invite users.

Advantages

• Data privacy: Currently, you can make a setting for your team member to either view their own data or the entire organisation’s data.
• Customised Approval Workflows: We can create different levels of management and set up workflows according to your needs, for better administration. With this feature you can maintain your hierarchy while standardising and supervising the process across your employees, on one dashboard.
• Time Saving: Each team need not spend time setting up their own process and tools. Everyone can follow the standardised set.
• End-to-end data in one place: You get full financial control with the availability of data and download reports for easy tracking and verification. You can also download data based on group type. For example, data for a particular team or department.

To understand the Dashboard actions, assume that an organisation, Acme Corp., has asked RazorpayX to create two user group types for them:

• Teams
• Departments

Add a Group

You can add groups one by one or request RazorpayX to create the groups.

To add a group, in this case, a department, you must:

1. Log in to your RazorpayX Dashboard.
2. Navigate to My Account and Settings → Team Management → User Groups.
3. Select the group type, that is, Departments and click + Department.
4. Enter the name and description of the department and select Head of Department from list of Team Members.
5. Click Create. A new group ‘Department’ is added successfully.

Add a User to a Group

If you require multiple roles, you can create multiple user roles based on your requirements and invite the users. You can also raise a request with us to create user groups in bulk, once you have created all the required roles.

To add a user to a group, in this case, a department, you must:

1. Log in to your RazorpayX Dashboard.
2. Navigate to My Account and Settings → Team Management → Team Members and click + Team Member.
3. Enter the team member details and select a department and Reporting Manager from the drop-down.
4. Select the role to be assigned to the user or + Create New Role. Review the permissions and click Send Invite.
5. Enter the OTP sent to your registered mobile number and click Verify & Invite.

You have successfully sent an email invite to your team member. They can Accept Invite via their email.

Resend Invite

To resend an invite, you must:

1. Log in to your RazorpayX Dashboard.
2. Navigate to My Account and Settings → Team Management → Team Members.
3. Hover over the user to who you want to resend the invite. Click on the Vertical Ellipsis ⋮ → Resend Invite.

You have successfully sent an email invite to your team member. They can Accept Invite via their email.

Remove Invite

To delete an invite, you must:

1. Log in to your RazorpayX Dashboard.
2. Navigate to My Account and Settings → Team Management → Team Members.
3. Hover over the user you want to remove. Click on the Vertical Ellipsis ⋮ → Remove Invite.

This user is no longer invited to join your team.

Edit/Update User Details, Role or Department

To edit a user’s details, role or group, you must:

1. Log in to your RazorpayX Dashboard.
2. Navigate to My Account and Settings → Team Management → Team Members.
3. Hover over the user whose information you wish to edit. Click on the Vertical Ellipsis ⋮ → Edit.
4. You can edit any of the details except the Work Email ID of the user. Once the changes are made, review and click Save Changes.

You have successfully updated the details of the user.

Handy Tips

You can navigate to My Account and Settings → Team Management → Roles & Permissions to edit the permissions for different roles.

Remove a User

To remove a user, you must:

1. Log in to your RazorpayX Dashboard.
2. Navigate to My Account and Settings → Team Management → Team Members.
3. Hover over the user to be deleted. Click on the Vertical Ellipsis ⋮ → Remove Member.
4. Click Remove. Review and click Got it.

The user is removed.

Watch Out!

• Any approval requests raised by the reportees of a deleted user might be blocked as the reportees do not have a manager assigned on the Dashboard.
• If the deleted user has pending approvals or is a part of the existing workflows, the approval requests might get blocked.
• Ensure to modify workflows and re-assign managers after deleting a user, if required.

Workflows

Two types of workflows are available:

• Workflow based on group types.
• Workflow based on amount based on roles.

You can contact us to set up, modify or remove workflow/s based on your requirements for POs, Invoices or Payouts.