- 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.
- 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:Log in to your [RazorpayX Dashboard](https://x.razorpay.com/).
Navigate to **My Account and Settings** → **Team Management** → **U...
Select the group type, that is, Departments and click **+ Departmen...
Enter the name and description of the department and select **Head...
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:Log in to your [RazorpayX Dashboard](https://x.razorpay.com/).
Navigate to **My Account and Settings** → **Team Management** → **T...
Enter the team member details and select a department and **Reporti...
Select the role to be assigned to the user or [**+ Create New Role*...
Enter the OTP sent to your registered mobile number and click **Ver...
Resend Invite
To resend an invite, you must:Log in to your [RazorpayX Dashboard](https://x.razorpay.com/).
Navigate to **My Account and Settings** → **Team Management** → **T...
Hover over the user to who you want to resend the invite. Click on...
Remove Invite
To delete an invite, you must:Log in to your [RazorpayX Dashboard](https://x.razorpay.com/).
Navigate to **My Account and Settings** → **Team Management** → **T...
Hover over the user you want to remove. Click on the Vertical Ellip...
Edit/Update User Details, Role or Department
To edit a user’s details, role or group, you must:Log in to your [RazorpayX Dashboard](https://x.razorpay.com/).
Navigate to **My Account and Settings** → **Team Management** → **T...
Hover over the user whose information you wish to edit. Click on th...
You can edit any of the details except the Work Email ID of the use...
Remove a User
To remove a user, you must:Log in to your [RazorpayX Dashboard](https://x.razorpay.com/).
Navigate to **My Account and Settings** → **Team Management** → **T...
Hover over the user to be deleted. Click on the Vertical Ellipsis *...
Click **Remove**. Review and click **Got it**.
Workflows
Two types of workflows are available:- Workflow based on group types.
- Workflow based on amount based on roles.