> ## Documentation Index
> Fetch the complete documentation index at: https://razorpay-60c89f9a-mintlify-audit-missing-sections-1778528421.mintlify.site/llms.txt
> Use this file to discover all available pages before exploring further.

# User Groups

> 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](/x/support#raise-a-new-request) 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](/x/support#raise-a-new-request) to create two user group types for them:

* Teams
* Departments

## Add a Group

You can add groups one by one or [request RazorpayX](/x/support#raise-a-new-request) to create the groups.

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

<Steps>
  <Step title="Log in to your [RazorpayX Dashboard](https://x.razorpay.com/).">
    Log in to your [RazorpayX Dashboard](https://x.razorpay.com/).
  </Step>

  <Step title="Navigate to **My Account and Settings** → **Team Management** → **U...">
    Navigate to **My Account and Settings** → **Team Management** → **User Groups**.
  </Step>

  <Step title="Select the group type, that is, Departments and click **+ Departmen...">
    Select the group type, that is, Departments and click **+ Department**.
  </Step>

  <Step title="Enter the name and description of the department and select **Head...">
    Enter the name and description of the department and select **Head of Department** from list of Team Members.
  </Step>

  <Step title="Click **Create**. A new group 'Department' is added successfully.">
    Click **Create**. A new group 'Department' is added successfully.
  </Step>
</Steps>

## Add a User to a Group

If you require multiple roles, you can [create multiple user roles](/x/manage-teams/create-user-role) based on your requirements and invite the users. You can also [raise a request](/x/support#raise-a-new-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:

<Steps>
  <Step title="Log in to your [RazorpayX Dashboard](https://x.razorpay.com/).">
    Log in to your [RazorpayX Dashboard](https://x.razorpay.com/).
  </Step>

  <Step title="Navigate to **My Account and Settings** → **Team Management** → **T...">
    Navigate to **My Account and Settings** → **Team Management** → **Team Members** and click **+ Team Member**.
  </Step>

  <Step title="Enter the team member details and select a department and **Reporti...">
    Enter the team member details and select a department and **Reporting Manager** from the drop-down.
  </Step>

  <Step title="Select the role to be assigned to the user or [**+ Create New Role*...">
    Select the role to be assigned to the user or [**+ Create New Role**](/x/manage-teams/create-user-role). Review the permissions and click **Send Invite**.
  </Step>

  <Step title="Enter the OTP sent to your registered mobile number and click **Ver...">
    Enter the OTP sent to your registered mobile number and click **Verify & Invite**.
  </Step>
</Steps>

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:

<Steps>
  <Step title="Log in to your [RazorpayX Dashboard](https://x.razorpay.com/).">
    Log in to your [RazorpayX Dashboard](https://x.razorpay.com/).
  </Step>

  <Step title="Navigate to **My Account and Settings** → **Team Management** → **T...">
    Navigate to **My Account and Settings** → **Team Management** → **Team Members**.
  </Step>

  <Step title="Hover over the user to who you want to resend the invite. Click on...">
    Hover over the user to who you want to resend the invite. Click on the Vertical Ellipsis **⋮** → **Resend Invite**.
  </Step>
</Steps>

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:

<Steps>
  <Step title="Log in to your [RazorpayX Dashboard](https://x.razorpay.com/).">
    Log in to your [RazorpayX Dashboard](https://x.razorpay.com/).
  </Step>

  <Step title="Navigate to **My Account and Settings** → **Team Management** → **T...">
    Navigate to **My Account and Settings** → **Team Management** → **Team Members**.
  </Step>

  <Step title="Hover over the user you want to remove. Click on the Vertical Ellip...">
    Hover over the user you want to remove. Click on the Vertical Ellipsis **⋮** → **Remove Invite**.
  </Step>
</Steps>

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:

<Steps>
  <Step title="Log in to your [RazorpayX Dashboard](https://x.razorpay.com/).">
    Log in to your [RazorpayX Dashboard](https://x.razorpay.com/).
  </Step>

  <Step title="Navigate to **My Account and Settings** → **Team Management** → **T...">
    Navigate to **My Account and Settings** → **Team Management** → **Team Members**.
  </Step>

  <Step title="Hover over the user whose information you wish to edit. Click on th...">
    Hover over the user whose information you wish to edit. Click on the Vertical Ellipsis **⋮** → **Edit**.
  </Step>

  <Step title="You can edit any of the details except the Work Email ID of the use...">
    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**.
  </Step>
</Steps>

You have successfully updated the details of the user.

<Info>
  **Handy Tips**
</Info>

You can navigate to **My Account and Settings** → **Team Management** → **Roles & Permissions** to [edit the permissions](/x/manage-teams/create-user-role#edit-custom-user-roles) for different roles.

## Remove a User

To remove a user, you must:

<Steps>
  <Step title="Log in to your [RazorpayX Dashboard](https://x.razorpay.com/).">
    Log in to your [RazorpayX Dashboard](https://x.razorpay.com/).
  </Step>

  <Step title="Navigate to **My Account and Settings** → **Team Management** → **T...">
    Navigate to **My Account and Settings** → **Team Management** → **Team Members**.
  </Step>

  <Step title="Hover over the user to be deleted. Click on the Vertical Ellipsis *...">
    Hover over the user to be deleted. Click on the Vertical Ellipsis **⋮** → **Remove Member**.
  </Step>

  <Step title="Click **Remove**. Review and click **Got it**.">
    Click **Remove**. Review and click **Got it**.
  </Step>
</Steps>

The user is removed.

<Warning>
  **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.
</Warning>

## Workflows

Two types of workflows are available:

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

You can [contact us](/x/support#raise-a-new-request) to set up, modify or remove workflow/s based on your requirements for POs, Invoices or Payouts.