Manage Team

When you register as a merchant on PhonePe, the role assigned to you by default is ‘Admin’. The Admin can add his/her team members/colleagues to access the dashboard and PhonePe Business App and also control the features accessible by them. Eg. You as an Admin might choose to share only reports and not transactions with your Finance Team.

The PhonePe Dashboard has different types of roles with access to different functionalities.

LEVEL 1: ADMIN

The Admin can access all sections of Dashboard - Transactions, Profile and Mapped QR Codes as well as trigger refunds on the Transaction Details Page. The Admin can see mapped QR codes and modify notification receivers for them.

Only the Admin can add new users to PhonePe Dashboard with the following roles.

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Only the Admin can add new users to PhonePe Insights with following roles.

LEVEL 2: FINANCE MANAGER

The Finance Manager can access settlement-related and transaction-related pages. S/he is authorized to refund an existing transaction and can also download settlement/transaction reports. S/he has permissions similar to the Admin, except, they cannot add/modify other user permissions or manage QR/POS devices.

LEVEL 3: MANAGER

The Manager can access the following sections of Dashboard - Transactions, Profile and Mapped QR Codes as well as trigger refunds on the Transaction Details Page. The Manager can see mapped QR codes and also modify notification receivers for them. However, a Manager cannot add/modify user permissions.

LEVEL 4: SUPERVISOR

The Supervisor can access following sections of the Dashboard - Transactions, Profile and Mapped QR Codes. The Supervisor cannot initiate a refund on the Transaction Detail page. S/he can view mapped QR Codes as well as modify notification receivers for them. The Supervisor does not have access to settlement-related data. An Supervisor also cannot add/edit user roles and permissions.

LEVEL 5: CASHIER

The Cashier can access the following sections of the Dashboard - Transactions, Profile and Mapped QR Codes. S/he cannot initiate a refund on the Transaction Detail page. The Cashier can see mapped QR Codes. The Cashier also does not have access to settlement-related data, and cannot add/edit user roles and permissions.

User roles: Overview

Steps to add a new user for Admin:

  1. Log into the PhonePe Dashboard
  2. Click Manage Users
  3. Click Add New User
  4. Enter name, contact number and email ID (eg - [email protected]) of the new user
  5. Select one of the following four roles for a new user - Finance Manager, Manager, Supervisor or Cashier
  6. Click Add User
  7. Click Yes to confirm
  8. The new user will receive a verification link on his/her email ID.
    The new user should click on the link, set a password and login to the dashboard.

Now, the new user can access PhonePe Dashboard in the assigned role.

Supporting Screens

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