> ## Documentation Index
> Fetch the complete documentation index at: https://www.cashfree.com/docs/llms.txt
> Use this file to discover all available pages before exploring further.

# Access Management

> Frequently asked questions about managing team access, roles, and permissions in your Cashfree Payments account.

<AccordionGroup>
  <Accordion title="Can I assign multiple roles to a single user?">
    Yes. You can assign multiple roles to a single user by selecting multiple role checkboxes when inviting or editing the user. The permissions from all assigned roles are combined, giving the user access to all features permitted by any of the roles.

    When multiple roles are assigned, the **Permissions** section displays the combined permissions, making it easy to review the total access granted to the user.

    <iframe src="https://www.cashfree.com/devstudio/preview/pg/embed/faqFeedback?section=help%2Faccount%2Faccess-management%23-can-i-assign-multiple-roles-to-a-single-user" style={{ width: "100%", height: "65px", border: "none" }} title="FAQs feedback component" />
  </Accordion>

  <Accordion title="What happens when I disable a user?">
    When you disable a user, they immediately lose access to the Merchant Dashboard and can't log in. However, their user account, role assignments, and permission configuration are retained in the system.

    To restore access, use the **Enable or disable** toggle to re-enable the user. They regain access with their previous roles and permissions intact.

    Disabling is useful for temporary access suspension (for example, during employee leave) without the need to reconfigure permissions later.

    <iframe src="https://www.cashfree.com/devstudio/preview/pg/embed/faqFeedback?section=help%2Faccount%2Faccess-management%23-what-happens-when-i-disable-a-user" style={{ width: "100%", height: "65px", border: "none" }} title="FAQs feedback component" />
  </Accordion>

  <Accordion title="Can I edit default roles?">
    No. The five default roles (Developer, Operations, Manager, Admin, Support) are predefined by Cashfree Payments and can't be edited or deleted. These roles are designed to cover common use cases and maintain consistency across merchant accounts.

    If the default roles don't meet your requirements, you can create custom roles with the exact permissions you need. Custom roles can be assigned alongside default roles, and you can create as many custom roles as needed for your organisation.

    <iframe src="https://www.cashfree.com/devstudio/preview/pg/embed/faqFeedback?section=help%2Faccount%2Faccess-management%23-can-i-edit-default-roles" style={{ width: "100%", height: "65px", border: "none" }} title="FAQs feedback component" />
  </Accordion>

  <Accordion title="What is the difference between View and Manage permissions?">
    **View** permissions allow users to see information and access dashboards without making changes. Users with View permissions can:

    * View transaction lists and details
    * Access reports and analytics
    * See configuration settings
    * Download reports (read-only access)

    **Manage** permissions provide full access to modify and configure features. Users with Manage permissions can:

    * Perform all View actions
    * Create, edit, and delete items
    * Configure settings and parameters
    * Process transactions and approvals
    * Upload files and documents

    When designing roles or assigning permissions, grant Manage permissions only to users who need to make changes, and use View permissions for monitoring and reporting purposes.

    <iframe src="https://www.cashfree.com/devstudio/preview/pg/embed/faqFeedback?section=help%2Faccount%2Faccess-management%23-what-is-the-difference-between-view-and-manage-permissions" style={{ width: "100%", height: "65px", border: "none" }} title="FAQs feedback component" />
  </Accordion>

  <Accordion title="How do I request access to features I cannot see?">
    If you are unable to access certain features in the Merchant Dashboard, your current role or permissions may not include access to those features. To request access:

    1. Identify the specific feature or page you need to access.
    2. Contact your account administrator or the person who invited you to the Cashfree Payments account.
    3. Request that they update your role or add the necessary permissions through the User Management section.

    If you are unsure who manages your account, check the **Login History** page in the dashboard to identify users with Admin roles, or contact Cashfree Payments support for assistance.

    <iframe src="https://www.cashfree.com/devstudio/preview/pg/embed/faqFeedback?section=help%2Faccount%2Faccess-management%23-how-do-i-request-access-to-features-i-cannot-see" style={{ width: "100%", height: "65px", border: "none" }} title="FAQs feedback component" />
  </Accordion>

  <Accordion title="Is there a limit to the number of users I can add?">
    No. You can invite unlimited users to your Cashfree Payments account at no additional cost.

    Follow the principle of least privilege and only grant access to users who require it for their job functions.

    <iframe src="https://www.cashfree.com/devstudio/preview/pg/embed/faqFeedback?section=help%2Faccount%2Faccess-management%23-is-there-a-limit-to-the-number-of-users-i-can-add" style={{ width: "100%", height: "65px", border: "none" }} title="FAQs feedback component" />
  </Accordion>

  <Accordion title="Can I create role hierarchies or nested roles?">
    No. The access management system doesn't support role hierarchies or nested roles. Each role is independent and contains its own set of permissions.

    However, you can achieve similar functionality by:

    * Assigning multiple roles to a user, which combines the permissions from all assigned roles
    * Creating custom roles that include specific permission sets
    * Using role naming conventions to indicate the scope or level of access (for example, "Payment Gateway Viewer" and "Payment Gateway Manager")

    This approach provides flexibility while maintaining simplicity in role management.

    <iframe src="https://www.cashfree.com/devstudio/preview/pg/embed/faqFeedback?section=help%2Faccount%2Faccess-management%23-can-i-create-role-hierarchies-or-nested-roles" style={{ width: "100%", height: "65px", border: "none" }} title="FAQs feedback component" />
  </Accordion>

  <Accordion title="What happens to users when I delete a custom role?">
    You can't delete a custom role if it's currently assigned to any users. Before deleting a role, you must:

    1. Identify all users assigned to the role (visible in the Role Management section).
    2. Edit each user and either assign them a different role or remove the role assignment.
    3. After all users are reassigned, you can delete the custom role.

    This safeguard prevents accidental removal of user access and ensures that you consciously reassign permissions before deleting roles.

    <iframe src="https://www.cashfree.com/devstudio/preview/pg/embed/faqFeedback?section=help%2Faccount%2Faccess-management%23-what-happens-to-users-when-i-delete-a-custom-role" style={{ width: "100%", height: "65px", border: "none" }} title="FAQs feedback component" />
  </Accordion>

  <Accordion title="What should I do if a user didn't receive the invitation email?">
    If a user hasn't received the invitation email, try these solutions:

    1. **Check spam or junk folder**: Invitation emails sometimes get filtered. Ask the user to check their spam or junk mail folder.

    2. **Verify email address**: Ensure you entered the correct email address when inviting the user. Check for typos in the **User Management > Invited Users** section.

    3. **Resend invitation**:
       * Navigate to **Settings > Access Management > User Management**
       * Find the user in the **Invited Users** list
       * Select the ellipsis (⋮) icon and choose **Resend Invitation**

    4. **Email provider restrictions**: Some corporate email systems block automated emails. Contact your IT team to allowlist emails from `@cashfree.com` domains.

    5. **Wait and retry**: Email delivery can sometimes be delayed. Wait 10-15 minutes before resending.

    If the issue persists, contact Cashfree Payments support with the user's email address.

    <iframe src="https://www.cashfree.com/devstudio/preview/pg/embed/faqFeedback?section=help%2Faccount%2Faccess-management%23-what-should-i-do-if-a-user-didnt-receive-the-invitation-email" style={{ width: "100%", height: "65px", border: "none" }} title="FAQs feedback component" />
  </Accordion>

  <Accordion title="Why can't a user see features after I assigned them a role?">
    If a user can't access expected features after role assignment, try these solutions:

    1. **Verify role permissions**:
       * Navigate to **Settings > Access Management > User Management**
       * Find the user and select **View details**
       * Review the enabled permissions to ensure they include the needed features

    2. **Check for account-specific restrictions**:
       * If using multiple accounts, verify the user has access to the correct account
       * Review the **Select Account for Payouts or VRS** settings for the user

    3. **Ask user to log out and log back in**:
       * Permission changes may require a fresh login session
       * User should log out completely and log back in

    4. **Clear browser cache**:
       * Ask the user to clear their browser cache and cookies
       * Try accessing the dashboard in an incognito/private browser window

    5. **Verify role assignment was saved**:
       * Check that you selected **Update User** or **Invite New User** after making changes
       * Confirm the role appears in the user's details

    6. **Review combined permissions**:
       * If the user has multiple roles, ensure none of them conflict
       * Check that the required permission isn't restricted by product activation status

    If features remain inaccessible, verify that the specific product (Payment Gateway, Payouts, etc.) is activated for your account.

    <iframe src="https://www.cashfree.com/devstudio/preview/pg/embed/faqFeedback?section=help%2Faccount%2Faccess-management%23-why-cant-a-user-see-features-after-i-assigned-them-a-role" style={{ width: "100%", height: "65px", border: "none" }} title="FAQs feedback component" />
  </Accordion>

  <Accordion title="Why does a user have more or less access than expected?">
    If a user has unexpected access levels or permission conflicts, try these solutions:

    1. **Understand permission combining**:
       * When a user has multiple roles, all permissions are combined (additive)
       * If any role grants a permission, the user has that permission
       * Manage permissions override View permissions

    2. **Review all assigned roles**:
       * Navigate to **Settings > Access Management > User Management**
       * Select the user and click **View details** or **Edit details**
       * Check all assigned roles and direct permissions

    3. **Check for direct permission assignments**:
       * Users may have both role-based and direct permissions
       * Review the **Direct Permission Assignment** section in the user's details

    4. **Remove conflicting roles**:
       * If a user has too many permissions, remove unnecessary roles
       * Edit the user and uncheck roles that provide broader access than needed

    5. **Use custom roles for precise control**:
       * Instead of combining multiple default roles, create a custom role with exactly the needed permissions
       * This provides clearer access control and easier management

    6. **Audit recent changes**:
       * Check the **Login History** page to see recent permission changes
       * Review who made changes and when

    For complex permission scenarios, document your intended access structure before making changes, and test with a single user before broad deployment.

    <iframe src="https://www.cashfree.com/devstudio/preview/pg/embed/faqFeedback?section=help%2Faccount%2Faccess-management%23-why-does-a-user-have-more-or-less-access-than-expected" style={{ width: "100%", height: "65px", border: "none" }} title="FAQs feedback component" />
  </Accordion>

  <Accordion title="Why can't I delete or edit a role?">
    If you're unable to delete or modify a custom role, try these solutions:

    1. **Check for assigned users**: You can't delete a role that's currently assigned to users. See [What happens to users when I delete a custom role?](#what-happens-to-users-when-i-delete-a-custom-role) for the complete process.

    2. **Default roles can't be edited**: See [Can I edit default roles?](#can-i-edit-default-roles) for information about editing system-defined roles.

    3. **Verify admin permissions**: Ensure your account has the Admin role or equivalent permissions. Only users with role management permissions can edit or delete roles.

    4. **Check active sessions**: If a user with the role is currently logged in, wait for their session to end or ask active users to log out, then try again.

    <iframe src="https://www.cashfree.com/devstudio/preview/pg/embed/faqFeedback?section=help%2Faccount%2Faccess-management%23-why-cant-i-delete-or-edit-a-role" style={{ width: "100%", height: "65px", border: "none" }} title="FAQs feedback component" />
  </Accordion>

  <Accordion title="What should I do if the user invitation link is expired or not working?">
    If the invitation link is expired or not working when the user tries to accept it, try these solutions:

    1. **Resend the invitation**:
       * Navigate to **Settings > Access Management > User Management**
       * Find the user in **Invited Users**
       * Select the ellipsis (⋮) icon and choose **Resend Invitation**

    2. **Check invitation status**:
       * Invitations may have expiration periods
       * Verify the user appears in the **Invited Users** section (not already accepted or expired)

    3. **Create new invitation**:
       * If resending doesn't work, delete the old invitation
       * Send a new invitation to the same user

    4. **Verify email link integrity**:
       * Ensure the user clicked the full link from the email
       * Some email clients break long addresses across lines—ask user to copy/paste the entire address

    5. **Try different browser or device**:
       * The link may have browser compatibility issues
       * Ask the user to try a different browser or device

    <iframe src="https://www.cashfree.com/devstudio/preview/pg/embed/faqFeedback?section=help%2Faccount%2Faccess-management%23-what-should-i-do-if-the-user-invitation-link-is-expired-or-not-working" style={{ width: "100%", height: "65px", border: "none" }} title="FAQs feedback component" />
  </Accordion>

  <Accordion title="What is an account owner?">
    The account owner is the user who created the Cashfree Payments account. This is a system-level designation assigned automatically at account creation and cannot be assigned through the Merchant Dashboard. Only one account owner can exist per account at any time.

    <iframe src="https://www.cashfree.com/devstudio/preview/pg/embed/faqFeedback?section=help%2Faccount%2Faccess-management-faqs%23-what-is-an-account-owner" style={{ width: "100%", height: "65px", border: "none" }} title="FAQs feedback component" />
  </Accordion>

  <Accordion title="How do I transfer account ownership?">
    Account ownership can be transferred to another user on the account. Once transferred, the new user assumes all account owner permissions and the previous owner loses them.

    To transfer ownership, contact [Cashfree support](https://merchant.cashfree.com/merchants/landing?env=prod\&raise_issue=1) or reach out to your Cashfree Payments account manager with the registered email address of the user you want to transfer ownership to.

    <iframe src="https://www.cashfree.com/devstudio/preview/pg/embed/faqFeedback?section=help%2Faccount%2Faccess-management-faqs%23-how-do-i-transfer-account-ownership" style={{ width: "100%", height: "65px", border: "none" }} title="FAQs feedback component" />
  </Accordion>

  <Accordion title="How do I delete my Cashfree Payments account?">
    Account deletion cannot be initiated from the [Merchant Dashboard](https://merchant.cashfree.com/auth/login). To request deletion, contact your account manager by email. Your account manager coordinates with the Cashfree care team to process the request.

    <iframe src="https://www.cashfree.com/devstudio/preview/pg/embed/faqFeedback?section=help%2Faccount%2Faccess-management-faqs%23-how-do-i-delete-my-cashfree-payments-account" style={{ width: "100%", height: "65px", border: "none" }} title="FAQs feedback component" />
  </Accordion>
</AccordionGroup>