> ## 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.

# Account Overview

> Set up, activate, and manage your Cashfree Payments account, covering onboarding, KYC verification, team access, and account operations.

Merchants can create a Cashfree Payments account to process payments, send payouts, and verify customers or bank accounts. This page covers sign-up and activation, managing account details, managing team members and role-based permissions, and related operations.

When setup is complete, the [Merchant Dashboard](https://merchant.cashfree.com/auth/login) can be used to perform a wide range of functions according to business needs.

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  <iframe height="150" width="100%" class="shadow-2xl rounded-md" src="https://www.youtube.com/embed/zuDoe4wDYQ0?si=3EcSxPsrFQUToKle&enablejsapi=1" title="Account creation process" frameborder="0" allow="accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture; web-share" referrerpolicy="strict-origin-when-cross-origin" allowfullscreen />
</div>

## Set up and manage your account

The account setup process is streamlined into clear actions. Follow these guides to activate your account and configure your business profile.

<CardGroup cols={2}>
  <Card title="Create an account" href="/help/account/account-activation" icon="clipboard-check">
    Step-by-step guidance on sign-up, KYC verification, entity-wise checklists, and tracking your activation status.
  </Card>

  <Card title="View required documents" href="/help/account/account-activation#required-documents" icon="file-lines">
    See which documents you need for activation by entity type and line of business.
  </Card>

  <Card title="Manage your account" href="/help/account/account-management" icon="user-gear">
    Update business profile, banking details, and settlement preferences.
  </Card>

  <Card title="Manage team access" href="/help/account/access-management" icon="users">
    Invite team members and assign role-based permissions to secure your account.
  </Card>
</CardGroup>

## Support and resources

Use these resources to understand pricing, account onboarding, and answers to common questions, or review legal agreements.

* [Account help](/help/account/faq): Find answers to frequently asked questions about your profile, two-factor authentication, notifications, and day-to-day account operations.
* [Onboarding and activation](/help/onboarding-related/onboarding-faqs): Common questions about sign-up, account activation, and which documents you need by entity type and business category.
* [Pricing and fees](/help/account/pricing): Clear information on transaction fees, settlement rates, and pricing for different payment methods.
* [Terms and policies](/help/account/termsandcondition): Review the terms of service, legal requirements, and privacy policies for using Cashfree Payments.

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    <span>Related topics</span>
  </p>

  <ul>
    <li><a href="/docs/help/account/account-activation">Account Activation</a></li>
    <li><a href="/docs/help/onboarding-related/onboarding-faqs">Onboarding FAQs</a></li>
    <li><a href="/docs/help/account/faq">Account FAQs</a></li>
    <li><a href="/docs/payments/online/resources/sandbox-environment">Sandbox environment</a></li>
    <li><a href="https://merchant.cashfree.com/merchants/signup">Cashfree sign up</a></li>
  </ul>
</div>