To create a merchant account,
Fill in the details and click SIGN UP.
The verification email is sent to your email provided during sign up. Click the verification link in the email.
After successful verification, sign in to the Merchant home page using your credentials.
By default, you are in the production environment. Click SWITCH TO TEST to access the test environment.
You must activate your account to access the production environment and accept payments from customers. To activate the account, you must first fill in details about your business and upload the required documents. Follow the steps below:
Sign in to the Merchant home page and click ACTIVATE on the desired product.
Fill in the details and click SUBMIT. These details will be sent for verification.
Information to be provided as part of the activation process:
Fill in the details of your business, like, website, merchant name, and the organisation type.
2. Provide your registered business address.
Step 3: Provide business details such as CIN, GSTIN, business, and PAN details.
4. Provide the business bank details to which Cashfree settles your funds.
5. Upload business documents. Once you upload the required documents, click SUBMIT.
6. Review the details click SUBMIT to complete the activation process.
On completion of the activation process, the status changes to "IN REVIEW" for verification.
After successful verification, you can access the production environment for your business transactions.
My Account section gives you control of overall activities around your account. You can control some of the basic account settings, two-factor authentication, security preferences, configure email notifications, manage users/aliases to provide access to the dashboard and monitor login history.
You to view your profile information and update your password in the Account Settings section.
Cashfree's Two-Factor Authentication is a method to confirm user claimed identities by using a combination of two different factors: Sign in password and OTP. By default, Cashfree uses SMS OTP for authentication. You can enable an alternate mechanism from the settings tab.
The email notification feature allows you to receive updates on Cashfree product releases. You can enable or disable the notifications. Also, you can add a maximum of 5 emails to receive the updates.
You can add users to access your account, and also control the permissions.
To add a new alias,
Select your product > click User/Alias > click NEW ALIAS.
Provide the Username, alias Name, Country, Phone, and Password.
Select the status Active or Inactive for the new alias.
Click CREATE ALIAS.
You can change the status of the alias to Active or Inactive. To change the status of an alias, click the Status dropdown, and select the required status.
To reset the password for an alias user,
Click the reset password icon in the Password field.
Provide a new password or you can auto-generate the password.
Click RESET PASSWORD.
To remove an alias, click the delete icon, then select OK in the pop-up displayed.
You can manage users and control individual access to your account. You can provide explicit permissions to access Cashfree services. With product and feature level categorization, you can assign the desired set of permissions for users.
To set product level permissions,
1) Click the GO TO PERMISSION PAGE.
2) Select the product.
3) Select a permission category.
4) Enable/disable permissions.
By default, the permission expiry time will be set to Never. You can set an expiry date for each permission.
Below is the detailed list of permissions for payouts:
- Create/Edit/Delete Beneficiary
- Show Beneficiaries
- Create/Edit/Delete Beneficiary Group
- View Beneficiaries Group
- Bank Account Validation
- Show Transfers
- Initiate Quick Transfer
- Initiate Bulk Transfer
- Approve Quick Transfer
- Approve Bulk Transfer
- Download Transfer Report
- Reversed Transfers
- Internal Transfer
- Show Statement
- Download Statement
- Show Balance
- Withdraw Balance
- Download Invoice
- View Cashgram
- Create Cashgram
- Deactivate Cashgram
- Initiate Cashgram
- Approve Bulk Cashgram
- View Cashgram
- Download Cashgram Report
- View Whitelisted IPs
- Add New IP
- View App/Secret
- Create New App/Secret - Update Webhook
- View Preferences
- Update Preferences
By default, the security preference feature notifies you when:
There is a login from a new device or browser
A new user alias is created
An existing user alias is deleted
Additionally, we recommend you to enable two-factor authentication on login made from a new device or browser.
The devices tab allows you to keep a check on devices used by you and other users of your account to access the Cashfree merchant account.
The login history tab shows information regarding successful logins by you and other users added to your Cashfree merchant account.