After you have successfully created an account with Cashfree, the next step is to activate your account. To initiate account activation, you must first verify your email ID.
The verification email is sent to your email provided during sign up. Click the verification link in the email to verify your account.
After successful verification, sign in to the Merchant home page using your credentials.
By default, you are in the test environment. Click SWITCH TO PRODUCTION to access the live 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 information about your business, bank details to process settlements and to manage payouts, and KYC information. These details will be sent for verification. The status changes to "IN REVIEW" for verification.
After successful verification, you can access the production environment for your business transactions.
Information to be provided as part of the activation process is available below.
If your business address and GST registered address are different, clear the checkbox in the above screen and enter the GST registration address.
The KYC information required differs based on the business type selected.
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 add a maximum of 5 emails and easily enable/disable the notifications.
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.