Skip to main content

UPI Wallet Setup

For admins, this article covers how you can setup UPI wallet limit and accesses for team members.

Pazy avatar
Written by Pazy
Updated over 6 months ago

Pazy users with Banking privileges will be able to see Banking >> Pazy wallet here: https://app.pazy.io/banking/wallet

Pazy Wallet Dashboard

Wallet dashboard is the place where you can track centralised wallet balance, transactions and configure member limits.

Wallet Admin

Only wallet admins can authorise members with UPI access from Pazy mobile app and can set/modify member limits.

Authorising team members with UPI limits

You can create controls with

  1. Amount & time based limit - daily/weekly/monthly, where limit gets resets at the end of timeframe. e.g. - If a user was permitted with a weekly limit of 10,000 and end of day (Sunday) his/her exhausted limit is 7,000. Monday morning, limit will be again restored to 10,000 automatically.
    ​

  2. Per transaction limit - Apart from a time based limit, you can also set a maximum amount per transaction.
    ​

  3. Supporting documents - You can also restrict users to make transaction if supporting documents are not provided. In this case, transactions will not be allowed.. even if they have an available limit

Did this answer your question?