This article shows you how to invite team members and advisors to securely collaborate on Relay.
Note: In the FAQ section, you can learn the difference between a Team Member and an Advisor.
Sections in this Article
- Inviting Team Members
- Inviting Advisors
- Resending or canceling invites
- Frequently Asked Questions (FAQ)
Inviting Team Members
1. Go to the Team tab once signed in.
2. Click Add new team member.
3. Type in their email and choose their Permission Level.
4. Select Request user address if you plan on sending them a physical card.
5. Select Invite.
Inviting Advisors
- Go to the Team tab in Relay.
- Click Advisors, then Add new advisor
3. Type in your advisor’s email and choose their Permission Level.
4. Select Request user address if you plan on sending them a physical card.
5. Select Invite.
Resending or canceling invites:
Select the email in the Team or Advisors bar you would like to resend or cancel the invitation for. On the top right-hand side of the screen, select either Resend or Cancel.
Note: Canceling an invite will take this invite off the Team or Advisor bar and invalidate the link in the invite email. You will be able to use the same email to invite members with previously canceled invites.
Frequently Asked Questions (FAQ)
- What is the difference between a Team Member and Advisor? A Team Member is internal to your organization (employee, business partner, Virtual Assistant, etc) and an Advisor is a trusted person who advises on the business as external member (bookkeeper, tax advisor, accountant, etc).
- What happens after I invite my Team Member or Advisor? An email invitation will be sent to them. When they click the invite link, they will be directed to set up their login credentials. Once they have logged in they will be ready to use Relay!
- Who can Invite Team Members? Administrators can invite team members and change permission levels. Managers can invite team members as Cardholders.
- What is the Super Administrator? This is a permission level exclusive to advisors, this gives added access to manage company finances and integrations.
- How long are invite links valid? 4 weeks. If a team member has not joined at this time, you can resend or delete the invite on Relay.