This article will walk through how to invite team members and advisors to your Relay account.
What's the difference between a 'team member' and an 'advisor'?
Team members are users who would be considered internal to your organization (an employee, business partner, virtual assistant, etc.).
Advisors are trusted persons who advise on the business as an external party (an accountant, bookkeeper, tax advisor, etc.).
There are different sets of permission levels available to team members and advisors. Please see the articles linked below for more information:
How to invite a team member or advisor to your Relay account (Web)
- Sign in to your Relay account.
- Navigate to the Team tab.
- Depending on who you're looking to invite, select Team or Advisors at the top of your screen.
- Click + Add new team member (or + Add new advisor).
- Enter the team member/advisor's email address, then choose their permission level.
- Check off the 'Request user address' box if you plan on sending your team member a physical Relay card.
- If you've selected a more restrictive permission level, select the checking/savings accounts you want this team member/advisor to have access to. This option will not appear if the permission level you've selected permits access to all accounts by default.
- Click Invite.
- The invited user will now receive an email from Relay inviting them to join your organization! They must accept their invite and create a login before they can view your organization within Relay.
How to invite a team member or advisor to your Relay account (Relay Mobile App)
- Sign in to the Relay app on your mobile device.
- Navigate to the Settings tab.
- Tap Team.
- Tap the plus (+) sign button at the top-right corner of your screen.
- Select the user type (Team member or Advisor).
- Enter the team member/advisor's email address, then choose their permission level.
- If you've selected a more restrictive permission level, select the checking/savings accounts you want this team member/advisor to have access to. This option will not appear if the permission level you've selected permits access to all accounts by default.
- Tap Invite.
- The invited user will now receive an email from Relay inviting them to join your organization! They must accept their invite and create a login before they can view your organization within Relay.
How to resend or cancel an invite (Web)
- Sign in to your Relay account.
- Navigate to the Team tab.
- Click on the team member/advisor whose invite you wish to resend or cancel.
- Click Resend at the top-right corner of your screen to send a new invite, or Cancel to delete the invite altogether.
How to resend or cancel an invite (Relay Mobile App)
- Sign in to the Relay app on your mobile device.
- Navigate to the Settings tab.
- Tap Team.
- Tap Resend under the team member/advisor's name to send a new invite, or Cancel to delete the invite altogether.
Cancelling an invite will remove the user from your Team page in Relay, and invalidate the link in the invite email. If you wish to re-invite this team member or advisor in the future using the same email address, you can still do so!
How long are invite links valid?
Invite links are valid for 4 weeks. If a team member/advisor has not accepted their invite within this timeframe, you can resend or delete the invite on Relay.
Who can invite team members or advisors to Relay accounts?
Team members with Administrator permissions can invite team members and advisors with any permission level. Managers can invite team members as well, but only with Cardholder, Deposit-only, or Read-only permission levels. Managers cannot invite advisors to Relay.
Advisors with Super Administrator or Administrator permissions can invite team members and other advisors to Relay, with any permission level.
What is a Super Administrator?
This is a permission level exclusive to advisors, which gives added access to manage company finances and integrations.