Once your firm is set up and verified on Relay you can start inviting clients! With this, you will be able to integrate client accounts to Xero or QuickBooks and assist in their banking needs all from your Relay portal.
To invite clients:
- Log into your Relay account.
- On the Clients page, click Add Client in the top right-hand corner.
- Fill in the client's details and click Next (*If you are an accountant or bookkeeper who would like to upload your client’s documents to their account on their behalf, please click here.)
An email invite will be sent to the client. The client will be sent to the registration page to open an account with Relay with the invite link. The client will need to provide the required documents to complete registration. To see the full list of required documents and information to open an account with Relay, click here.
You can get to the Clients page by clicking the three vertical dots in the bottom left-hand corner of the screen, next to your name and organization, and clicking Switch Client.
Resending or canceling invites:
Email invitation links will be valid for 4 weeks. If a client has not joined via the invite within the 4 weeks or can't find their invitation email, you can resend or cancel the invite.
On the Clients page, you have the option to select Resend or Cancel beside the email invite.
Canceling an invite will take the invite off the Clients bar and invalidate the link in the invite email. You will be able to use their same email to invite clients who were previously canceled.
Uploading a client’s documentation on their behalf:
- Log into your Relay account.
- On the Clients page, click Add Client in the top right-hand corner.
- Enter your own email address, with the addition of your client’s name after a plus sign (+) in the first half of your address. For example, if your email address is john@email.com, and your client’s business name is ‘Business’, you would enter the email john+business@email.com.
You will then receive the invitation email for this new client’s account at john@email.com, and you will be able to begin the set-up process by clicking on the link included in that email.
You will need to enter the client's information exclusively. Once all the client’s documents have been uploaded, you will be able to pass off control to your client.
To then pass off control to your client once registered, you can change the email address associated with the account to your client’s. Please see this article for more information on how to change an email address for an account that has already been created.
Once the email address has been changed to the client’s own, they can also then change the password. Please see this article for more information on how to change your password.
Things to know:
- An advisor's permission level will automatically be set to Administrator for the client's account when a client is invited.
- Permission levels can be adjusted at any time by the owners of the client account within the Team tab. To view different permission levels, please visit Advisor Permissions in Client Accounts and Business Team Member Permissions.
Questions? Get in touch with our Support Team at support@relayfi.com or 1 (888) 205-9304.