Inviting and assigning firm staff to clients

If you are an accountant or bookkeeper with a firm account on Relay, you can add team members to your firm's account and assign them to clients; you can also assign different permission levels depending on their tasks.

For an overview of all the available permission levels, please see Advisor permissions in client accounts.

Inviting firm staff to Relay

1. Sign in to your Relay account on your desktop.
2. Click My Team at the top of your Partner Portal screen.
3. Click Invite Staff on the right-hand side of your screen.
4. Enter the team member’s email and select their level of access (Administrator or Staff). Learn the difference here.
5. Click Invite.
6. An email will be sent to the invited staff member. Once they create their Relay account, you can start assigning clients to them.

Assigning staff to clients

1. Sign in to your Relay account on your desktop.
2. Click My Team at the top of your Partner Portal screen.
3. Click on the down arrow to the far-right side of the staff member's name.
4. Click + Add Client.
5. Select the client you wish to assign the staff member to, then select their permission level.
6. Click Assign.
7. Once a staff member is assigned a client, their assigned clients and permission levels will be displayed in their drop-down menu from step 3 above.
8. You can delete staff connections to client accounts by clicking on the trash icon to the far-right of each client listed under that staff member.

How do I invite my clients to Relay?

For detailed instructions on how to invite your clients to Relay, please see Inviting clients to Relay.