Accounting and bookkeeping firms with multiple team members using Relay can modify the abilities (permissions) of each team member in their firm’s account.
A staff member’s permissions for their own firm's account are determined by the lead accountant or bookkeeper. To learn more about adding advisors, please visit this article. After an advisor has set up their account, their permissions can also be edited by the lead accountant or bookkeeper in the My Team tab of their Partner Portal.
Please note: An advisory staff member’s permissions for a client’s account are determined by the owners of that business, or by the lead accountant or bookkeeper. For more information on the permissions available for advisors in clients’ accounts, please visit this article.
Below is a breakdown of the two different permission levels for advisor-team members in Relay:
Administrators are able to add, view, update and delete all information in the firm’s Partner Portal. This includes adding and removing other staff members, managing which clients are included in their own Partner Portal, and uploading information on the accounting firm itself. Administrators can also modify their own notification settings.
Staff can view the client accounts to which they are assigned, and the business information of their own firm. They cannot add, update or delete any of these. Staff can also modify their own notification settings.