In Relay, business owners can grant advisors access to their accounts. You can visit this article for more information on inviting advisors.
Advisors have their own log-in information, and the functions that an advisor can perform (the advisor’s permissions) can be modified and managed from the business owner’s account.
When adding a new advisor to a Relay business account, the business owner must also choose the advisor’s permissions.
Below is a breakdown of the five different permission levels for advisors in Relay:
Super Administrator
Super Administrators can perform most of the same functions as a business owner. Please note, only beneficial owners of a business can set their advisors’ permissions to Super Administrator.
They can:
- Add Funds
- Move Money to an external account
- Transfer Funds between Checking Accounts
- Set up Xero or Quickbooks Integrations
- Deposit Checks on the Relay Mobile App
- Create ACH/Wire/Check Payments
- Set Bill Approval Rules
- Approve Bills
- Make Bill Payments
- View all ACH, Wire, Check, and Card Transaction
- Add Team Members and Advisors
- View all Team Members
- Issue Cards
- View all Cards
- Download Statements
- Download Bank Verification Letters
They cannot:
- Make Card Payments
Administrator
Administrators can perform all of the same functions as a super administrator, except they cannot add funds nor make one-time payments.
They can:
- Make Bill Payments
- Transfer Funds between Checking Accounts
- Add Team Members and Advisors
- View all Team Members
- Set up Xero or Quickbooks Integrations
- Deposit Checks on the Relay Mobile App
- View all ACH, Wire, Check and Card Transactions
- Issue Cards
- View all Cards
- Download Statements
- Download Bank Verification Letters
They cannot:
- Move Money to an external account
- Create ACH/Wire/Check Payments
- Add Funds
- Make Card Payments
- Set Bill Approval Rules
- Approve Bills
NOTE: When a firm invites a new client to Relay, the advisor will be assigned the Administrator permission level by default. For more information on how to edit permission levels once an account has been created, please see this article.
Manager
Managers can view all account activity and can make bill payments, though they have far reduced abilities compared to Super Administrators and Administrators.
They can:
- View all Cards
- View all Team Members
- Make Bill Payments
- Set up Xero or Quickbooks Integrations
- View all ACH, Wire, Check and Card Transactions
- Download Statements
- Download Bank Verification Letters
They cannot:
- Move Money to an external account
- Issue Cards
- Create ACH/Wire/Check Payments
- Add Funds
- Transfer Funds between Checking Accounts
- Add Team Members or Advisors
- Deposit Checks on the Relay Mobile App
- Make Card Payments
- Set Bill Approval Rules or Approve Bills
Bill Payer
Bill Payers can set up integrations with Xero and Quickbooks, make bill payments, and view all transactions, though they have no other abilities.
They can:
- Make Bill Payments
- Set up Xero or Quickbooks Integrations
- View all ACH, Wire, Check and Card Transactions
- Download Statements
They cannot:
- Move Money to an external account
- Issue Cards
- View any Cards
- Make ACH/Wire/Check Payments
- Add Funds
- Transfer Funds Between Checking Accounts
- Add Team Members or Advisors
- View other Team Members
- Deposit Checks on the Relay Mobile App
- Make Card Payments
- Set Bill Approval Rules or Approve Bills
- Download Bank Verification Letters
Read-Only
Read-Only advisors can view all team members, cards, and transactions, though they have no abilities in the account.
They Can:
- View any Cards
- View other Team Members
- View all ACH, Wire, Check and Card Transactions
- Download Statements
They cannot:
- Move Money to an external account
- Issue Cards
- Make ACH/Wire/Check Payments
- Make Bill Payments
- Set Bill Approval Rules or Approve Bills
- Add Funds
- Transfer Funds Between Checking Accounts
- Add Team Members or Advisors
- Set up Xero or Quickbooks Integrations
- Deposit Checks on the Relay Mobile App
- Make Card Payments
- Download Bank Verification Letters
Permission levels can also be edited once an advisor has set up their account. This can be done by business owners, and by Super Administrator and Administrator-level advisors. For more information on editing permission levels, please see this article.
Staff members of accounting or bookkeeping firms can also have their permission levels set within the account of their own firm. Accountants or bookkeepers looking for more information on adding advisor team members to their firm can visit this article, while more information on the permissions available to them can be found in this article.
There are also permission levels for businesses which grant account access to non-owner team members. For more information on employee permission levels within a business, please see this article.
Questions? Get in touch with our Support Team at support@relayfi.com or 1 (888) 205-9304.