Advisor Permissions in Client Accounts

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:

Advisors

Advisor Definition

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.

Administrator

Administrators can perform all of the same functions as a super administrator, except they cannot add funds nor make one-time payments.

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.

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.

Read-Only

Read-Only advisors can view all team members, cards, and transactions, though they have no abilities in the account.

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.