Advisor permissions in client accounts

In Relay, business owners can grant advisors (e.g., accountants/bookkeepers) access to their accounts. For instructions on how to invite advisors to your Relay account, please see Inviting team members and advisors to Relay.

When an advisor is invited to join a business owner's Relay account, they will need to create their own unique login, and the functions that an advisor can perform (i.e., the advisor’s permissions) can be modified and managed by the business owner within their own account.

Below is a breakdown of the five different permission levels for advisors in Relay; an advisor's permission level will be assigned to them when a business owner invites them to their account.

Features	Super Administrator	Administrator	Manager	Bill Payer	Read-only
Create ACH, wire, and check payments	✅	⛔	⛔	⛔	⛔
Create payment requests	✅	⛔	⛔	⛔	⛔
Transfer funds between checking/savings accounts	✅	✅	⛔	⛔	⛔
Request payee information	✅	✅	✅	⛔	⛔
Make bill payments	✅	✅	✅	✅	⛔
Set bill approval rules and approve bills	✅	⛔	⛔	⛔	⛔
Add funds	✅	⛔	⛔	⛔	⛔
Set up Xero or QuickBooks integrations	✅	✅	✅	✅	⛔
Deposit checks on the Relay mobile app	✅	✅	⛔	⛔	⛔
Add team members and advisors	✅	✅	⛔	⛔	⛔
View all team members and advisors	✅	✅	✅	⛔	✅
Issue cards	✅	✅	⛔	⛔	⛔
Move money to linked external accounts	✅	⛔	⛔	⛔	⛔
View all cards	✅	✅	✅	⛔	✅
Be assigned as a Cardholder	⛔	⛔	⛔	⛔	⛔
Set Documentation Policy	✅	✅	⛔	⛔	⛔
Manage Expenses tab	✅	✅	✅	⛔	⛔
View all ACH, wire, check, and card transactions	✅	✅	✅	✅	✅
Download statements	✅	✅	✅	✅	✅
Download bank verification letters or tax forms	✅	✅	✅	⛔	⛔
Run W-9 reports	✅	✅	⛔	⛔	⛔

Permission level breakdown

Super Administrator

Super Administrators can perform most of the same functions as a business owner. Only beneficial owners of a business can set their advisor's permission to Super Administrator.

Administrator

Administrators can perform all of the same functions as a Super Administrator, except they cannot add funds or make one-time payments.

Please 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 Editing permission levels.

Manager

Managers can view all account activity and make bill payments, though their abilities are far more restricted compared to Super Administrators and Administrators. Please see the above table for specifics.

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, but cannot make any actions within the account on the owner's behalf (e.g., make payments, add funds, create cards, etc.).

Editing permission levels

For detailed instructions on how to edit a team member or advisor's permission level, please see Editing permission levels.

Managing your own staff as an accountant or bookkeeper

Staff members of accounting or bookkeeping firms can also have their permission levels set within their firm's account. 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.