Editing permission levels

This article will walk through how to edit team member and advisor permission levels.

Please note: only team members with Administrator permissions or advisors with Super Administrator permissions can edit other team members' or advisors' permissions.

How to edit team member permissions (Web)

1. Sign in to your Relay account.
2. Navigate to the Team tab.
3. Select Team in the top-left corner of your screen to adjust a team member's permission level or Advisors to update your accountant or bookkeeper's permission level.
4. Choose the team member whose permission level you want to edit, then click the green Edit button in the top-right corner of your screen.
5. Select the team member's new permission level.
6. If applicable, select the checking/savings account(s) that you would like this user to be able to access.
7. Click Save.

How to edit team member permissions (Relay Mobile App)

1. Open the Relay app on your mobile device.
2. Navigate to the Settings tab.
3. Select the Team tab.
4. Select Team at the top of your screen to adjust a team member's permission level or Advisors to update your accountant or bookkeeper's permission level.
5. Tap User information.
6. Use the Role drop-down to update their permission level.
7. Tap Save.

Team member vs. advisor permission levels

The functionalities associated with each permission level will vary for team members and advisors. Please see a full breakdown of team member permission levels here, and advisor permission here.