Team member permissions

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

For instructions on how to invite team members to your Relay account, please see Inviting team members and advisors to Relay.

There are six different permission levels for team members in Relay; a team member's permission level will be assigned to them when they're invited to join an account.

Compare Team Member Permissions

Select roles below to see a direct comparison of their permissions, or use the Show all permissions button to view all roles at once.

Adding additional business owners

For more information on how to add additional business owners to your Relay account, who weren't already added during registration, please see Adjusting your business ownership structure.

Which permission levels can receive payments?

The names under which payments can be received are not determined by a user's permission level. Payments can only be received under the name of the beneficial owner(s) on file, the business name, or any Doing Business As (DBA) name as it appears in Relay.

Can you edit permission levels?

Yes, once a team member has set up their account, you can edit a user's permission level by following the steps outlined in this article.

What about my accountant or bookkeeper?

Permission levels vary for team members and advisors (e.g., your accountant or bookkeeper). For more information on advisor permissions, please see Advisor permissions in client accounts.