Team Member Permissions

This article will discuss different team member Permission Levels. 

Sections in this Article

• What are Permission Levels?
• Breakdown of Permission Levels
• Definition of Each Permission Level
• Frequently Asked Questions (FAQ)

What are Permission Levels?

Business owners who grant multiple employees access to their accounts can modify the abilities within the account (permissions) of each employee of their business.

A new team member’s permissions are determined by the business owner when adding their employee to Relay. To learn more about adding team members, please visit this article.

Breakdown of Permission Levels

Below is a breakdown of the seven different permission levels for employees in Relay:

Business owners/team members

Team Member Definition

Administrator

Administrators have all the business abilities available in Relay, and have access to every checking account in an overall business account. Business owners are automatically made Administrators.

Manager

Managers have reduced abilities from Administrators. They can make card payments, though no other forms. A Manager’s access can be restricted to specific checking accounts within an overall business account. This can be set in the Accounts tab when invited.

Bill Payer

Bill Payers also have reduced abilities from Administrators. They can make payments in all forms except card payments. A Bill Payer’s access can be restricted to specific checking accounts within an overall business account.

Bill Payer (Imported Bills Only)

Bill Payers (Imported Bills Only) have similar access to Bill Payers, except they can only make bill payments that have been imported from QuickBooks or Xero.  A Bill Payer’s (Imported Bills Only) access can be restricted to specific checking accounts within an overall business account.

Cardholder

A Cardholder's access is restricted to the specific checking accounts to which their card is attached.

Deposit-only

Deposit-only users have no abilities in an account, apart from depositing checks and downloading statements. A Deposit-only user’s access can be restricted to specific checking accounts within an overall business account.

Read-only

Read-only users have no abilities in an account, apart from downloading statements. They can view all payees and transactions.  A Read-only user’s access can be restricted to specific checking accounts within an overall business account.

Frequently Asked Questions (FAQ)

• Which Permission Levels can receive payments? None. Payments can only be received under the name of the beneficial owner(s), the business name, or any Doing Business As (DBA) as it appears in Relay.
• Can you edit Permission Levels? Yes, once the team member has set up their account. This can be done by business-team Administrators, and by Super Administrator and Administrator-level advisors. For more information on editing permission levels, please see this article.
• What about my accountant or bookkeeper? There are also permission levels for a business's advisors. For more information on advisor permissions, please see this article.