Team member permissions

This article will outline the different team member permission levels on Relay. 

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 seven 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.

Permission level breakdown

Administrator

Administrators have all the business abilities available in Relay and have access to every checking/savings account in an overall business account. Business owners are automatically made Administrators when an account is approved.

Manager

Managers have more restricted abilities than those of 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.

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(s) are attached. For more information regarding a Cardholder's permission levels and what cards they can access, please see Individual and shared cards.

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.

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.