How to Give Your Team Members Access to Your Credit Account

Add team members to your Relay Visa® Credit Card account from the web or the Relay mobile app in under a minute. Access follows their assigned permission level.

What you need before you start

• Administrator access to your Relay account

• The team member already invited to your Relay account (see How to invite team members and advisors to your Relay account)

• An open Relay Visa® Credit Card account

How do I give a team member access to my credit account on the web?

Sign in to Relay, open the credit account's settings, and add the team member from your existing roster.

1. Sign in to your Relay account at relayfi.com.

2. Navigate to the Accounts tab.

3. Open your credit account.

4. Click the three vertical dots in the top-right corner.

5. Click Edit account settings.

6. Select the team member or members you want to add.

7. Click Save.

How do I give a team member access to my credit account on the Relay mobile app?

Open the Team section in Settings, choose the team member, and assign the credit account.

1. Sign in to the Relay app on your mobile device.

2. Navigate to the Settings tab.

3. Tap Team.

4. Select the team member you want to add.

5. Tap Account access.

6. Select the account or accounts you want them to have access to.

7. Tap Save.

Which team members can I add to my credit account?

You can add team members and advisors with Administrator, Manager, Cardholder, or Read-only permissions. The permission level you assigned when inviting them controls what they can do inside the credit account.

What can my team members see or do in my credit account?

Access depends on the permission level assigned to each team member. Refer to Team member permissions for a full breakdown of what Administrator, Manager, Cardholder, and Read-only can view, edit, or approve.

Can I remove a team member from my credit account after I've added them?

Yes. Follow the same steps for the web or the Relay mobile app, un-select the team member (web) or the credit account (mobile), and click Save. Removing credit account access does not remove the team member from your Relay account overall.

What if my team member hasn't been added to my Relay account yet?

Invite them first. Follow the steps in How to invite team members and advisors to your Relay account, then return to this article to give them credit account access.

Common issues

• The team member isn't showing up in the list. They haven't been invited to your Relay account yet, or the invite is still pending acceptance. Confirm in Settings > Team.

• Save button is greyed out. Make sure at least one team member is selected. On mobile, confirm you've toggled at least one account before tapping Save.

• The team member can't see the credit account after being added. Ask them to sign out and back in. Permission changes apply immediately, and the app view refreshes on next sign-in.

• You don't see the Edit account settings option. Only owners and Administrators can edit account access. If you're signed in as a Manager or Cardholder, ask an Administrator on your team to make the change.

Related articles

• How to invite team members and advisors to your Relay account

• Team member permissions

• Creating a new Relay Visa® Credit Card

• How to remove team members and advisors from your Relay account

• Overview of the Relay Visa® Credit Card

Talk to our Customer Experience team

If this article did not fully answer your question, our Customer Experience team is here to help.