Firm account owners on Relay's Partner Portal can invite staff, choose their access level, and assign them to specific client accounts with the right permissions.
What you need before you start
A Relay firm account with Partner Portal access
Administrator access on your firm's account (Staff can be invited but cannot invite other team members)
Each new staff member's work email address
The list of client accounts you plan to assign to that staff member
How do I invite firm staff to Relay?
Send an invite from the Partner Portal's My Team page. The invitee creates their own Relay account, and once that's done you can start assigning clients to them.
Sign in to your Relay account on your desktop.
Click My Team at the top of your Partner Portal screen.
Click Invite Staff on the right side of your screen.
Enter the team member's email and select their level of access (Administrator or Staff).
Click Invite.
An email is sent to the invited staff member. Once they create their Relay account, you can start assigning clients to them.
What's the difference between Administrator and Staff access?
Administrator access gives full firm-level permissions, including the ability to invite other staff and manage every client assignment. Staff access is scoped to the client work you assign, and cannot invite new team members.
For the full breakdown of what each firm role can do, see Firm Member Permissions for Accountants and Bookkeepers on Relay.
How do I assign staff to a client account?
Assign clients from the same My Team screen. Pick the staff member, add one client at a time, and choose the permission level that staff member should have on each client account.
Sign in to your Relay account on your desktop.
Click My Team at the top of your Partner Portal screen.
Click the down arrow on the far-right side of the staff member's name.
Click + Add Client.
Select the client you want to assign, then choose the staff member's permission level for that client.
Click Assign.
The assigned clients and permission levels then appear in that staff member's dropdown from step 3 above.
To remove a staff member from a client, click the trash icon to the far right of the client listed under that staff member's name.
The client-level permissions available here (Full Access, Approver, and more) are documented in Advisor Permissions in Client Accounts on Relay.
How do I invite my clients to Relay?
Client invitations use a separate flow from firm staff invites. Walk through the client-side flow in How to Invite Clients to Relay Through the Partner Portal.
Common issues
Invite email did not arrive: ask the staff member to check their spam folder. If it is still missing after 15 minutes, resend the invite from the same My Team page.
"+ Add Client" is missing: you are likely signed in with Staff access. Only Administrators can assign clients; ask another firm Administrator to make the assignment.
Wrong access level chosen at invite: update the team member's role from the dropdown next to their name after they accept the invite.
Staff member left the firm: remove them from your Relay firm account using How to remove team members and advisors from your Relay account.
Related articles
Talk to our Customer Experience team
If this article did not fully answer your question, our Customer Experience team is here to help.