Only business owners can remove a team member or advisor from a Relay account, and the change takes effect immediately from either the web app or the Relay mobile app.
What you need before you start
Business owner permissions on the Relay account
The name or email of the team member or advisor you want to remove
Access to your Relay account at app.relayfi.com, or the Relay mobile app
Who can remove team members and advisors?
Only business owners can remove team members or advisors from an organization's Relay account. Team members and advisors with lower permission levels cannot remove other users, even if they have transaction access.
How do I remove a team member or advisor on the web?
Business owners can remove a team member or advisor from the Relay web app in five steps.
Sign in to your Relay account at app.relayfi.com.
Open the Team tab.
Find the team member or advisor you want to remove.
Click the three vertical dots next to their name.
Select Remove from organization and confirm.
The user loses access to your organization the moment you confirm.
How do I remove a team member or advisor on the mobile app?
Business owners can remove a team member or advisor from the Relay mobile app in seven steps.
Sign in to the Relay mobile app.
Open the Settings tab.
Tap Team.
Tap Team or Advisors at the top of the screen.
Tap the person you want to remove.
Tap the three vertical dots in the top-right corner.
Tap Delete user.
The user loses access to your organization the moment you confirm.
What happens when I remove someone?
The removed user immediately loses access to your Relay organization. They can no longer view accounts, transactions, or cards tied to your business.
Can I re-add someone after I remove them?
Yes. You can re-invite a former team member or advisor using their email address, and they will regain access at whichever permission level you assign during the new invitation.
Do I need to remove someone to change their access?
No. If you only want to adjust what a team member or advisor can see or do, you can update their permission level instead of removing them. See Editing permission levels for how to make that change.
Common issues
The Remove option is missing or greyed out. You are not signed in as a business owner. Ask a business owner to make the change, or have them promote your permission level first.
You do not see the team member or advisor in the list. Check that you are on the correct tab. On the mobile app, team members and advisors appear under separate tabs at the top of the Team screen.
The person still appears in transaction history after removal. Historical activity stays on the account for audit purposes. Only future access is revoked.
You are the only business owner on the account. You cannot remove yourself while you are the sole business owner. Contact our Customer Experience team for help transferring ownership before you attempt the removal.
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Talk to our Customer Experience team
If this article did not fully answer your question, our Customer Experience team is here to help.