Invite team members or advisors to your Relay account from the Team section on web or in the mobile app, typically a one-minute task per invite.
What you need before you start
Before you send an invite, gather:
The person's work email address*
The permission level you want to assign
The specific checking and savings accounts they should be able to access
The person's mailing address, only if you plan to send them a physical Relay Visa Debit Card
*All invitees to Relay must be 18 years of age or older.
What's the difference between a team member and an advisor?
Team members are people who work inside your organization. Advisors are trusted external partners who support your business, such as an accountant or bookkeeper. Team members and advisors have different permission options available, so the choice determines what the person can see and do inside your Relay account.
If the invitee has permissions that let them send payments or approve bills, they may be asked to provide a personal address as part of their setup.
How do I invite someone on the web?
You invite from the Team section on web in nine steps.
Sign in to your Relay account
Go to the Team section
Select Invite team member (or Add)
Enter the person's work email address*
Optionally enable Request user address if you plan to send them a physical Relay Visa Debit Card
Optionally copy permissions from an existing team member
Select the appropriate permission level
Choose which checking or savings accounts they can access
Click Invite
The recipient receives an email invitation. They must accept the invite and create their login credentials before they can access your Relay account.
*All invitees to Relay must be 18 years of age or older.
How do I invite someone on the mobile app?
You invite from the Team tab in Settings on the Relay mobile app in eight steps.
Sign in to the Relay mobile app
Navigate to the Settings tab
Tap Team
Tap the plus (+) button at the top right
Select Team member or Advisor
Enter the person's work email address and choose a permission level*
Select which accounts they can access
Tap Invite
The recipient receives an email invitation that expires after 4 weeks. They must accept the invite and create their login credentials before they can access your Relay account.
*All invitees to Relay must be 18 years of age or older.
How do I resend or cancel a pending invite?
You can resend or cancel a pending invite from the same Team section in Relay.
On web: find the pending invite in the Team section, then click Resend, or click the three-dot menu and select Cancel
On mobile: open the Team tab in Settings, find the pending invite, then tap Resend or Cancel below the person's name
Cancelling an invite invalidates the link immediately. You can re-invite the same email address any time after cancelling.
Who can send invites in Relay?
Three roles can send invites, with different limits on what they can grant.
Administrators can invite team members and advisors with any permission level
Managers can invite team members only, and only with restricted permissions
Advisors with the right permissions can invite other team members and advisors
Super Administrator is a permission level exclusive to advisors and gives access to additional financial and integration management functions
How long are invite links valid?
Invite links are valid for 4 weeks from the date the invite is sent. If the invitee does not accept in that window, the link expires and you'll need to resend or start a new invite.
Can I create a debit or credit card for my invited team member?
Team members with permissions to invite additional team members can create pending debit or credit cards alongside their invitation to a new user. Currently, this can only be done on the browser - not the mobile app.
To create a pending debit or credit card on the browser, follow the below steps:
Navigate to the Team tab.
Select Invite Team Member.
Enter the team member’s first and last name, and email address. Select Save and Continue
Select the Team Member’s desired permission level/role (or create a custom role). Select Save and Continue followed by Send Invite.
You will now reach the confirmation page that your team member invitation has been sent. Select the Create a Card button seen on this page. Your recent invite will be pre-filled in the Primary Cardholder field.
Fill in the remaining required fields such as card nickname, card type, primary account, backup account, and receipt admin. Select Next.
Optional: Set spending limits or access controls. Select Next.
Customize the card design and line text. Select Next.
Confirm shipping address (if physical card was selected). Select Next.
Review your selections and select Create Card.
If you have created a pending virtual card, the card will be automatically activated once your new teammate accepts their invitation onto the account.
If you have created a pending physical card, your new teammate will need to navigate to the Cards tab and activate the new card once it arrives.
Common issues
The invitee cannot access the account yet: they need to accept the invite email and create login credentials before the account becomes visible to them
The invite email did not arrive: confirm you entered the correct work email address, then ask the invitee to check spam and junk filters, then resend from the Team page
The invite link has expired: invite links expire after 4 weeks; resend a fresh invite from the Team page
You want to change permissions after sending: copy permissions on setup is a starting point; you can adjust the permission level and account access after the invitee has joined
You need to send a physical Relay Visa Debit Card to the invitee: enable Request user address at the time of invite so the invitee is prompted for a mailing address during their setup
Related articles
How to remove team members and advisors from your Relay account
Why Relay Needs a Personal Address for Team Members With Transaction Permissions
Talk to our Customer Experience team
If this article did not fully answer your question, our Customer Experience team is here to help.