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Managing Team Members

Overview​

The Team Members page lets you manage who has access to your Relay dashboard for your organization. Invite team members, assign roles, and control their permissions.

Access it via Team Members in the dashboard sidebar.

Inviting Members​

To invite someone to your organization:

  1. Go to Team Members
  2. Click Invite Member
  3. Enter their email address
  4. Choose their role (see Roles below)
  5. Click Send Invite

An invite email is sent to their address. When they click the link:

  1. They enter their email on the Relay login page
  2. Relay sends them an OTP via email
  3. They enter the OTP to verify
  4. They're logged in and added to your organization with the assigned role

They don't need a password — Relay uses email + OTP for all logins.

Invite links expire after 7 days. If someone doesn't accept the invite within a week, send a new invite.

Already a Relay User?​

If the person is already a Relay user (they have an account from another organization):

  1. You can still invite them to your organization
  2. They'll see an organization switcher in the dashboard
  3. They'll use the same login across all their organizations

Roles and Permissions​

Two roles are available within your organization:

Owner​

Full control over your organization's configuration.

Permissions:

  • ✅ Register and manage apps
  • ✅ Register and manage agents
  • ✅ Configure allowlists
  • ✅ View all event logs
  • ✅ Invite and remove team members
  • ✅ Manage organization settings
  • ✅ Rotate app and agent tokens

When to assign:

  • Technical leads who manage integrations
  • DevOps engineers handling agent deployments
  • Anyone responsible for Relay configuration

Typical count: 1-3 people per organization.

Member​

Read-only access to dashboard and logs.

Permissions:

  • ✅ View dashboard and connection status
  • ✅ View app and agent details
  • ✅ View event logs
  • ❌ Cannot register apps/agents
  • ❌ Cannot modify settings
  • ❌ Cannot manage allowlists
  • ❌ Cannot manage team members

When to assign:

  • Support staff monitoring agent health
  • Team leads who need visibility but don't manage config
  • Observers who should see activity but not make changes

Typical count: Variable, as needed.

Team Member Table​

The team members page shows all members with these columns:

ColumnShows
NameDisplay name (from their Relay account)
EmailLogin email
Roleowner or member
JoinedWhen they were invited/accepted
StatusActive or Invited (pending response)

Changing Roles​

To change a member's role:

  1. Find them in the team members table
  2. Click the Edit or Change Role button
  3. Select the new role
  4. Confirm

The change takes effect immediately. They'll see updated permissions in the dashboard.

Example: Promoting to Owner​

A member has been contributing and you want to give them full access:

  1. Click Change Role next to their name
  2. Select Owner
  3. Confirm

They now have full access to manage apps, agents, and team members.

Example: Demoting from Owner​

A team member is leaving the integration team and no longer needs owner access:

  1. Click Change Role
  2. Select Member
  3. Confirm

They retain view-only access to the dashboard and event logs, but can't make changes.

Removing Members​

To remove someone from your organization:

  1. Find them in the team members table
  2. Click the Remove or Revoke button
  3. Confirm the removal

They are immediately removed. They:

  • ❌ Can no longer access your organization's dashboard
  • ❌ Can no longer see your apps, agents, or event logs
  • ✅ Can still use Relay (if they have access to other organizations)

Resending Invites​

If someone didn't receive their invite or the link expired:

  1. Find them in the team members table
  2. If status is "Invited", click Resend Invite
  3. A new invite email is sent
  4. They have 7 days to accept

Pending vs. Active Members​

The Status column shows:

  • Invited: They've been invited but haven't accepted yet
  • Active: They've accepted and logged in

Once someone accepts, they're considered active and can use the dashboard immediately.

Multi-Org Members​

If someone has access to multiple organizations:

  • They see an Organization Switcher in the dashboard sidebar
  • Clicking it shows all organizations they're a member of
  • They can switch between organizations
  • Their role (and permissions) are specific to each organization

For example:

Jane
├── Organization A: owner (full access)
├── Organization B: member (read-only)
└── Organization C: owner (full access)

Jane has different roles in each organization. Her permissions update when she switches organizations.

Best Practices​

1. Use Clear Roles​

  • Owner: Only people managing the integration
  • Member: Observers, support staff, team leads

Don't over-assign owner roles.

2. Document Role Assignments​

Keep a record of who has what role and why:

Owner:
  - Alice (full Relay management, integration architect)
  - Bob (agent deployment, OpenClaw plugin)

Member:
  - Carol (support team, monitors agent health)
  - David (team lead, needs visibility)

3. Review Access Regularly​

Once a month:

  • Who still needs access?
  • Are their roles still appropriate?
  • Remove people who've left the team or switched roles

4. Secure Email Accounts​

Since Relay uses email + OTP for login:

  • Ensure team members use secure email accounts
  • If someone's email is compromised, so is their Relay access
  • Use email providers with 2FA (Gmail, Microsoft 365, etc.)

5. Onboard New Members Quickly​

When someone joins your team:

  1. Invite them immediately
  2. Tell them to check email for the invite
  3. Help them accept the invite and log in
  4. Show them the dashboard orientation

6. Offboard Carefully​

When someone leaves or changes roles:

  1. Decide if they should keep any access
  2. Remove them or change their role
  3. Check if they have any sensitive information (token copies, etc.)
  4. Update your access records

Troubleshooting​

"Someone didn't receive their invite email"​

  1. Check spam folder for the invite
  2. Verify their email address is correct (they may have typo'd it)
  3. Resend the invite from the dashboard
  4. If still no luck, try a fresh invite with the correct email

"I need to change someone's role but can't find the button"​

  1. Verify you're an owner (only owners can manage members)
  2. If you're a member, ask an owner to make the change
  3. Refresh the page and try again

"Someone left the company but I can't remove them"​

  1. Verify you're an owner
  2. Find them in the team members list
  3. Click Remove next to their name
  4. If the button is disabled, refresh and try again

If you still can't remove them, there may be a system issue — contact Relay support.

"I removed someone but they still have access"​

  1. They may have cached access — ask them to log out and log back in
  2. Or they may still be in another organization where they have access
  3. Check the Team Members page again to confirm removal

Summary​

  • Invite members via email
  • Assign roles: owner (full access) or member (read-only)
  • Change roles anytime
  • Remove members to revoke access
  • Resend invites if someone didn't receive theirs
  • Use secure email since Relay authentication relies on it

Next steps: