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Inviting New Users to your Relay Admin Portal

Learn how to invite new users, track pending invitations, and ensure secure user creation.

Updated over 2 months ago

You can invite new users to their organization from the Users tab in the Relay portal. A user’s account is only created when they accept the invitation and set a password. This flow provides account security and gives admins greater visibility into pending invites.


How do Invites Work?

Once you invite a new user to your Relay Portal, they'll receive an email with a link to set up their account.

  1. Clicks the invite link in the email

  2. Sets a password

  3. Completes 2FA setup if required

NOTE: The invite link expires after 24 hours. If it’s not used in time, the user will see an invalid state and need a new invite.


Inviting a New User

  1. Go to Settings --> Users

  2. Click Invite user

  3. Enter the user's name and email

  4. Assign permissions — they’ll be saved and applied once the user accepts the invite.

  5. Click Save & Invite

After sending, the invitation will appear in the Invitations tab alongside its status (pending, accepted, expired, etc.)


Accepting the Invitation

Invited users receive an email prompting them to set a password and create their account. When the user clicks the invite link, they’ll be guided through account creation. They'll:

  1. Complete 2FA setup (if enabled)

  2. Be logged in to the Relay portal

If the user already has a Relay account, they'll be prompted to log in and accept or decline the invitation to join the new organization.

If the invite link is expired or invalid, the user will see an error and cannot continue.


Managing and Resending Invites

You can view and manage all invitations from the Invitations tab:

  • See status: pending, accepted, or canceled

  • View who sent the invite and when

  • Cancel or resend invites

  • Review a full history of past invites

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