Navigating your Relay Admin Portal
You are a Carrier, Broker, or Shipper that uses Relay for over-the-road payments
20 articles
Quick Start Guide for Large FleetsThis guide is intended for fleets with 10+ trucks to help you get set up on Relay quickly so you can begin fueling.
Quick Start Guide for Small FleetsThis guide will help fleet owners and administrators with 1-10 trucks get set up quickly so your drivers can begin fueling right away.
Creating One-Time Payment RelayCodesCreate and share one-time payment RelayCodes with your drivers to keep them moving.
Configure your Portal for Fuel, Scales, and other Truck Stop Expenses
Articles on how to manage how your drivers pay for Fuel and other Truck Stop expenses
Getting Started with RelayOnboarding with Relay is simple - use the Carrier Onboarding Guide below to set up your account and start fueling!
Managing your drivers in RelayHow to create drivers, assign a policy limit their payment options.
Setting up Driver Policies and LimitsEnforce Spending Limits, Prompts, and other security measures by setting up policies for your drivers.
Managing Policies with Fuel ProductsEnable and manage how your drivers fuel with Relay
Creating and Managing Custom PromptsPrompts can be used to capture information from or validate the identity of the driver that is attempting to use a Policy Code.
Team DriversManage your drivers as teams,enabling them to share policy limits and restrictions
Invite your Drivers to Link Relay to their Weigh My Truck AppDrivers can connect Relay as a payment method in their WMT app, enabling them to pay at CAT Scales.
Fuel NetworksCustomize your fuel networks to control where drivers can pay
Funding your Relay Portal
Articles on how to fund your account and manage your funding sources
Ways to Fund your Relay TransactionsRelay offers several ways to pay for your driver's expenses based on your unique needs
Managing Your Funding Source(s)A step by step guide on how to add or remove a funding method to your Relay Admin Portal.
How to Add and Verify Your Bank Account in RelayRelay provides two secure ways to add and verify your bank account: instant verification through Plaid and manual verification using micro-deposits. This guide walks you through both options so you…
Reporting and Security
Articles on how to pull reports, manage your users, and other security features of the Relay Portal
ReportsCreate, schedule, and export reports of your transactions
How to Download your IFTA ReportHow to access your fuel data for IFTA purposes.
Inviting New Users to your Relay Admin PortalLearn how to invite new users, track pending invitations, and ensure secure user creation.
Two-factor authentication (2FA) via SMSTwo-Factor Authentication (2FA) provides an added layer of security to protect your data and account capabilities.
Two factor authentication (2FA) via an authentication appAlternative 2FA method for securing your account
How to Download your Transaction HistoryFrom the reports tab in the Relay portal