Navigating your Relay Admin Portal
You are a Carrier, Broker, or Shipper that uses Relay for over-the-road payments
23 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.
- Self Service IntegrationsRegister supported integrations via a self-service portal
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
- RelayGo Paycard SetupA RelayGo Paycard gives drivers fast access to their earnings. After setup is initiated, the driver receives a link to complete onboarding. The driver’s card will be marked as enabled…
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) - DesktopA 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…
- Managing Your Funding Source(s) - Mobile AppA step by step guide on how to add or remove a funding method to your Relay Admin Portal.
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