Adding Team Members to your main Owner account has the following benefits.
- Share Projects, Saved Collections, and content with any active RelayThat accounts
- Restrict view and access to Project names (ie. Client List)
- Restrict access (and changes) to account info and payment details
Every Team consists of one "Owner" and at least one (or multiple) user "Editors."
- IMPORTANT: All users must create a free "RelayThat" account before they can be invited to any Team.
- The Owner will always see all content and Projects.
- ALL Team Users will see ALL Projects assigned to each specific team.
To enter the Teams page click on the Team Members icon in the upper right of the top menu bar
To create a new Team type the Team name in the input field, and click the "Create" button.
All member names, emails, and permissions (Owner or Editor) is displayed here.
To invite new Team Members type the EXISTING RelayThat email account. Owners can NOT currently invite new users through this system but we hope to update this soon.
Use the drop down to assign specific Project(s) to the current Team.
Q: What is the benefit of multiple Teams?
A: With only 1 Team all invites Users will see all Projects and content that the Owner assigns to the single Team. With multiple teams, an Owner can mix and match which Projects and content are seen by multiple users.
Q: Can I add more than 5 Users (1 Owner + 4 Editors)
A: Not at this time. We are currently rebuilding this feature to allow Owners to add paid plans one by one and choose exactly how many they want to support. At the time we use "grouped limits" of 2 Users and 5 Users total but this will change in the near future.
Q: What content does a user have access to in addition to Projects?
A: Users will see all content associated with any Project that is assigned to their Team but nothing more.
Q: Do invited Team Members have to subscribe or pay an additional cost to join an Owner created Team?
A: No. All users need to create an active FREE RelayThat account BEFORE being invited but there is NO additional cost.
Q: When I add a User to a Team is a permanent or can I I remove that user later and add a new User?
A: Adding users is never permanent. Owners can mix and match which Users belong to which Teams at any time.
Q: Do added Users adopt the same account limits as the Owner's account?
A: The account limits are set by the subscribed plan for each user and do not effect the Owner's account.
Q: Can I assign ALL Projects to a Team at once or do I need to add each Project one by one?
A: At this time Owners need to add Projects one at a time. We will be adding "bulk assignment" functionality in the near future but this method currently offers the most flexibility for the most users.