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Invite and Manage Users

Administrators can invite new users to join the team and manage their access, roles, and team membership.

Invite a user to the team

  1. Go to SettingsUsers.
  2. Click Invite user.
  3. Fill in the following fields:
    • Email address (required) — the email address of the user you want to invite
    • Roles (required) — select one or more roles for the user
    • Groups (optional) — assign the user to one or more content groups
    • SSO clients (optional) — if your team uses Single Sign-On, optionally link an SSO client for this user
  4. Click Send invite.

The user receives an email invitation with a link to join your team. They can click the link to sign up or log in. Invitations expire after 3 days.

User limit

Your team has a maximum number of users you can invite. If you reach this limit, you'll see a message to contact Relayter customer service to increase it. Internal Relayter email addresses (@relayter.com) are not counted toward this limit.

Existing users

If the person you're inviting already has a Relayter account and is already on your team, you'll see an error message. You cannot invite them again.

Manage pending invitations

  1. Go to SettingsUsers.
  2. Click the Pending invites tab.

The pending invites list shows:

  • Email — the email address of the invited user
  • Roles — the roles assigned to this invitation
  • Expires — the date the invitation expires (expires 3 days after sending)

If you need to resend or share an invite link with a user:

  1. In the Pending invites tab, find the invitation.
  2. Click the link icon to copy the invite link to your clipboard.
  3. Share the copied link with the user.

Delete an invitation

To cancel an invitation and prevent the user from using it:

  1. In the Pending invites tab, find the invitation.
  2. Click the delete icon (trash can).
  3. Confirm the deletion.

Once deleted, the user will not be able to use that invitation to join your team.

Manage existing team members

View user details

  1. Go to SettingsUsers.
  2. Click on the user's name to view their details.

This shows:

  • Full name — the user's registered name
  • Email — their email address
  • Roles — the roles assigned to this user
  • Last session activity — when the user last accessed Relayter
  • Session OAuth client — which OAuth client they last used to log in

Edit a user's roles

  1. Go to SettingsUsers.
  2. Click on the user's name.
  3. In the roles section, select or deselect roles to change their permissions.
  4. Click Save to apply the changes.

Note: You cannot change a user's email address after they've joined the team. To change their email, you must remove them and send a new invitation to their new email address.

Configure SSO for a user

Users can log in through Single Sign-On (SSO) if your team has set up an identity provider.

  1. Go to SettingsUsers.
  2. Click Invite user to add a new user, or click on an existing user to edit them.
  3. In the SSO clients dropdown (optional), select an SSO client to link to this user.
  4. Save the changes.

Users linked to an SSO client can log in using their identity provider credentials.

Remove a user from the team

When you remove a user from your team:

  • They can no longer access Relayter
  • Any active sessions are ended
  • Their invitations are invalidated
  • If they have accounts on other teams, those accounts remain active

Delete a user

  1. Go to SettingsUsers.
  2. Find the user you want to remove.
  3. Click the delete icon (trash can) on that row.
  4. Confirm that you want to delete the user.

Restrictions

You cannot:

  • Remove yourself from a team (you must ask another administrator to remove you)
  • Remove the team owner (the owner must transfer ownership first or leave the team)