How to add additional users to a specific company

For this to apply:

• You must have Admin or Company Owner permissions for the specific company profile.

• The email address of the person you wish to invite.

Step-by-Step Instructions:

1. Log in to your MyRelayHQ account.

2. Select the specific Company to ensure you are currently viewing the profile of the company to which you want to add a user.

3. Click on the Users or Team Members sub-tab.

4. Click the Invite User or Add Member button.

5. Enter the Full Name and Email Address of the new user.

6. Select a Role for the user (e.g., Admin, User) to define their level of access.

7. Click Send Invite.

What to expect: The system will send an automated invitation email to the recipient. Once they accept the invite, they will only have access to the specific company profile they were invited to, not every entity under your master login. This is expected behavior for multi-entity security, not a guarantee of total data isolation if user roles are misconfigured.

Related Articles:

• Admin vs. User: Understanding platform roles and permissions

• Managing Notification Preferences for Multiple Companies

• How to Switch Between Company Profiles