Admin vs. User: Understanding platform roles and permissions

For this to apply, you will need:

• An active MyRelayHQ account with multiple users.

• Access to the User Management section of the dashboard (typically reserved for the Account Owner or existing Admins).

Step-by-Step Instructions:

1. Log in to the MyRelayHQ dashboard.

2. Navigate to Company > Users to view the current users assigned to the Company.

3. Review the permission levels below to determine which role is appropriate for each team member:

   • Admin Role: Provides full control over the specific company profile. Admins can add/remove users, change billing details, and initiate legal filings.

   • User Role: Provides "Read" access to core services. Users can view mail and download documents but cannot delete users or change the company’s primary service plan.

4. To change a role, click the Edit button next to a user's name and select the new role from the Dropdown Menu.

5. Click Save Changes.

What to expect: Role changes take effect immediately upon the user's next page refresh or login. A user downgraded from Admin to User will immediately lose access to the "Billing" and "User Management" tabs. This is expected behavior for Role-Based Access Control (RBAC), not a guarantee of total data isolation if the user has already downloaded sensitive documents.

Related Articles:

• How to add additional users to a specific company

• Managing Notification Preferences for Multiple Companies

• How to edit, update, or change company details