Skip to main content
members

​
Overview

You can manually invite, change role, and remove members from your Workspace members settings page. To access the Members page:
  • In browser: Go to Relate admin page > Manage members.
  • In app: Click your Workspace name and navigate to Manage members.

​
Understanding roles

Relate has three roles within members:
  • Admin (paid)
  • Member (paid)
  • Guest (free)
Admins have full access to the Workspace. Admins can also edit/delete comments and notes created by other members. Only admins can configure settings in the Admin page as well. Members also have full access to the Workspace, except for edit/delete comments and notes created by other members. Members can only edit/delete comments and notes created by themselves. Guests have full view access to the Workspace. They can only comment on notes and emails. They cannot create, edit, or delete things.

​
Basics

​
Invite members

Go to the Admin page > Manage members to invite members to your Workspace. The invitee will receive an email from hello@relate.so. Once the invitee confirms the invite, they can sign up and get access to your Workspace.

​
Promote/demote members

As an admin, you can promote or demote any members in your Workspace. Click the ... on the right to change role for each member.

​
Remove members

As an admin, you can remove any member in your Workspace. Removing another admin or member (paid seats) will adjust your billing accordingly. If you’re on free plan, then removing or adding members will not change your billing.

​
Frequently Asked Questions

Yes. Our current plans charge by the number of admin and member seats, so if your purchased seats change, we will automatically adjust our billing accordingly.
⌘I