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Invite a teammate

Add a colleague to your Relm Pro organization, pick a role, and have them up and running in two clicks.

Relm TeamUpdated 2 min read
On this page

Adding teammates to your Relm Pro organization takes about 30 seconds. This page covers the invitation flow.

Before you start

  • You need to be an Admin in your organization to send invites. Members can't invite others.
  • You should have enough seats for the invitee. On Self-Serve, each member after the first costs $49/month. Enterprise is unlimited.

Send the invite

  1. Go to Settings → Members & Invitations.
  2. Click Invite a teammate.
  3. Type their work email.
  4. Pick a role: Admin or Member. See Roles.
  5. Click Send invite.

The invitee receives an email inviting them to join your organization. The email is good for 7 days.

What happens when they accept

  1. They click the link in the email.
  2. If they have a Relm account already, they sign in and land in your org.
  3. If they don't, they sign up — Google SSO, email magic link, or email and password — and land in your org.
  4. They're now a member with the role you picked.

Multiple invites

Send invites to multiple emails by listing them comma-separated, or paste a CSV column. All invitees get the same role unless you customize per-line.

Resending an invite

From the Members & Invitations page, click Resend next to a pending invitation. Useful if the invite landed in spam.

Revoking an invite

Click Revoke next to a pending invitation. The invite link is invalidated immediately; if the invitee tries to use it, they'll see "invite no longer valid".

Removing a member

To remove an existing member (not a pending invite):

  1. Click Remove next to their name.
  2. Confirm.
  3. Their access ends immediately. Any locks they hold release. Their personal chat history is anonymized.

The seat slot is freed; on Self-Serve, your subscription is updated within the next billing cycle (the prorated credit applies on the cycle's invoice).

Promoting a member to admin

Click the role pill next to their name and pick Admin. They immediately get admin permissions (billing, member management, force-unlock).

What members can't see

There's no per-property ACL. All members can see all properties in your org. If you need stricter isolation between team subgroups, set up multiple organizations and dual-membership the people who need both.

What's next

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