Relm Pro has two roles: Admin and Member. This page lists what each can do.
Member
The default role for invited teammates. Members can:
- View every property and portfolio in the org.
- Create new portfolios (within your plan's limit) and properties.
- Edit any property (Edit Mode, manual overrides, save).
- Run / cancel / re-run an Intel Report.
- Generate pro-formas (subject to your credit balance).
- Use the Excel add-in (import, push-back).
- Use the AI chat panel.
- Upload and delete documents.
Members cannot:
- Invite or remove members.
- Promote / demote roles.
- Force-unlock another user's edit lock.
- Buy credit top-up packs.
- Change organization name or settings.
Whatever their role, only the person who created a portfolio can delete it.
Admin
Admins are everything Members are, plus organization-management:
- Invite, remove, and re-role members.
- Force-unlock stuck properties (see Force unlock a stuck property).
- Buy credit top-up packs on the Billing page.
- Change the organization's name and settings.
- Choose who in the organization is notified when Relm delivers a new report (Settings → Notifications).
- View, revoke, and issue API keys for every member (Settings → Developer, paid plans).
Promoting / demoting
Open the organization switcher in the top bar (it shows your organization's name), click Manage, go to Members, and pick the new role next to the person. Changes take effect immediately.
You can have multiple admins in an org. The first sign-up is Admin by default; that user can promote others.
You can't demote yourself if you're the last admin
If you're the only admin, you can't demote yourself — that would orphan the org. Promote a teammate to admin first, then demote yourself if needed.
If you've genuinely lost admin access (e.g. the only admin left the company), contact support — we can re-establish admin access with proof of identity.
Why only two roles
We deliberately keep the role model simple. Most underwriting teams don't have nuanced sub-permissions — everyone in the team can edit every deal. If you need more granularity (e.g. read-only investor reps, billing-only finance contacts), that's an Enterprise conversation; we can scope it.