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 properties.
- Edit any property (Edit Mode, manual overrides, save).
- Run / cancel / re-run Deep Research.
- Generate pro-formas (subject to credit balance on Self-Serve).
- Use the Excel add-in (import, push-back).
- Use the AI chat panel.
- Upload and delete documents.
Members cannot:
- Create or delete portfolios (admin-only).
- Invite or remove members.
- Promote / demote roles.
- Force-unlock another user's edit lock.
- Manage billing (view-only at most).
- Change organization name or settings.
Admin
Admins are everything Members are, plus organization-management:
- Create / delete portfolios.
- Invite, remove, and re-role members.
- Force-unlock stuck properties (see Force unlock a stuck property).
- Manage billing (open the billing portal, change plans).
- Change org name, settings, MFA enforcement (Enterprise).
- Access usage / audit reports.
- Configure SSO and other Enterprise features.
Promoting / demoting
From Settings → Members & Invitations, click the role pill next to a member and pick the new role. 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.