Inviting & Managing Team Members

Overview

Team Members let you give your colleagues access to your Relio dashboard. Each member gets their own login (email + password — no Auth0 required) and sees only what their role allows.

You can invite as many team members as your plan supports. Each additional seat costs $17/month (or $170/year).

Inviting a Member

1. Go to Plans & Usage in your account settings
2. Scroll down to Team Members
3. Enter the new member's email address
4. Select a role: Support or Administrator
5. Click Invite

The invitee receives an email with an Accept Invitation link. No charge occurs until they accept.

Tip: If you mistype the email, simply remove the pending invitation — you won't be charged because billing only starts when the member actually accepts.

Roles Explained

Support is ideal for customer-facing staff who only need to chat with visitors and review conversations.

Administrator can do everything except billing, site management, and team management.

Accepting an Invitation

When the invitee clicks the link in their email:

1. They see a Welcome to the team! page with the Relio logo
2. They enter their name and create a password (minimum 8 characters)
3. After submitting, they are automatically logged in and redirected to the Dashboard
4. Billing for their seat starts immediately (prorated for the current billing cycle)

Changing Roles

To change a team member's role:

1. Go to Plans & Usage
2. Find the member in the Team Members list
3. Use the role dropdown to switch between Support and Administrator
4. The member receives an email notification about the change

Removing a Member

To remove a team member:

1. Go to Plans & Usage
2. Click the × button next to the member
3. Confirm the removal

When you remove a member:

• Their login is immediately deactivated
• The Stripe subscription item for their seat is cancelled
• They receive an email notification
• Their past activity (conversations, messages) is preserved