Team and access

Invite people, roles and permissions, security and API

4 articles
  1. Invite people to the agency teamBring analysts and managers into the agency account, choose each person’s role and manage invites, roles and departures.
  2. Roles and permissionsUnderstand Relator’s two access levels, the agency team and the people of each client, and what each role can do.
  3. Your account securityHow sign-in works, the verification code on a new device, password resets and the habits that keep agency access under control.
  4. API and exportsCreate read-only keys, track monthly usage, schedule CSV exports and connect data to Looker Studio and Power BI in Settings › API and integrations.
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