Invite people to the agency team

The agency team is the people who run Relator on your side: analysts, media buyers, account managers. Everyone on the agency team sees every agency client. The end client is invited in a different way, from inside each client. See Invite the client to the portal.

Before you start

• Who can invite: people with the Admin (or Owner) role at the agency.
• Only agency accounts (and business accounts with locations) have a team. In an own-business account, Settings has no Team section.
• Each team member takes one plan seat. The limit depends on the plan; see the table at the end of this article.
• Have each person’s email. Each invite is for one email.

Step by step

1. 1
   Step 1

   Open Settings

   In the sidebar, click Settings. The page opens with the menu on the left in two groups: Agency (Agency profile, Team, Plan and billing, Notifications, API and integrations, AI assistants) and Client (General, Brand, Connections, Alerts). In the Agency group, click Team.

   Illustrative screen

   Farol Agency/Settings

   Ask RelatorAIPT

   Settings

   Agency

   • Agency profile
   • Team

     1
   • Plan and billing
   • Notifications
   • API and integrations
   • AI assistants

   Client

   • General
   • Brand
   • Connections
   • Alerts

   1. 1Team shows the agency’s people, the clients’ people and pending invites.

2. 2
   Step 2

   Click Invite

   The Team section shows how many team seats are in use and lists, in a single table, the agency’s people and the clients’ people, with Person, Type, Role, Client access and Last access. Pending invites show in the same list. Click Invite.

   Illustrative screen

   Farol Agency/Team

   Ask RelatorAIPT

   TeamWho can access the agency and which clients each person sees.

   Invite1

   • 3 of 5 team seats used3 / 5

   Person	Type	Role	Client access	Last access
   Marina Costa (you)	Team	Admin	All clients	now
   Rafael Lima	Team	Admin	All clients	2 days ago
   Ana Souza	Client	Viewer	Korra	5 days ago

   2

   1 pending invitation

   • pedro@farol.compedro@farol.com, sent 1 day ago

     Cancel

     3

   1. 1Invite opens the invite form.
   2. 2On each team member’s row, the selector changes the role and the actions menu has Remove from team.
   3. 3Each pending invite has Resend and Cancel.

3. 3
   Step 3

   Fill in email and role

   In the Invite new member dialog, type the Email and choose the Role. The role starts as Admin, which gives full access to operations. Click Send invite.

   Illustrative screen

   Farol Agency/Team

   Ask RelatorAIPT

   Team

   People with access

   • Marina Costa

     Admin

   Invite new memberInvitee receives an email with a link to join this organization.

   Emailpedro@farol.com

   1

   RoleAdmin

   2

   Cancel

   Send invite3

   1. 1Email of the person joining the team.
   2. 2Role: Admin (default) or Member.
   3. 3Send invite sends the email and creates the pending invite.

4. 4
   Step 4

   Track the acceptance

   You see “Invitation sent.” and the invite joins the pending invites list. Once the person accepts, they show in the table with the Team type.

Shortcut: on the agency Home, the getting-started guide has the Invite the internal team step, with the Invite people button. It checks itself off when the agency has someone besides you or a pending invite.

What happens next

• The person gets an email with a link to join the agency.
• When they open it, they see Confirm your access with the agency name and click Accept and continue. Without an account, they create one with Full name and a Password of at least 8 characters.
• From then on they access the agency view and every client.
• Each pending invite and each person who already joined counts as one plan seat. Canceling a pending invite frees the seat.

Change a role and remove someone

• To change a role, use the selector on the person’s row. The change applies right away.
• To take someone out of the agency, open the actions menu on the person’s row, choose Remove from team and confirm. The person loses access to the agency and to every client.
• You cannot change your own role or remove yourself from the list.
• The Owner role cannot be changed or removed here.
• The agency needs at least one Admin: the last Admin cannot be demoted or removed.

How many people your plan allows

Seats count people on the agency team (Owner, Admin and Member). Client people invited to the portal do not count. When you hit the limit, the invite button opens the plan picker. You can change plans or add the extra team member add-on.

Common issues

• The invite never arrived. Ask them to check spam. Use Resend on the pending invite, or cancel it and invite again, double-checking the email. See The invite never arrived.
• “We couldn’t accept the invitation.” The link expired or was already used. Cancel the invite and send a new one.
• The plan picker opened when inviting. Your plan’s seats are used up. Remove people who left the agency or upgrade. See Plan limit reached.
• I don’t see the Invite button or the selectors. Your role is not Admin. Ask an agency Admin.