Relator has two kinds of invite: for the agency team (under Settings › Team) and for people on a client's side (in the Members tab of the client profile, in Clients). In both cases the person gets an email with a link to join. If the email doesn't arrive or the link fails, walk through the causes below.
Possible causes, from most to least common
1. The email landed in spam or a filter
Ask the person to check spam, Promotions and corporate email quarantine. Companies with strict filters may hold emails that contain links; their IT team can allow the sender.
2. The address was mistyped
Check the address in the pending invite list. If it's wrong, cancel the invite and invite again with the right address.
3. The person is already in your organization
For a client invite, if the person is already in your organization, they get direct workspace access and don't need a new email. Ask them to sign in to Relator and switch spaces in the switcher at the top.
4. The link expired or was already used
When opening the link, the person sees We couldn't accept the invitation and The link may have expired or been used already. Ask the admin to resend. Cancel the invite and send a new one.
5. The link was opened with another account
The invite is tied to the invited email. If the browser is already signed in with another account, sign out and open the link again. On the Confirm your access screen, the Not you? Cancel option is there for exactly this case.
6. The plan has no seats left
In an agency, each member takes a seat, and pending invites count too. If the limit is reached, instead of sending the invite Relator opens the plan picker with Your {plan} plan allows N users; you already use N. Cancel old invites or see Plan limit reached.
7. You don't have permission to invite
In a client's space, only the Admin role can invite. Editor and Viewer see You don't have permission to invite. Ask an Admin. See Roles and permissions.
8. The client was archived
Archiving a client revokes access for everyone who was invited and cancels pending invites. An invite link from an archived client doesn't work anymore.
How to resend an invite
For the agency team, use Resend on the pending invite in the Team section: Invitation resent. confirms it. For people on a client’s side, cancel the pending invite and invite again. The new email goes out right away.
1
Step 1
Open the people list
For the agency team, open Settings in the sidebar and, in the Agency group, pick Team. For people on a client’s side, open the client in Clients and the Members tab of its profile.
2
Step 2
Find the pending invite
In Team, invites show under N pending invitations, with the email and when it was sent, and the Resend and Cancel buttons. Check that the address is right.
Illustrative screen
Farol Agency/Team
Ask RelatorAIPT
TeamWho can access the agency and which clients each person sees.
2
Person
Type
Role
Client access
Last access
Ana Souza
Team
Owner
All clients
now
Bruno Lima
Team
Admin
All clients
3 days ago
1 pending invitation
carla@farol.comcarla@farol.com, sent 2 days ago
Cancel
1
1Cancel invalidates the link that was sent. Here the domain is wrong (missing “.br”). If the address is right, use Resend.
2Invite opens the form to send a new invite.
3
Step 3
Cancel the old invite
Click Cancel on the pending invite (in Team) or Cancel invitation (in the client’s Members tab) and confirm. The old link stops working.
4
Step 4
Invite again
Click Invite, enter the right email, pick the role and click Send invite. Invite sent. confirms it.
Illustrative screen
Farol Agency/Team
Ask RelatorAIPT
Team
People with access
Invite new memberInvitee receives an email with a link to join this organization.
Emailcarla@farol.com.br
1
RoleMember
2
3
1Type the email carefully: the invite only works for that address.
2Pick the role. You can change it later.
3Send invite sends the email right away.
What the invitee sees
1.They open the email link and see Confirm your access, with the organization (or the agency and the client's space) and the role.
2.They click Accept and continue.
3.If they don't have an account yet, they fill in Full name and Password (at least 8 characters) on Create your account and click Create account and continue.
4.They land in Relator, already in the space they were invited to.
Frequently asked questions
How long is an invite valid?
The link can expire. If the person sees The link may have expired or been used already, use Resend, or cancel it and send a new invite.
Does a pending invite take a plan seat?
In an agency, yes: seats count members and pending invites. Cancelling an invite that won't be used frees the seat.
Can I invite someone outside the company to the agency team?
Yes, with any email. To give access to someone on the client's side, prefer inviting them in the client's space, where they only see that client's data.
Can a self-serve account (company or solo) invite people?
No. In a self-serve account, the members screen shows Standalone workspaces are personal. Invite a team by creating an organization.
TeamWho can access the agency and which clients each person sees.