How to Invite Your Team (Agents & Managers)
In the admin area, open Users, click Add User, enter their name and email, choose a role (Manager or Agent), and they receive login details — each role sees only what it needs.
Relently uses role-based access so each team member sees exactly what they need. Admins and Managers oversee the whole agency; Agents work their own assigned students.
Add a team member
- Go to the Users section in the admin dashboard.
- Click Add User.
- Enter their name, email, and a temporary password.
- Pick a role — Manager or Agent.
- Save. If your email channel is connected, they receive a welcome email with login details.
Working with external partners instead? See how to invite B2B sub-agents.
Frequently asked questions
What’s the difference between a Manager and an Agent?
Managers have broad visibility across the agency’s pipeline and team; Agents are scoped to the students assigned to them.
Can I deactivate a team member later?
Yes. From the Users section you can deactivate an account at any time, which revokes their access immediately.
Do new users get their login automatically?
If your organization’s email channel is connected, a welcome email with credentials is sent automatically. Otherwise you can share the details directly.