Skip to main content
Admins can invite new users to RelayHub by email. Each invitation includes configurable role and permission settings so new members have the right level of access from day one.

​
Sending an Invitation

1

Open the User Hub

Navigate to User Hub from the left sidebar.
2

Click Invite User

Click the Invite User button in the top-right corner of the User Hub. An invitation form will appear.
3

Enter the user's email

Type the email address of the person you want to invite. They will receive a sign-up link at this address.
4

Select a role

Choose either Admin or Member. See Roles & Permissions for what each role can do.
5

Set permissions

Toggle the feature-level permission flags for this user. These control access to specific areas of the platform beyond basic chat.
6

Send the invite

Click Send Invitation. The user will receive an email with a secure link to create their account.

​
Configurable Permissions on Invite

When inviting a user, you can pre-configure these permission flags:
PermissionDescription
Automation Hub AccessCan view and manage automation workflows
Knowledge Hub ViewerCan browse the Knowledge Hub
Knowledge ContributorCan upload and contribute company knowledge
Knowledge DeleterCan remove knowledge entities
You can always change these permissions later from the user’s profile in the User Hub.

​
What the Invitee Receives

The invited user gets an email containing:
  • A personalized welcome message
  • A secure sign-up link (valid for 7 days)
  • Your organization name so they know who invited them
When they click the link, they are taken to a registration page where they set their name and password. Their email and permissions are pre-configured based on your invitation settings.

​
Managing Pending Invitations

Pending invitations appear in the User Hub table with an Invited status badge. From here you can:
  • Resend the invitation email if the original expired or was lost
  • Revoke the invitation to cancel it before the user signs up
Invitation links expire after 7 days. If a user has not signed up within that window, you will need to resend the invitation.

​
Seat Limits

Each invitation consumes one seat on your subscription plan. If you have reached your seat limit, you will need to add more seats before sending additional invitations.
Revoking an invitation does not automatically free up a seat. The seat is released only after the billing cycle resets or you manually adjust your seat count.