This access allows our team to securely pull statements directly from your account if a connection issue occurs, helping us avoid delays and saving you time gathering statements manually.

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• A Relay Financial Business online merchant account
• Access to the account owner's login credentials
• Admin-level permissions to add authorized users

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1. Sign in to your Relay account.
2. Go to the Team tab in the left-hand menu.
3. Select the Advisors tab, then click + Add new advisor.
4. Enter the following email address:
   • thirdpartylogins+business.name@bench.co
5. Set the permission level to Read-only.
6. Leave Request user address disabled unless specifically instructed otherwise.
7. Click Send invite.
8. Message your bookkeeper to let them know this has been completed as the email invite link is not a monitored email.

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The invited person will receive an email from Relay. They will need to accept the invite and create a login before they can access your organization. Invite links are valid for 4 weeks. If the invite expires, go to Team and select Resend to generate a new invite email, or Cancel to remove the pending invite.

I invited someone—why can’t they access our Relay account yet?

- They must accept the invite email and create a Relay login. Until they complete those steps, they’ll remain in Pending status on the Team page.

‍My invitee didn’t receive the email—what should I do?

- Confirm the work email was entered correctly. Ask them to check spam/junk and any company quarantine filters. From the Team page, open the pending invite and select Resend.

‍Can I cancel an invite and re-invite the same email address?

- Yes. Cancelling invalidates the invite link and removes the pending invite from the Team page. You can re-invite the same email address at any time.

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