Adding and Removing Team Members

How to add team members

Step 1: Check if the user already exists

Before submitting a request, verify the user doesn't already have a Relab account to avoid duplicates.

1. Click the Waffle icon (9 dots) in the top right corner of the Relab homepage
2. Select My Team from the menu
3. Review the list of existing team members

If the person already appears in your team list, contact invoices@relab.co.nz to update their access instead.

Step 2: Submit your request

You can add team members using our online form or by email:

Option A: Online form (recommended)

1. Complete the User Change Requests Form
2. Provide the following information for each new user:
3. • Email address
   • Branch or office location
   • Plan level (Pro, Agent, or Premium)

Option B: Email request

Send your request to invoices@relab.co.nz with:

• Email address for each new user
• Branch or office location
• Plan level required (Pro, Agent, or Premium)

Step 3: Wait for confirmation

New user accounts are typically set up within one business day.

What happens next:

• Branch managers receive a confirmation email once the account is created
• New users automatically receive a welcome email with login details
• The new team member will appear in your My Team list

What new users receive

New team members receive a welcome email from Relab Support with the subject line "Welcome to Relab: Let's get started!"

The email contains:

• Username: The email address where they received the message
• Temporary Password: A unique password in this format: RelabPro2511
• Instructions to log in and reset their password

🔥 Hot Tip
Remind new users to check their spam or junk folders if they don't receive the welcome email within a few hours. The temporary password appears directly in the email body under "Your Login Details."

How to remove team members

Step 1: Submit your removal request

You can remove team members using our online form or by email:

Option A: Online form (recommended)

1. Complete the User Change Requests Form
2. Provide the following information for each user to remove:
3. • Email address
   • Branch or office location

Option B: Email request

Send your request to invoices@relab.co.nz with:

• Email address for each user to remove
• Branch or office location
• Reason for removal (optional but helpful)

Step 2: Confirmation

User removal is typically processed within one business day. Branch managers receive confirmation once the account has been deactivated.

Who can request changes

Can submit requests directly:

• Relab account administrators
• Branch managers

Require branch manager approval:

• Team members can submit requests through the form, but changes require approval from their branch manager before processing

FAQs

How long does it take to add or remove users?

Team member additions and removals are typically processed within one business day during business hours. Requests submitted after hours or on weekends are processed on the next business day.

Can I add multiple users at once?

Yes, you can add or remove multiple users in a single request. Include the required information (email, branch, plan level) for each person in your form submission or email.

What if I try to add someone who already has a Relab account?

If you request to add a user who already exists in the system, our support team will contact you to confirm whether you want to update their existing access or if there's a duplicate account issue to resolve.

What happens to a removed user's CMAs and saved work?

Contact invoices@relab.co.nz if you need to transfer a removed user's CMAs, templates, or saved work to another team member before deactivating their account.

Can someone be re-added after being removed?

Yes, previously removed users can be re-added to your team account. Submit a new user addition request through the form or email with their details.

I submitted a request but haven't received confirmation - what should I do?

If you haven't received confirmation within two business days, email invoices@relab.co.nz to check on the status of your request.

How do I view my current team members?

1. Click the Waffle icon in the top right corner of the Relab homepage
2. Select My Team to view all active users on your account
3. Review the list of team members with their access levels and contact information

Can team members update their own profile information?

Yes, individual users can update their personal details by going to My Relab > My Account. However, plan changes and adding/removing users must be requested by administrators or branch managers.