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On this page
  • Single Sign-On (SSO)
  • Workspace permissions
  • Managing your team
  • Dealing with multiple workspaces
  • Deleting users
  • Workspace FAQs

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  1. Workspace

Workspace administration

Last updated 1 month ago

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Single Sign-On (SSO)

Relay.app currently supports single sign-on (SSO) with Google and Microsoft accounts. Note that creating and signing into a Relay.app with your Google or Microsoft account doesn't request any application-specific access. You can grant permissions to access specific services (e.g. Gmail, Google Drive) in settings or as you set up your first automation.

Workspace permissions

There are two types of users in a Relay.app workspace: Admins and Members.

  • Admins can always invite new members and view/edit all workflows in the workspace.

  • Members can invite new members if the option "Members can invite others" is selected in workspace settings. Member access to individual workflows can be set on a per workflow basis. In settings, you can choose whether members should by default have edit, view, or no access in newly created workflows.

Managing your team

Once a Relay.app workspace is created for a domain, all users who sign up from that domain will be added to that workspace automatically.

If you need to create separate workspace for your domain, you'll need to create the workspace while signing up from a new Relay.app account. New users joining from your domain will then need to choose which of the two workspaces they want to join when they sign up for Relay.app—so make sure you name the different workspaces clearly.

Dealing with multiple workspaces

If you're a member of multiple workspaces, you can switch between them using the switcher in the top left of your home dashboard.

Deleting users

Reassign triggers and automations run by a user before you delete them from your workspace.

When you delete a user from your workspace, any trigger they own will be deleted, and any automations using their connections will stop working. We therefore recommend moving connections and triggers to be run by a new owner before deleting the user.

Workspace FAQs

Can you duplicate workflows across workspaces?

To access these workspace settings, navigate to .

Admins (and some members based on the settings described above) can add and remove users from the Relay.app workspace, and admins can also change the role type of each user. To access the full roster and make changes, navigate to .

To duplicate workflows across workspaces, you'll need to export the workflow as a template and import it into the new workspace. Learn how to do this .

Settings → Workspace → General
Settings → Workspace → Members
here
Users can sign in with a Google or Microsoft Account
Workspace Settings
Workspace switcher