How to give a broker access to view your transactions from your single user account

If you have your own, single user relay® account you can give your broker access to view your transactions by adding him as a broker user to your site.

Step 1:

Click on the Administration link.

Step 2:

Click on the User Manager tab.

Step 3:

Click on the Create New User button.

Step 4:

Select Broker for the role and then enter their name and e-mail address.

Step 5:

By default the broker can only view your transactions. If you wish to give them access to make modifications as well then check the box marked Transaction Manager.

Step 6:

If you wish to give them document approval ability, check the box for this towards the bottom of the page.

Step 7:

Click on Submit.

Step 8:

Review the entered information to ensure it is correct then click Create User.

Once the user is created, the system will send them a welcome e-mail with the link to set up their own username and password with.