Manage someone else's account
Let an assistant or consultant run your Relatable without ever sharing your password.
Delegated access lets one person manage another person's Relatable account directly, with their own login, no shared password involved.
Why it matters
An executive assistant keeping their executive's network current. A consultant running a client's CRM for them. Either way, the person doing the work needs real access, not a shared password taped under someone's keyboard. Delegated access gives them exactly that, and gives the account owner a clean way to revoke it the moment the arrangement ends.
How it works
The account owner (the delegator) invites another person (the delegate) by email. Once the delegate accepts, they get an account switcher in Relatable: they can flip between their own account and any account they've been given access to. When they're working inside someone else's account, a banner makes that clear, so nobody forgets whose data they're looking at. The delegate can be a delegate-only user, meaning an account that exists purely to manage someone else's, with nothing of its own to set up first.
How to use it
- On the web: open Account settings → Delegated Access.
- Invite the person who'll manage your account by email.
- They accept the invitation from their own Relatable login (or sign up if they're new).
- They use the account switcher to move into your account whenever they need to work in it.
- When they're inside your account, a banner shows they're acting on your behalf, not their own.
- To end the arrangement, revoke access from Account settings. This immediately shuts off the delegate's access to your account.
Good to know
- No passwords are ever shared. The delegate signs in as themselves and switches into your account.
- Delegated access is different from a team: a team is a shared workspace everyone sees together, delegated access is one person operating inside a single other person's account. See Set up a team workspace.
- A delegate-only account can start working immediately without going through the usual first-time setup.
- Revoking access is immediate and cuts off the delegate's ability to act on your account right away.
- Keep your own login secure with two-factor authentication even if someone else regularly manages your account for you.