Simple team access
Use Admin and Agent roles. Admins manage agency settings and assignments; agents work with the leads and Contacts assigned to them.
Team visibility
Shared work, clear ownership.
Give the agency a shared workspace without opening every person’s private accounts. Assign records clearly, manage communication access and keep each member’s connections under their control.
Inside rltr
See the people behind the shared work.
Keep Admin and Agent roles clear in the team directory, with individual member profiles a click away.
Team and connections
Built into your everyday work.
Budgets for communication
Activate calling and manage the agency payment method. Enable individual members and set approved monthly spending limits before they connect numbers.
Private connections
Each member manages their own mailboxes, calendars and connected drive. Mailbox access stays private even from agency admins; linking an email to a Contact is an explicit action.
Account security
Use password or configured Google/Microsoft sign-in, with authenticator-app two-factor authentication and recovery codes. Agency and record permissions apply on the server.
A closer look
What you can do.
- Team invitations, directory and member profiles
- Admin-managed roles and record assignments
- Per-member call, SMS and number-rental spending limits
- Agency company details and reporting time zone
- Personal profiles, signatures and notification preferences
- Separate Solo and Agency account experiences
Solo accounts manage their own communication activation, billing and numbers in My communication. Agency accounts keep shared billing and member budgets in Communication settings.