Frequently Asked Questions

Why am I not receiving emails from Relay?

To make sure you receive emails from Relay, please make sure to add us to your list of safe senders. If our emails don't appear in your inbox at first, please make sure to search from our @teamrelay.co email domain as we may be in your spam/junk folder.

Gmail

  1. If you're using Gmail and see a Relay email in your Spam Folder, it's important to click Report not Spam as shown below.

  2. In addition, we advise creating a filter rule to ensure Relay emails are kept out of the Spam Folder.
  3. On a computer browser, go into your Gmail Search Box and search for @teamrelay.co.
  4. Select the filter button on the right side (circled in yellow).

  5. Click Create filter.

  6. Select the checkbox next to Never send it to Spam.

  7. Select Create filter.

Outlook

  1. If you're using Outlook and see a Relay email in your Junk Email Folder, select Not junk > Not junk (or Not spam > Not spam). You can also open the message and select the It's not junk link at the top.
  2. In addition, we advise adding Relay to your Safe Sender list.
  3. Select Junk > Junk E-mail Options.
  4. Select Safe Senders.
  5. Under Safe senders and domain, select Add.
  6. Enter @teamrelay.co and select Add.
  7. Then select Apply.
Why am I not seeing Chrome banner notifications?

Please note that these notifications will appear for a few seconds and slide away when there are no interactions with them. One way to check all the notifications received while you are away from your computer is to go to the notifications center in the Relay extension. See below:

If you're using Windows

  • Make sure your Focus Assist is OFF

  • Check Chrome Settings

    1. Open a new browser tab in Google Chrome
    2. Type in chrome://flags and hit Enter
    3. Search for "Enable system notifications" (for Chrome version 90 and above) or "Enable native notifications" (for Chrome Version older than 90). In the drop-down menu next to it, select "Disabled".

    4. This will prompt you to restart Chrome. Go ahead and do so.
    5. After restarting Chrome, you should be able to get notifications on your desktop from now on, although they will be in a slightly different style than you are used to.

If you're using MacOS

  • Make sure your Do Not Disturb is OFF

  • Make sure Banner/Alerts notifications are enabled for Chrome

    • Go to Settings > Notifications > select Google Chrome
    • Make sure Banner or Alerts chosen, and "Allow Notifications" is ON
  • Check Chrome Settings

    1. Open a new browser tab in Google Chrome
    2. Type in chrome://flags and hit Enter
    3. Search for "Enable system notifications" (for Chrome version 90 and above) or "Enable native notifications" (for Chrome Version older than 90). In the drop-down menu next to it, select "Disabled".

    4. This will prompt you to restart Chrome. Go ahead and do so.
    5. After restarting Chrome, you'll need to click "Accept Permissions" when you see this prompt

    6. You should be able to get notifications on your desktop from now on, although they will be in a slightly different style than you are used to.
How do I install and log into the Relay Chrome Extension?
  1. Check your email. You should receive an email invitation from Relay to log in.

  2. Finish creating your Relay account. Click the invitation link in your email and complete registering your account. Note: You MUST use the same email used in the Relay invitation.

    • If you received the email to your Gmail account, then you can click Sign in With Google.
    • Otherwise, you'll need to create a password.
  3. Download the Relay extension. You'll be prompted to download the extension once you're logged in by clicking Install Extension. You'll be sent to download it on the Chrome Web Store by clicking Add to Chrome.

  4. Click Add extension when you see the download prompt.

  5. Pin Relay on your browser. Click on the puzzle piece icon (top right corner) and then Click the pushpin icon next to the Relay icon. This will help you see all Relays assigned to you.

  6. Once logged in, you'll see this:

  7. Make sure you have enabled notifications to receive reminders on any outstanding action items.
  8. All new and outstanding Relays will appear on the Relay app indicated with a red badge.
How do I integrate Relay with Okta?
  1. Setup an app for Relay to connect to in Okta dashboard
  2. Update the app's config & policy
  3. Assign users/groups to the app
  4. Submit the Okta app's information to Relay dashboard
  5. Login with Okta from Relay

Setup an app for Relay to connect to in Okta dashboard

  1. In your Okta dashboard, navigate to Applications > Applications:

  2. From there, click on Create App Application and fill in as below:

  3. Click Next. It will redirect you to the new app's config page:

  4. Fill in Name & logo you can set as your preference (we suggest you set the name as Relay to make it easy for management). Set Grant type as Implicit (hybrid).

  5. Next, scroll down and fill in the Sign-in redirect URIs as https://dashboard.teamrelay.co/sso/okta. You can also remove the default Sign-out redirect URIs:

  6. Next, in the Trusted Origins section, fill in the Base URIs as https://dashboard.teamrelay.co/. This will allow Relay to send/request data from the Okta dashboard:

    If you don't see this step, see this section.

  7. Finally, in the Assignments section, you can choose to assign the groups you want to have access to this app:

    Select one:

    • Allow everyone: Everyone in your organization will have access to this app, which means they can all login into Relay with their Okta accounts.
    • Limit access to selected groups: Only allow selected groups to login into Relay with Okta accounts.
    • Skip for now: If you are not sure what to pick, we suggest you pick this option. You can make the assignment later.
  8. Hit Save to end the creation process.
  9. After the app has been successfully created, it will appear in the list of apps in Applications > Applications page:

    To manage the app, you can click on its name & it will bring you into the app's setting page.

Update the app's config & policy

  1. From the app's setting page, click on the Sign On tab. Scroll down and make sure User Authentication policy is set to Password only:

  2. Check if you have added https://dashboard.teamrelay.co to the list of Trusted Origins. From Dashboard > Security > API page, select the Trusted Origin tab and add the link there if it's not there yet:

Assign users/groups to the app

  1. From the app's setting page, click on the Assignments tab:

  2. You can see a table that will list all of the users/groups that you have assigned to this app. To assign new users/groups, click the Assign button. You can choose between assigning individuals and groups:

    For example, if you chose Assign to People, you can select each user you want to use the app:

  3. Okta will prompt you to setup their profile (app-specific, meaning the profile is for this app only) before saving the assignment:

    The fields will be pre-filled with the user's default profile, so if you don't have to make any change, just hit Save & Go Back. This will bring you back to the previous screen (showing list of users to assign). From here, you can assign another user, or hit Done to complete the assignment.

Submit the Okta app's information to Relay dashboard

You can only setup Okta integration in Relay dashboard if you are a Relay manager.

  1. From the dashboard, go to Settings page:

  2. Go to Okta Integration tab:

  3. Here you will need to provide Relay with 3 pieces of data: Domain, Client ID and Client Secret. You can get them from the app you just created in the last step.

    In your Okta dashboard, navigate to the app's setting page:

    The needed data is right in the beginning of the page so you just have to copy them over to Relay dashboard. Relay will prompt you to save the config you just put in, so go ahead and click Save.

    Congrats, you have just successfully integrated Relay with Okta!

Login with Okta from Relay

  1. After integration, assigned users from your Okta organization will be able to login into Relay with their Okta accounts. From the login page, hit Sign-in with Okta:

  2. Users will have to enter their email for Relay to verify first:

    If the email is of a valid account, Relay will prompt them with the complete login form:

  3. Now users can fill in the password & finish the sign-in!