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.
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.
Select the filter button on the right side (circled in yellow).
Click Create filter.
Select the checkbox next to Never send it to Spam.
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:
Make sure your Focus Assist is OFF
Check Chrome Settings
chrome://flags
and hit Enter
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".
Make sure your Do Not Disturb is OFF
Make sure Banner/Alerts notifications are enabled for Chrome
Check Chrome Settings
chrome://flags
and hit Enter
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".
After restarting Chrome, you'll need to click "Accept Permissions" when you see this prompt
Check your email. You should receive an email invitation from Relay to log in.
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.
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.
Click Add extension when you see the download prompt.
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.
Once logged in, you'll see this:
To connect your Okta organisation to Relay & allow Okta users to login as Relay users, please follow this guide.
In your Okta dashboard, navigate to Applications > Applications:
From there, click on Create App Application and fill in as below:
Click Next. It will redirect you to the new app's config page:
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).
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:
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 How do I integrate Relay with Okta - SSO > Update the app's config & policy.
Finally, in the Assignments section, you can choose to assign the groups you want to have access to this app:
Select one:
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.
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:
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:
From the app's setting page, click on the Assignments tab:
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:
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.
You can only setup Okta integration in Relay dashboard if you are a Relay manager.
From the dashboard, go to Settings page:
Go to Okta Integration tab:
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!
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:
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:
To allow Relay to track the user-base of your Okta organisation, please follow this guide. Make sure you have created a Relay app in the Okta dashboard & provide the needed configuration as instructed in How do I integrate Relay with Okta - SSO.
Okta Event Hook will inform Relay of the changes you make to your Okta user-base, such as:
Relay will response accordingly by creating Relay users matched with the Okta ones, or deactivate Relay accounts that are no longer allowed to access the Relay app on Okta. This helps Relay ensure a similar & convenient experience in user management, where Okta is now the single source-of-truth.
In your Okta dashboard, navigate to Workflow > Event Hooks:
From there, click on Create Event Hook and fill in as below:
Click Save & Continue. It will redirect you to the verification dialog:
Click Verify and wait for Okta to verify Relay's endpoint. After verifying successfully, you can see the new event hook appear in the table:
In your Relay dashboard, navigate to Settings > Okta and toggle the Webhook Autosync feature:
Congratulations! You have finished setting up an Okta Event Hook for Relay. You can now test it by making some test changes in your Okta dashboard (e.g. try assigning a test user to Relay app). You can go back and toggle off the feature anytime if you want to pause it.
However, please keep in mind that the event hook can only track changes from the moment it's created, so existing data will not be synced. In order to sync existing data (e.g. users that have already been assigned to Relay app previously), please see the next section.
In your Okta dashboard, navigate to Security > API > Tokens:
Click Create Token and choose a name you like for the API, then submit. Now copy down the newly-created token & make sure you save it somewhere else, because this will be the only time you are allowed to see it:
In your Relay dashboard, navigate to Settings > Okta. Provide the API token & toggle the Scheduled Autosync feature:
To sync an Okta group from your organisation with a Relay group, please follow this guide. Make sure you have created a Relay app in the Okta dashboard & provide the needed configuration as instructed in How do I integrate Relay with Okta - SSO. Ensure that you have also provided an API token as mentioned in How do I integrate Relay with Okta - SSO > (Advanced feature) Create an API token to allow a scheduled autosync of the user-base.
In your Okta dashboard, navigate to Workflow > Event Hooks:
From there, click on the name of the Event Hook & add 2 new event types: User added to group and User removed from group.
Click Save & Continue. It will redirect you to the verification dialog:
Click Verify and wait for Okta to verify Relay's endpoint.
In your Relay dashboard, navigate to Workspace > Groups, you should see a Sync With Okta button.
To be able to see this button, you have to configured the Okta config correctly. Clicking on the button will open up this dialog:
What you should know about the 2 actions:
Click Confirm. After Relay has finished processing your request, you should be able to see the newly linked Okta group reflected in the table.
At the bottom of the detail page, you should see a new section Synced with Okta Groups.