You may find the need to invite additional individuals to help administer your company information, employee list, or payroll activities. You can invite a colleague from within your company or a third party, like a bookkeeper or a representative from your payroll company.
Note: Please confirm that you invite only individuals who are authorized to act on your company's behalf.
Inviting Other Administrative Users During Onboarding
During your initial company onboarding, you can invite a new administrator by selecting the Invite someone to help with payroll or administration button, located at the bottom of the screen.
Inviting Other Administrative Users After Onboarding
After onboarding, if you would like to add or edit individuals who are authorized to take action on your company's behalf, you may begin by selecting the "Manage Admin Team" tab. Then, click the Add Teammate button.
Adding a New Administrator
After selecting the Invite someone to help with payroll or administration or Add Teammate button, adding a new administrator is as simple as entering their email address. In the "Add Teammate" pop-up box, enter a valid email address for the team member, then select Send Email Invite.
Each person you invite will be sent an email asking them to register for your company's portal.
From the "Manage Admin Team" tab, you can view the status of any added teammate. Once a new team member completes registration and sets up their login credentials, their status will appear as “Registered.” They can now act as an administrator.
If needed, you can always resend the email invitation by clicking Resend Invitation or remove someone's access by selecting Remove.