(CA) Add administrators - Partner dashboard

Important Note: Adding a Partner or Client Admin to your partner dashboard, should only be people that work for your Accounting/Bookkeeping Firm. If you need to add a non-employee admin to a clients account, our customer support needs to do this for you.

Account owners can create partner and client administrators; however, partner administrators can only create client administrators. Here’s a handy chart that shows what functionality is available to which user type for quick reference –

1. Log in to your Wagepoint account.
   
   

2. In the dashboard Administrators tab, click the [+ Administrator] button.
   
   

3. Select the type of administrator –

   1. Partner administrators will have access to all client accounts associated with your firm. They can also create new client administrators.

   2. Client administrators will only have access to the companies to which they are assigned. Note: these are users who work for your firm. If you need to set up a non-employee administrator for your clients, contact [e-mail]. 
      
      

4. Enter the user’s first name, last name and email address
   
   

5. If you are setting up a client administrator, use the multi-select dropdown to specify which companies they should have access to from the list. 
   
   

6. Click [Save] – we’ll send an email to the user inviting them to set up their password, so they can log in to access the dashboard and their client accounts.  

Note:  Only the Account Owner will have access to the firms own payroll account (if you are running your own payroll with Wagepoint as well).  If you need one of the firms employees to have access to that account as well, please contact customer support at [e-mail] to request this is done.  Please include the users full name and email address in your request.