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March 19, 2019
Question

How can we add payroll to this client and give them access ?

  • March 19, 2019
  • 1 reply
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1 reply

March 19, 2019

Hello it3,

 

You can add payroll by going to Employees down the left hand side once in the client's account and then selecting a plan. You can give the client access by adding them onto the account as a user through the cog wheel, then manage users. Select new user and choose which type of access you would like to give them, it will then ask for you to enter the client's name and email address. This will send them an email with a link that will allow them to set up their own account.

 

Thanks,

 

Talia