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Add administrators

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 

  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.  

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  1. Leena @ Wagepoint

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