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 –
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Log in to your Wagepoint account.
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In the dashboard > Administrators tab, click the [+ Administrator] button.
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Select the type of administrator –
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Partner administrators will have access to all client accounts associated with your firm. They can also create new client administrators.
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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 support@wagepoint.com.
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Enter the user’s first name, last name and email address
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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.
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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.
Leena @ Wagepoint
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