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Add firm members to your Partner account

If you are a Firm Admin, you may add or remove individuals from your accounting firm.

Add a firm member

  1. Sign in to your Partner dashboard.

  2. Navigate to the Firm directory section of your account.

  3. Click Add firm member.

  4. Enter your new firm member's name, email, and select if they will be a firm admin.

    • Firm admins have the ability to add/remove firm members to any company as well as create other firm admins.

  5. Click Save & continue.

  6. Select which clients the firm member will manage (have access to).

    • Note: if the firm member is already a payroll admin on a company account, do not select for them to manage any companies during the invite flow. 

      • Once set up as a firm member, you can return and assign which companies they'll manage.

  7. Click Save & continue.

  8. Select whether you’d like to give the member full access, or select permissions.

    • Full access - choose full access to allow your admin to do everything you can (other than create admins).

    • Select permissions - choose select permissions to assign specific permissions related to payroll, HR, and benefits.

  9. Click Send Invite.

Your new firm member will need to accept the invite via email before becoming accessible in your Firm directory.

Payroll, benefits, HR and more.