Manage your firm directory

How to manage access and permissions by accountant

1. Sign in to your Partner dashboard.

   • Make sure you’re the Firm Admin for your firm.

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

3. View the accountants with your firm from the Firm members tab.

4. Click Edit next to the firm member’s name you’d like to manage access for.

5. Click on Manage clients button or click Edit Permissions based on your need.

   • Manage clients - use the + button to add clients or the x button to remove access, then click Update to save your changes.

   • Edit Permissions - Select whether you’d like to give the member full access, or select permissions, and follow the prompts to update.

     • 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.

How to bulk add accountants to a client

1. Sign in to your partner dashboard.

   • Make sure you are the Firm Admin for your firm.

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

3. Click the Clients tab.

4. Click on Edit next to the client name to view and manage access.

5. Click on Manage access, and use the + button to add members or the x button to remove access.

6. Click Update to save your changes.