Account settings and firm management (for Gusto Partners)

1. Sign in to your Partner dashboard.
2. Click the Firm directory section on the left-side of your account.
3. Click Add firm member.
4. Select if they should be a Firm admin, who has permission to manage the firm’s Gusto Pro account, other firm members, and firm billing.
5. Enter your new firm member's name and email address.
6. Click Select clients.
7. 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.
8. Click Add firm member.

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

Important: If the firm member you’re removing is a primary admin for any of your clients, you’ll need to change the primary admin to another firm member before being able to remove them.

1. Sign in to your Partner dashboard.
2. Click the Firm directory section on the left-side of your account.
3. Next to the firm admin’s name, click the three dots under the “Actions” menu and select Remove firm member.
4. Choose whether the firm member should maintain client access.
   • Allowing them to maintain access to their clients means your firm will no longer be able to access their accounts, and you’ll have to remove all other firm members from that accountant’s clients.
5. Select Remove [Accountant’s name].

1. Sign in to your Partner dashboard.
   • Make sure you’re the Firm Admin for your firm.
2. Click the Firm directory section on the left-side of your account.
3. Select the name of the firm member you need to change.
4. To add a new client, click the + button and select the client(s) you’d like to add. Click Assign clients to apply your changes.
5. To remove a client from this accountant, you can either:
   • Click the three dots next to a client and select Unassign.
   • Select clients using the checkboxes on the left side. Then, click Actions and select Unassign clients. Confirm your selections by clicking Unassign clients.

1. Sign in to your Partner dashboard.
   
   • Make sure you’re the Firm Admin for your firm.
2. Click the Firm directory section on the left-side of your account.
3. Select the name of the firm member you need to change.
4. To change the firm member’s permissions for a client, you can either: 
   • Click the three dots next to a client and select Edit admin roles.
   • Select clients using the checkboxes on the left side. Then, click Actions and select Edit admin roles.
5. Choose the firm member’s permissions for the client(s): 
   • Full access: Choose full access to allow the firm member to do everything you can (other than add or remove admins).
   • Specific role: Choose select permissions to assign specific permissions related to payroll, HR, and benefits.
6. Click Save changes.

1. Sign in to your Partner dashboard.
   
   • Make sure you’re the Firm Admin for your firm.
2. Click the Firm directory section on the left-side of your account.
3. Click the name of the firm member you need to change.
4. Click Edit next to "Overview."
5. Select the required Firm Role for the admin.
6. Click Save Changes.

1. Sign in to your Partner dashboard.
   
   • Make sure you're the Firm Admin for your firm.
2. Click the Clients section on the left-side of your account.
3. Next to the client’s name, click the three dots under the “Actions” menu and select Assign firm members.
4. Select the firm members you'd like to assign to the client.
5. Click Assign firm members.

1. Sign in to your Partner dashboard.
   
   • Make sure you're the Firm Admin for your firm.
2. Click the Clients section on the left-side of your account.
3. Select the client’s name.
4. Toggle to the Firm members tab.
5. Select the firm members you'd like to remove from the client using the checkboxes on the left side. 
6. Click Actions and select Unassign firm members.
7. Finalize the action by clicking Unassign firm members.

If you need to remove a company from the firm dashboard, you'll need to reach out to the primary administrator at the company themselves and ask that they remove you as a payroll administrator. 

These defaults will be used for all of your client emails when it is applied and for all new clients that you add.

1. Sign in to your Partner dashboard.
2. Click the Settings section.
3. Choose the Email preferences tab.
4. Click Edit next to “Default email preferences.”
5. Next to the different categories, select either All emails or Only critical emails.
   • Only critical emails: You'll only receive notifications when urgent action is required, such as payroll errors. 

1. Sign in to your Partner dashboard.
2. Click the Settings section. 
3. Choose the Email preferences tab. 
4. Under "Client product emails," select the client you want to customize email notifications for.
   • To change settings for just one company, find the name of the client and click Edit. 
   • To change settings for multiple clients at once, check the box next to each one. Then click Actions and choose Bulk edit.  
5. For each category, choose whether you want to receive All Emails, Action required and critical emails, or Critical emails only.
   • All emails
     • We’ll contact you frequently with information about your account—includes informational notifications where no action is required from you. 
   • Action required and critical emails
     • We’ll contact you about day-to-day operations (like employee time cards), and any critical information.
   • Critical emails only
     • We’ll contact you with only critical information (like blocked payroll, risks to your account, and legally required messages).
   • Custom—specify by topic what level of notifications you’d like for
     • Payroll: Running payroll for employees or paying contractors.
     • Finance and accounting: Viewing payroll reports and integrations with accounting software.
     • Tax and compliance: Tax filings, workers' compensation, and compliance.
     • HR and onboarding: Onboarding, time, and performance tracking.
     • Benefits: Setup and management of employee and contractor benefits.
     • Others
6. Click Save changes. 

Opt in or out of certain marketing categories, or unsubscribe from all marketing emails. You can also manage these email settings by clicking the unsubscribe link in the footer of any marketing emails you've received. 

1. Sign in to your Partner dashboard.
2. Click the Settings section. 
3. Choose the Email preferences tab. 
4. Scroll to the “Marketing emails” header, and click Edit.
5. Use the checkboxes to let us know if you'd like to receive marketing emails about:
   • New features and updates
     • Product announcement and upcoming events.
   • Offers and promotions
     • Seasonal promotions and upcoming product offers and savings.
   • Feedback and surveys
   • Gusto sales representative communications
     
     • Emails about Gusto's plans, pricing, and new customer implementation. 
6. Click Save changes.

You can also toggle to unsubscribe from all marketing emails—if you do, you'll also be unsubscribed from any future marketing email categories.