Account settings and firm management for Gusto Partners

If you're a Firm Admin, you may add accountants to your accounting firm. 

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'll 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.

Manage client access by firm member

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. Select the name of the firm member you need to change.
4. To add or remove clients, select Manage clients.
   • To add a new client, select the client under the “Client to assign” section.
   • To remove a client from this accountant, click Unassign next to the client name.
5. Click Save. 

Manage permissions by firm member

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. Select the name of the firm member you need to change.
4. Click Edit admin roles next to the specific client.
   • Full access: Choose full access to allow your admin to do everything you can (other than create admins).
   • Specific role: Choose select permissions to assign specific permissions related to payroll, HR, and benefits.
5. Click Save changes.

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

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. Navigate to the Firm directory section 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 are the Firm Admin for your firm.
2. Navigate to the Clients section of your account.
3. Select the client’s name.
4. Toggle to the Firm members tab.
5. Select Manage firm members.
6. Select the firm members that need to be added under the “Firm members to assign” section.
7. Click Save.

If you're a partner with Silver or above status, you can add your firm logo to your profile so it appears alongside the Gusto logo.

1. Sign in to your Partner dashboard.
   
   • You must be the billing admin on your firm's account to upload a logo. If you're unsure who is the billing admin on your account, please contact your Partner Advisor at Gusto.
2. Click Firm Details.
3. Next to Company Logo, select Upload Logo.
4. Select your file to upload.
5. Make sure it is in JPEG, GIF, or PNG format with no space around the edges of the image. 
6. Click Save.

If you’re a partner with multiple clients on your dashboard, you can choose which emails you receive for each of your clients. Follow these steps to customize your notification settings.

Set default email preferences for all clients

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. Go to 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. 

Customize email preferences per client

1. Sign in to your Partner dashboard.
2. Go to 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 or only critical emails.
   • Only critical emails: You'll only receive notifications when urgent action is required, such as payroll errors. You'll no longer receive emails that don't require action or impact your business. 
6. Click Save changes. 

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.