If you're a Gusto Partner, you can manage different aspects of your accounting firm from your partner dashboard.
Note: Some actions can only be performed by the Firm Admin, like adding or removing firm members.
If you're a Firm Admin, you may add accountants to your accounting firm.
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
Manage permissions by firm member
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.
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.
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.
Customize email preferences per client
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.