Account settings for accountants

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.

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.

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

1. Sign in to your Partner dashboard.
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 remove.
5. Click Remove firm member on the right side of the page.
6. Select the access this firm member should have to existing clients:
   • If you remove the individual's access to all of your clients, then we'll remove the individual from your firm and your clients.
     • You may need to reassign another firm member as the primary admin for the client(s) before removing them.
   • Allowing them to maintain access to clients means your firm will no longer be able to access the clients.
     • You may need to remove other firm members' access to some clients before allowing that specific member to be removed from the firm.
7. Click Remove firm member.

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.

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:

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 for 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.