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.
Add a firm member to your partner account If you're a Firm Admin, you may add accountants to your accounting firm.
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Sign in to your Partner dashboard.
- Navigate to the Firm directory section of your account.
- Click Add firm member.
- 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.
- Click Save & continue.
- 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.
- Click Save & continue.
- 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.
- Click Send Invite.
Your new firm member will need to accept the invite via email before becoming accessible in your Firm directory.
Manage access and permissions by firm member -
Sign in to your Partner dashboard.
- Make sure you’re the Firm Admin for your firm.
- Navigate to the Firm directory section of your account.
- View the accountants with your firm from the Firm members tab.
- Click Edit next to the firm member’s name you’d like to manage access for.
- 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.
Remove a firm member from your partner account If you are a Firm Admin, you may remove individuals from your accounting firm.
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Sign in to your Partner dashboard.
- Navigate to the Firm directory section of your account.
- View the accountants with your firm from the Firm members tab.
- Click Edit next to the firm member’s name you’d like to remove.
- Click Remove firm member on the right side of the page.
- 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.
- Click Remove firm member.
Bulk add accountants to a client -
Sign in to your Partner dashboard.
- Make sure you are the Firm Admin for your firm.
- Navigate to the Firm directory section of your account.
- Click the Clients tab.
- Click on Edit next to the client name to view and manage access.
- Click on Manage access, and use the + button to add members or the x button to remove access.
- Click Update to save your changes.
Add your firm logo to your partner account 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.
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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.
- Click Firm Details.
- Next to Company Logo, select Upload Logo.
- Select your file to upload.
- Make sure it is in JPEG, GIF, or PNG format with no space around the edges of the image.
- Click Save.
Customize your client email preferences 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:
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Sign in to your Partner dashboard.
- Go to the Settings section.
- Choose the Email preferences tab.
- 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.
- For each category, choose whether you want to receive all emails or only critical emails.
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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.
- Click Save changes.