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 on the left-side 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. Go to 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.

Manage permissions by firm member

1. Sign in to your Partner dashboard.
   • Make sure you’re the Firm Admin for your firm.
2. Go to 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.

Change the firm admin to a firm member

1. Sign in to your Partner dashboard.
   • Make sure you’re the Firm Admin for your firm.
2. Go to 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.

If you're 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 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. Navigate to 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 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, 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. 

Customize your marketing email preferences 

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. Go to 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.

If you submitted a ticket about payroll, taxes, benefits, or reported a notice in Gusto, you can now check the status of it.

A few reminders

• We’re still working on this feature—during its beta phase, not all accountants will have access. We’ll update this article when it becomes available to all accountants.
• For now, you’ll only be able to view support tickets you’ve personally submitted. You will not see tickets created by other firm members or your clients. 
  • Your clients can track the status of tickets they’ve submitted in their Gusto accounts. 

Check the status of a ticket

1. Sign in to your Partner dashboard.
2. Head to the Help section. 
3. Scroll to the bottom of the page and click View support tickets.
4. Click the subject of a ticket to get additional detail about the ticket status.

Toggle between the Open and Closed tabs to find current and historical tickets.

For tickets in the Open tab, you'll see:

• The subject
• Click the subject of the ticket to see a pie-shaped tracker with the statuses:
• Received
• In progress
• This has been assigned to someone on our team, and we’re looking into it. We’ll be in touch soon.
• Closed
• Client name
• If you see “No linked client”: We’ll still help with the case, we just may not be able to display the client name.
• A reference number
• A submission date

For tickets in the Closed tab, you'll see:

• The subject
• A reference number
• A submitted date
• A closed date

Share your feedback

We’d love to hear your feedback and ideas—click Share feedback at the top of the page to let us know how this feature could be more helpful.

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. 

If you want to close your accounting firm's payroll account, follow the steps to cancel your account. 

To close your firm's Partner dashboard / Partner profile, contact us from the Help or Priority support section, so we can assist with next steps.