Please note: this article is about the Justworks Payroll product. Not sure which product you're using? Check out: How Do I Know Which Justworks Product I Have?
Justworks Payroll allows companies to share access to their Justworks accounts with accountants, HR professionals, legal counsel, and others, to their Justworks account. We recommend adding CPAs, Accountants, Controllers, Bookkeepers, Fractional CFOs, and Tax/Financial advisors by following the steps under the ‘Inviting your Accountant’ section below.
For other third party admins who will not be receiving any payments through the platform, but need access to company-level account information, such as HR consultants, broker partners, or legal counsel, we recommend following the steps in the ‘Inviting other Third party admins’ section.
Inviting your Accountant
To add a third party accountant or bookkeeper, an admin with Company Settings permissions and Manage Employees permissions can navigate to the ‘Third party admin’ tab under ‘People’ on the left side bar. From this page, click the ‘Add firm’ button.
You’ll then enter your accountant’s information, such as first name, last name, and email. Click “Continue.”
Then, you’ll assign the admin permissions you want the accountant firm to have by checking off the box next to each available permission. You’ll find a description for each permission set by clicking the down arrow. Permissions can be changed at any time.
Then, check the box to sign off on the language that the accountant can use to assign permissions to their team members. You only have to do this once; the accountant will add their team with the permissions needed to do their job. Whoever the accountant adds from their team will appear on your account, so you can always see who has access.
Once you click “Invite firm,” an email invitation is sent to your accountant or accounting firm.
From the ‘Third party admin’ tab, you'll be able to see your invited firm. Invitations expire after 7 days. Once it expires, the client must resend the invitation by completing the ‘Add firm’ process again.
Inviting other Third party admins
To add other Third party admins to your company’s Justworks Payroll account, an existing admin with Company Settings permissions will need to click the ‘Add a person’ button on their Justworks Payroll dashboard.
On the next page, the new admin’s details will need to be entered after you select Third party admin from the Member type dropdown
The details requested include:
- Full name
- Phone number
- Email address
- Title
- Office location (optional)
- Start date
Note: To add a third-party admin, such as an accountant or bookkeeper, please review this article's ‘Inviting your Accountant’ section above.
Once all of the new member’s information has been filled out, you will see invite options listed at the bottom of the page. This will allow you to choose when the new member should receive their invitation link to join Justworks Payroll.
When the new admin receives their Justworks Payroll invite email, they will need to use the link included in that email to complete their account set up and ensure they’re ready to receive payments through the platform.
Granting Admin Permissions to Members
In order to grant your new admin access to Justworks Payroll, a current admin with Company Settings permissions will need to bring up the new member’s profile page in Justworks Payroll and click the 'Permissions' tab on the left side of the page after the invitation has been sent.
Once here, you can click the 'Edit' button. On the next page, you will be able to check off all of the admin permissions the member needs, and save those changes.
Then, the member will be able to view the company-level account information they need to access.
Disclaimer
This material has been prepared for informational purposes only, and is not intended to provide, and should not be relied on for, legal or tax advice. If you have any legal or tax questions regarding this content or related issues, then you should consult with your professional legal or tax advisor.