This article is about Justworks PEO and Payroll. What product am I using?
Why am I getting the error “Your firm members must share the same email domain. This domain is not allowed.”?
Advisor Dashboard has a security protocol in place that all members of a firm must share an email domain. For example, if Justworks had a firm on Advisor Dashboard, all of our firm members would be required to have an email ending with @justworks.com. Additionally, Advisor Dashboard currently limits the use of public email domains, such as @gmail.com, @yahoo.com, etc.
Why am I getting the error “It looks like your firm is already on Advisor Dashboard. Contact your firm administrator to access your firm’s account?”
In an effort to streamline your firm’s and its clients’ accounts, Justworks limits accountants from having more than 1 firm account on Advisor Dashboard. If a member of your firm tries to create a second firm account, they will receive this error. To rectify this, your member should be invited to the existing Advisor Dashboard account using the steps below.
I added a new client through my Advisor Dashboard account, but I’m not seeing them in my client list. How can I fix this?
When you utilize the “Add new client” button in your Advisor Dashboard account, this initiates the process of inviting a new client to onboard onto Justworks Payroll. Companies that are in the process of onboarding onto Justworks Payroll will appear on your Clients > Payroll > Enrolling tab. Companies on this tab will not add to your client count on the main dashboard.
It looks like I don’t have the appropriate access to my client. What can do I to increase my access?
Your clients can update your firm’s access to their account at any time! To do this, they will need to navigate to Manage > Third party > Edit. This screen will allow them to add or remove permissions your firm has access to.
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.