This article is about Justworks PEO, Payroll and Employer of Record. What product am I using?
Justworks allows companies to share access to their Justworks accounts with accountants, HR professionals, legal counsel, and others, to their Justworks account.
These third-party admins can be assigned varying permission levels and do not count as team members toward your company’s pricing.
You can add third-party admins and accountants by going to ‘Third party’ under the Manage category on the left-side menu and clicking on ‘Invite center.’
From the Invitation center. Expand the "Add third party or temp" dropdown.
To Add your Accountant/Advisor:
To add a third-party accountant, click the "Add accountant" button. CPAs, Accountants, Controllers, Bookkeepers, Fractional CFOs, and Tax/Financial advisors would be added using this workflow.
Note: To add a third-party admin who doesn’t fit into the accountant category mentioned above, skip to the “Add Third-party admin” section in this article.
You’ll then enter your accountant’s information, such as first name, last name, email, and firm name. Click “Continue.”
Then, you’ll assign 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 off 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 permission to do their job. Whoever the accountant adds from their team will show up on your account, so you can always see who has access.
Click Send Invite.
Once you click “Send Invite,” an email invitation is sent to your accountant or accounting firm.
From the invitation center, 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 Accountant workflow again.
To Add Third-party admin:
Click the "Add third-party" button to add a third-party admin. Use this workflow to add HR consultants, legal counsel, brokers, and other non-accountants.
Next, you’ll be able to indicate that you’d like this person to have admin access. From there, you’ll have to enter this individual’s basic information, such as first name, last name, and email. You can also add this person’s title, manager, department, and office, if applicable. Once you select their start date, you will be able to choose whether to send the invite now or later.
Once you send the invitation email to your new admin, you’ll be able to select which admin permissions they should have.
You’ll be able to check as many of the permissions as you wish. If you need more information about what each permission entails, you can select the downward-facing arrow next to each for more information or refer to our Company Level Permissions page.
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.