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, board members, 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.
Add a third-party admin
You can add third-party admins by going to Third Party under the Manage category on the left-side menu and clicking on Add.
Select Expand in the row for Add third party or temp.
Then select Add third-party.
Indicate that you’d like this person to have admin access by selecting Yes. Take care when granting administrative access to your company’s Justworks account since this will grant permission for someone to view your company information and perform actions on your behalf.
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 third party 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.
You’ll see which other teammates are assigned certain permissions when hovering over the arrow.
As an example, if this third party admin is a benefits consultant that will assist you in selecting your company’s insurance plans, you’ll want to make sure you check the box Manage company benefits under Benefits and then Update Permissions.
You can always review and manage permissions for all individuals with Justworks accounts by looking under Company and viewing the Permissions page.
Add an Accountant, Accounting Firm, and/or Advisor
To add a third-party accountant, under Manage, select Third Party and then Add firm. CPAs, Accountants, Controllers, Bookkeepers, Fractional CFOs, and Tax/Financial advisors would be added using this workflow.
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.
When you add an accountant or accounting firm, they may add other individuals to help manage your account.
Check off the box to recognize that the accountant can assign permissions to their team members.
You only have to do this once. The accountant will add their team with whatever permissions are needed.
Select Invite firm.
An email invitation will be sent to your accountant or accounting firm.
You'll be able to see the invited firm under Third party admins.
Invitations expire after 7 days. Once it expires, your client must resend the invitation by completing the Add Firm workflow again.
Each user the accountant adds from their firm will show up on your account, so you can always see who has access and you can remove access at any time by clicking on a third party admin's name and then scheduling a termination.
You can also add/remove administrator permissions from your Third Party Admin accounts or Accounting Firms at any time by going to the Permissions page.
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.