This article is about Justworks PEO and Payroll. What product am I using?
How to Connect Clients to Advisor Dashboard
Once your Advisor Dashboard account is created, the next step is to connect clients to Advisor Dashboard so you can manage their Justworks accounts. You can add clients to your account through one of two options:
- Get invited by the client to access their company’s Justworks account
- Send a request to the client for admin access to their Justworks account
Below, you’ll find more details on each option for adding clients to your Advisor Dashboard.
1. Receiving and Accepting an Invitation from a Client
Clients can share access to their Justworks PEO or Justworks Payroll account by sending an invitation to their partners using Advisor Dashboard. Only admins of the client’s Justworks account who have both ‘Manage’ permissions and ‘Manage employees’ permissions will be able to send an Advisor Dashboard invitation.
Admins of Justworks Payroll accounts can follow these steps to invite an Advisor Dashboard user, and admins of Justworks PEO accounts can follow the steps outlined below.
After logging into Justworks PEO, the admin can navigate to the ‘Third Party’ tab under the ‘Manage’ category on the left-side menu and click on ‘Invite Center.’ In the Invitation Center, they can scroll to the ‘Third Party or Temp’ section to find the ‘Accountant or Accountant Firm’ member type.
Screenshot showing the Invitation Center in Justworks PEO.
Once the admin selects the ‘Add Accountant’ button, they will be asked to fill out their accountant’s details and mark the permissions they’d like the accountant’s firm to have as a whole. By sending the invite, the admin acknowledges that adding an accounting firm can allow multiple individuals at the firm to access their company’s information.
Screenshot of the statement that will need to be acknowledged before an accounting firm invitation can be sent.
Once the ‘Send Invite’ button is clicked, an invitation is sent to the email address provided. The invitation will expire after seven days. If it expires, the client admin will need to follow the steps above to send a new invitation.
Admins can keep track of sent invitations in the Invitation Center. Please note that only one accountant firm can be added for a client company at a time.
Screenshot showing a pending invitation in the Invitation Center.
On the accountant’s side, an invitation email like this is received:
Template of the invitation email an accountant would receive after being invited by a company admin.
Clicking the ‘Accept invite’ button will take the accountant to Advisor Dashboard:
Screenshot of the Advisor Dashboard landing page.
If the accountant has an existing Advisor Dashboard account, they’ll be able to click the ‘Log in’ button to connect the client to their existing account.
If they do not have an existing Advisor Dashboard account, they’ll need to click the ‘Get started’ button to create an Advisor Dashboard account for their firm. Accountants will need to create a username and password specific to their Advisor Dashboard account, as existing Justworks PEO or Justworks Payroll account credentials cannot be used for an Advisor Dashboard account.
Once the accountant is signed up or logged in, they will see the Advisor Dashboard home view. Please note that whoever accepts the client invitation will be automatically assigned to the client in Advisor Dashboard, and any other firm members who need access to the client will need to be assigned.
2. Sending an Invitation to a Client
If an accountant prefers to initiate the invitation process themself, they can send an invitation to their client requesting the client’s Justworks account to be added to their Advisor Dashboard view. This type of invitation is referred to as a firm invitation.
A firm invitation can be sent by logging into Advisor Dashboard and clicking the ‘Add New Client’ button located in the top right corner of the homepage, as well as the top right corner of the ‘Payroll’ and ‘PEO’ tabs.
Screenshot showing the 'Add new client' button in Advisor Dashboard.
To send the invitation, you’ll need to select ‘My client has a Justworks account’ and click ‘Next’ at the bottom of the page.
Screenshot showing where to indicate whether a client already has a Justworks account or not.
Then, you will need to enter the client’s business name, FEIN, and the Justworks platform they use (Justworks PEO or Payroll) before clicking ‘Next’ again.
Screenshot showing the client information that will need to be entered before sending an invitation.
On the following page, you will need to choose the permissions your firm needs for the client’s account and click ‘Next’ to submit the invitation. All of the client’s admins with the necessary permissions — both ‘Manage’ permissions and ‘Manage employees’ permissions — will receive an email and a notification in their Justworks account to approve the request.
Specifically, the email they receive will look like this:
Template of the email a client will received once an invitation is sent to them through Advisor Dashboard.
Once the client clicks ‘View Request,’ they’ll be prompted to log into their Justworks account, then edit the permissions listed and reject or accept the request.
Alternatively, clients can accept or decline firm invitations by logging into their Justworks account and navigating to Manage > Third party.
Screenshot showing where a client can accept an accounting firm's invitation in Justworks.
By clicking ‘View Request,’ they will be able to review the firm permissions requested and grant access to the third-party admin.
Screenshot showing the permissions an admin will be able to grant an accounting firm.
Advisor Dashboard users can track client invitations in the ‘Requested’ section under the ‘PEO’ or ‘Payroll’ tab, depending on which platform the client is using.
Screenshot showing where an accountant can view pending client invitations in Advisor Dashboard.
If the FEIN entered for an invitation does not match with any customers on the Justworks platform selected, the invitation will not be sent successfully.
Disclaimer
This material has been prepared for informational purposes only, and is not intended to provide, and should not be relied on for accounting, 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.