To connect your Paychex Flex account to this application you must set up a new admin user. Please follow the instructions below.

Finch Connect Video Walkthrough

Before you start

Confirm that you are an administrator in Paychex Flex with the ability to create new users and assign roles. Typically this would require Super Admin privileges at minimum. You can navigate to this article to set yourself in Paychex Flex with the required Super Admin role HERE. 

Instructions

1. Log into your Paychex Flex account

2. Open the menu at the top left

3. Select the Company Directory tab in the left sidebar

4. Click on the blue + Add button on the top right of the page and select User

5. Enter the following information in the Add New User screen:

   1. First Name: Enter the name provided in Finch Connect

   2. Last Name: Admin

   3. User Phone (Primary): 9177173974

   4. User Email: Enter the email address provided in Finch Connect

6. Click Invite User on the bottom right corner

7. At the bottom of the screen, open the menu titled Is [USER] an administrator? to open the permissions menu

8. Navigate to the Access tab

9. The user will initially have no permissions assigned. Select No role assigned to open the user roles menu

10. Select Company Admin from the list of available roles. Note: Your company may use fewer roles than are available here.

11. The Access screen will update to show the new role. Verify that the admin role shows as Company Admin with access to Everyone. Click Save to confirm the options.

FAQs

💡 Why do I need to provide admin permissions?