iSolved - Add a Client User

Last updated: June 9, 2026

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

Instructions

To connect your account to this application you'll need to create a new Client User. For some systems, this requires reaching out to your HRIS or payroll account representative to complete a form. For network partners/providers powered by iSolved, please confirm with your representative prior to starting. See the instructions below.

PLEASE NOTE:

This process generally takes 1-2 weeks, but can take upwards of 4 weeks to complete depending on your iSolved representative's processing time. For more information about the processing time or to check on the status of the user, please contact your iSolved representative.

Instructions

  1. Complete the Client User Authorization Form using the information below: https://eform.pandadoc.com/?eform=5ae933c5-1fc4-4ac4-b58c-139eb4a08067

  2. Once the form is completed, please email your HRIS or payroll account representative to let them know you would like to add a Client User and attach the completed and signed form

    1. Please CC the email provided in Finch Connect when reaching out to your account representative

Client User Authentication Form - Required Fields

Please use the information in Finch Connect and below to fill out the form.

  • Client Request

    • Client Name: Company Name

    • Client Number: Company Number in isolved

    • Name: Name of employee completing form

    • Title: Title of employee completing form

  • New Contact Information

    • First Name: Developer Name

    • Last Name: Admin

    • Title: Admin

    • Email Address: Email address Provided in Finch

    • Primary: 917-717-3974

    • Type: Corporate

  • Role: Please assign the correct permissions based on the data you require

    • For Organizational Data Only (Employee Demographic and Employment Information, e.g.: Name, Address, Phone Number, DOB, Salary, Employment Status):

      • Human Resources (HR)

    • For Organizational and Pay Data (In addition to the above, this includes Pay Statement information, e.g.: Gross Pay, Deductions, Earnings, Tax Amounts):

      • Human Resources (HR)

      • Payroll

    • For Deductions/All Data (In addition to the above, this includes the ability to write deductions into the system):

      • Human Resources (HR)

      • Payroll

      • Benefits

  • User Rights

    • Full Access/All Information

  • Signature & Date

    • Sign and date the form

FAQs

💡 Why do I need to provide admin permissions to Finch?

💡 Which providers require help from a representative to add an admin?