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Justworks - Add an administrator

Updated

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

 

Please note: Justworks allows companies to add third-party admins, such as accountants, HR professionals, or legal counsel to their accounts. Though these individuals can have varying permission levels, they will not count as team members towards your company’s Justworks pricing.

 

Instructions

Step 1: Add a 3rd party administrator

1. Navigate to Manage > Employees.

2. Click Add in the top right corner.

3. Enter the information below:

  1. Member Type: 3rd Party Admin/Accountant
  2. Admin Access: Yes
  3. First Name: Enter the name provided in Finch Connect
  4. Last Name: Admin
  5. Start Date: Today’s date
  6. Work Email: Enter the email address provided in Finch Connect
  7. Send Invitation To: Work Email
  8. Send: Now
  9. Show in Directory and Org Chart: No

4. Select Invite.

 

Step 2: Set up 3rd party admin permissions

1. Navigate to Company > Permissions. Make sure you are on the Administrator permissions tab.

2. Select the pencil icon ✏️ next to Your admins. Click Add an admin and search for the 3rd party admin you just added.

justworks-1.png

3. Ensure the 3rd party admin has access to the following permissions:

    1. Settings: Edit employee permissions, Edit company settings
    2. Payments: View invoices & reporting
    3. Company HR: Manage employees, Upload & view all documents
    4. Benefits: Manage company benefits

*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 the Company Level Permissions page.

 

FAQs

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

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