1. In the navigation menu, go to Firm settings.
2. Under Firm settings, select the relevant tab:
- General: General settings include your company’s basic information as well as settings which impact all clients connected to your partner dashboard.
- Banking (optional): Enter your banking information if you intend to pay subscription fees on behalf of your clients.
- Account verification: If you have added or edited your banking details, you will need to go through the account verification process.
- Notifications: Adjust email notifications for all role types. Toggle notifications off/on for the company entirely or check relevant boxes to indicate which notifications you wish each role to receive.
3. Click Edit to make your changes.
4. Click Save.
General settings
Your general settings impact all clients connected to your partner dashboard. Some settings are only defaults, which can be changed at the client level, while others will apply to your whole client base.
Choose how subscription fees will be handled for your clients. You can either have clients pay directly, or cover fees on their behalf as a partner.
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Decide how your firm’s admins should be granted access to client accounts:
- Automatically assign all admins to all new and existing clients
All your admins will be able to log in to all client accounts. You can manually remove admins by going to the client's overview in your client directory - Manually assign admins to individual clients
Admins will only be able to log in to their assigned clients. Upgraded clients will keep their admin assignment setting from 1.0.
- Automatically assign all admins to all new and existing clients
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Enforce two-step approval
If enabled, two-step approval will be turned on for all clients who have given you payroll administrator access (and who don’t have auto-run on). Only you can turn off two-step approval for your clients. You can also change this setting for a specific client by going to the client directory page, accessing that client's account overview, and editing their two-step approval setting.
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If enabled, all firm admins will be blocked from approving client payrolls. The approve button will be turned off in the payroll workflow. This setting overrides any approval permissions given by clients.
Change general settings
- In your navigation bar, go to Firm settings.
- On the General settings tab, click Edit.
3. Make any changes to the General settings, then click Save.
FAQs: Firm settings
- In your partner dashboard, go to Firm settings > General and click Edit. Under Admin assignment, change your default setting to Automatically assign all admins to all new and existing clients, then click Save.
- In your partner dashboard, go to Firm settings > General and click Edit. Under Admin assignment, select your preferred default setting, then click Save.
- In your partner dashboard, go to Firm settings > General and click Edit. Under Default billing for monthly subscription fees, change your default setting, then click Save.