Within a Partner account, there are four potential roles: Account owner, Account administrator, Payroll Administrator, and Reports Administrator.
Each role has a different view of the Client directory within a firm.
The descriptions below reflect the default permissions for each role, but keep in mind that if you change the permissions for these roles, their access changes accordingly.
Account Owner - This role will see all available information for all clients and all administrators. They have full access to all aspects of the account. Account owners can see Client overviews and edit Administrators assigned to each client.
Account Administrator - Responsible for creating/adding clients or adding new administrators. This role can only add payroll admins and reports admins. Account Administrators can see Client overviews and view Administrators assigned to each client. Account admins are not able to add or edit other account admins, just payroll or report admins.
Payroll Administrator - Responsible for running the payroll for the clients assigned to them. In the dashboard, this administrator will be able to see the payrolls and onboarding status of those clients assigned to them by an Account Owner or Account Administrator.
Reports Administrator - Responsible for reviewing reports for those clients assigned to them. In the dashboard, this administrator will only be able to see the reports of those clients assigned to them by an Account Owner or Account Administrator.