Our permission system is designed to protect sensitive payroll data while allowing flexibility for our accounting and bookkeeping partners.
By involving clients in the permission delegation process, we ensure a secure, transparent, and efficient workflow that benefits everyone involved.
- Security of Sensitive Data: Payroll information is highly confidential. Restricting administrative access by default helps protect against unauthorized access.
- Compliance with Data Protection Laws: Ensures adherence to legal requirements for handling sensitive information.
- Control and Accountability: Keeps the account owner informed and in control of who has access to critical system functions.
Benefits of This Approach for Accounting and Bookkeeping Partners
-
Enhanced Client Trust
- Transparency: Clients are directly involved in decisions about who accesses their data.
- Stronger Relationships: Open discussions about permissions can lead to deeper trust and collaboration.
-
Reduced Liability
- Shared Responsibility: Involving clients in permission decisions distributes accountability.
- Compliance Assurance: Helps protect your firm from potential compliance issues related to unauthorized access.
-
Operational Efficiency After Delegation
- Customized Permissions: Once permissions are delegated, you can perform necessary tasks without delays.
- Flexibility: The system allows for specific permissions to be granted based on your role and needs.
How to Request Administrative Permissions
-
Initiate a Conversation with Your Client
- Explain the tasks you need to perform that require administrative access.
- Discuss the security measures in place to protect their data.
-
Outline the Benefits
- Highlight how granting permissions will improve efficiency and service quality.
- Assure them of your commitment to maintaining data security.
-
Guide Them Through the Process
- Offer assistance in navigating the system to delegate the necessary permissions.
- Provide resources or connect them with Wagepoint support if needed.
Frequently Asked Questions
How does this benefit me as a partner?
Involving the client builds trust and strengthens your professional relationship. It also reduces your liability by ensuring that permissions are granted appropriately.
Additional Resources
-
Guide: Roles, permissions, and user accounts for Administrators
- Step-by-step instructions on how clients can delegate permissions within Wagepoint.
-
Key changes in 2.0 for Partners
- This article outlines some key changes to be aware of for partners who have experience in our 1.0 system and are upgrading to Wagepoint 2.0.