By default, your bookkeeper or accountant does not have access to everything in your Wagepoint account. This design prioritizes the security of sensitive payroll data while allowing flexibility through permission delegation and ensures that you are directly involved in decisions about who accesses their data.
Ultimately, whether or not you are regularly involved in managing your Wagepoint account, the Terms of Service agreement is between the Account owner and Wagepoint.
If you have further questions about permissions, please discuss with your bookkeeper or accountant.
Change permissions for your bookkeeper or accountant
1. Navigate to Settings > Roles & Permissions.
2. Select either Payroll administrator or Reports administrator role (whichever role is assigned to your bookkeeper or accountant).
3. Under Permission settings, click Edit.
4. Use the radio buttons to make your desired changes.
5. Click Save.
You can revoke your bookkeeper/accountant's access at any time.
Ultimately, your bookkeeper or accountant's access functions in the same way as an administrator in your own account. You can learn more about how to manage administrator user accounts, roles, and permissions here.