How to provide access to Gusto

Learn how to provide access to your Gusto account, so that we may manage your account or review the payroll you have processed.

Add an Accounting Prose administrator to Gusto:

1. Log in to Gusto as the Primary administrator
2. In the left-side menu click Settings
3. Click the Permissions tab
4. Click the green "Add a role" button
5. Select Global admin and click Continue
6. Select Not a team member, Accountant, Other
   1. First Name: MyTeam
   2. Last Name: Accounting Prose
   3. Email: myteam@accountingprose.com
7. Click Continue
8. Click Add Admin
9. Your new admin will receive an email welcoming them to onboard

An admin’s permissions dictate what they are able to see and do in Gusto, and which emails they receive. There are six different types of admin permissions available in Gusto:

1. Signatory — only one per company, designated during onboarding

   • The signatory has permission over signing documents. 
   • If you need to change the signatory, there’s a few extra steps (in a different location in Gusto).

2. Account owner (aka Primary admin) — only one per company, has Global admin access.

   • The only global admin with the ability to add, remove, or edit permissions for other users.
   • This type of access can be assigned to a team member, or a collaborator.

3. Global admin

   • Usually given to very few people because they'll have access to all of your company information.
   • This type of access can be assigned to a team member, or a collaborator.
     • When you give an existing team member admin-access (Limited, or Global), it creates a secondary admin profile for them—they'll need to switch between their employee and admin accounts based on what they're trying to do.
   • There’s no limit to how many Global admins you can have.

4. Limited admin

   • Choose access levels for each of the functions in Gusto.
   • This type of access can be assigned to a team member, or a collaborator.
     • When you give an existing team member admin-access (Limited, or Global), it creates a secondary admin profile for them—they'll need to switch between their employee and admin accounts based on what they're trying to do.
   • There’s no limit to how many Limited admins you can have.

5. Basic roles you can customize for one, or many — availability based on plan type

   • Delegate limited workflows and tasks to team members.
     • Other collaborators who are not team members must set up with admin-access (Limited or Global).
   • Most common for team members like managers who have roles outside of the standard manager access and permissions.
   • The amount of custom Basic roles you can create is based on what Gusto plan you have.

6. Basic individual permissions (for US employees) — no limit

   • Delegate limited workflows and tasks to team members.

You can read more about Gusto admins HERE.