Adding additional users as recordkeeper admins can be completed in a few quick steps:
- Navigate to your recordkeeper's unique Payroll Integrations portal and log in with your normal log in.
- Click your email in the top right corner of the screen.
- Click "Manage Users"
- Click "Create Reservation" on the right side of the screen.
- Type the email address of the user you'd like to add.
- Select the Scope of that person (Recordkeeper admins have access to all of that Recordkeepers plans, Plan Sponsor Admins have access to just their plan).
- Start typing the plan name or recordkeepers name and select the correct one from the list.
- Click 'Save'
- That person will get an email from noreply@payrollintegrationsapp.com with a link to verify their email and set up their password.
Please note, some features will require that Multi-Factor Authentication is enabled. To set up MFA, please view Enabling Multi-Factor Authentication.
For any further assistance, please submit a help desk ticket here and we will get back to you as soon as possible.