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👥 Adding a New User in the Payroll Integrations Portal

Follow the steps below to invite a new user to your recordkeeper's Payroll Integrations portal.

🔐 Step 1: Log In

1. Navigate to your recordkeeper's unique Payroll Integrations portal.

2. Log in using your standard credentials.

👤 Step 2: Access User Management

1. Click on your email address in the top right corner of the screen.

2. Select “Manage Users” from the dropdown menu.

➕ Step 3: Create a User Reservation

1. Click the “Create Reservation” button located on the right side of the screen.

2. Enter the email address of the user you’d like to invite.

🔍 Step 4: Assign Scope & Access

1. Choose the appropriate Scope for the new user:

   • Recordkeeper Admin: Access to all plans associated with the recordkeeper.

   • Plan Sponsor Admin: Access limited to a specific plan.

2. Begin typing the plan name or recordkeeper’s name, and select the correct match from the dropdown list.

3. Click “Save” to complete the reservation.

🔒 Note: Scope options may be limited based on the permissions associated with your own user role. If you’re unable to assign a certain scope, please contact your system administrator or Payroll Integrations support for assistance.

📧 Step 5: User Setup

• The invited user will receive an email from noreply@payrollintegrationsapp.com containing a link to:

  • Verify their email address

  • Set up a password for their account

⏳ Note: Invitation links expire after 3 days.
If the invite expires before it is used, a new invitation will need to be sent by repeating the steps above.

🔐 Multi-Factor Authentication (MFA)

Note: Some features require Multi-Factor Authentication (MFA) to be enabled.
To enable MFA, refer to the guide: Enabling Multi-Factor Authentication

🛠 Need Help?

For any further assistance, please submit a help desk ticket here and our team will get back to you as soon as possible.