Adding Additional Users to Payroll Integrations Inc.

Adding additional users as recordkeeper admins can be completed in a few quick steps:

  1. Navigate to your recordkeeper's unique Payroll Integrations portal and log in with your normal log in.
  2. Click your email in the top right corner of the screen.
  3. Click "Manage Users"
  4. Click "Create Reservation" on the right side of the screen.
  5. Type the email address of the user you'd like to add.
  6. 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).
  7. Start typing the plan name or recordkeepers name and select the correct one from the list.
  8. Click 'Save'
  9. 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.