👥 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
-
Navigate to your recordkeeper's unique Payroll Integrations portal.
-
Log in using your standard credentials.
👤 Step 2: Access User Management
-
Click on your email address in the top right corner of the screen.
-
Select “Manage Users” from the dropdown menu.
➕ Step 3: Create a User Reservation
-
Click the “Create Reservation” button located on the right side of the screen.
-
Enter the email address of the user you’d like to invite.
🔍 Step 4: Assign Scope & Access
-
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.
-
-
Begin typing the plan name or recordkeeper’s name, and select the correct match from the dropdown list.
-
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.