My Team
In the My Team section, you can see all the members of your Bureau Team and manage their permissions.
Each member's role will determine the type of access they have to the bureau features and client management.
Member Roles
There are 6 roles that can be selected for each members:
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Owner
This is the primary point of contact. If you would like to change the owner, please contact our support team.
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Payroll Manager
Payroll managers are able to access all features, with the limitation of not being able to change the Owner's permissions.
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Payroll Implementor
Implementors can create and have full-access to clients and their configuration; whilst having no access to bureau configuration. -
Payroll Operations
Operations gives access to bureau settings and configurations but no access to payroll or client data. These include settings for white labelling for those on Bureau Premium.
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Payroll Specialist
Payroll specialists can access all client-related features, but will be limited from adjusting bureau/advisor settings
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Payroll Professional
Payroll professionals will be able to access all clients to work on their accounts, but they will not be able to adjust any configurations or create new clients
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Payroll Assistant (Own Clients)
Payroll assistants will only be able to access and work on payrolls that they are assigned. To assign payrolls, check out: Manage Clients by Teams, Tags and Assignees
Adding New Members
Add your newest team member into your Advisory by clicking the Invite Add New Team Member button.
Insert their name and email address, then click Send Invite.
New invitees will, by default, be given the lowest role possible: Payroll Assistant (Own Clients). This can be changed immediately after the user is invited.
Accepting Invite
Users who have been invited to the advisor will have the option to Decline or Accept the invite before being able to access the Advisor Page
Removing Access
If you are the owner, you can remove a member can be done by clicking the red button on the right of the team member, as shown in the initial screenshot