The reason we need this is to be able to connect your payroll software to our accounting software. Additionally, we may need to run payroll reports for taxes and other reports as needed. We will not touch any data without making sure we are aligned with roles and responsibilities around payroll.

1. Login to your Gusto Account. At the top right, make sure you're logged in as the primary administrator. (Note: You must be the primary administrator on the account to add additional admins. If you aren't the primary administrator, please send these instructions to the primary administrator to complete.)
   

   

2. Click the bottom left of your screen where your company is highlighted
   

   

3. Then click on "Settings"
   

   

4. Under company, click on "Permissions"
   

   

5. Click on "Add a role"
   

   

6. Select "Global Admin" and press "Continue"
   

   

7. Click "Not an employee" and select "Accountant" under "Who are they?"
   

   

8. Select "Run payroll for me" under "What will they help you with" and enter the new admin's details. Please use "Josh Hall" and josh@jhandco.com.
   

   

9. Next click "Save role"
   

   

Thank you!
J. Hall and Company