Special Offer - Add clients to your dashboard and earn up to $1,500!
For a limited time, you can earn an extra bonus for your firm when you add more clients to OnPay. Switch clients now and we’ll handle their year-end filings, or have us get everything set up and ready for January 1st. Get $500 when you add five new clients — and up to $1500 when you add 10 — who run payroll by Jan 31, 2021.
OnPay lets you add your team as members to your partner dashboard so they can run payroll for the client’s they're responsible for. All you have to do to get started is invite them. After they accept and create their password, you can add them to the companies they consult.
Note: Only administrative users are able to add and remove members in OnPay.
What we'll cover
Inviting a member
In your accountant dashboard, click Members.
Click either invite Member, or the (+) at the bottom of the "Members" list.
Enter the name and email address of the person you'd like to invite into the firm, and click Send.
The person you invited will then receive an email inviting them to create a new password.
Note: We recommend all users set up Multi-Factor Authentication in addition to having a strong password.
Once the new member has created their password, you'll see them in the "Members" list. Next, you'll need to add them to any companies they'll be consulting.
To add this member to companies that your firm consults, click the (+) under their name.
Check each applicable company (or "Select All") and click Add Selected.
Note: You can manage what companies are available to members with Offices.
Removing a member
To remove a member, click on their name to open their profile. A drawer will open on the right where you can click Remove Member.
In the red dialogue box, click Remove.
The removed member will receive an email notifying them of this change. There is no further action needed.
Adding and removing administrative users
To add or remove admins to your dashboard, please email us at firstname.lastname@example.org and give us the new member's full name and email. This request is typically handled same-day.