Special offer: Earn up to $10,000 when you switch more clients to OnPay
Our Partner Program for accountants and bookkeepers includes year-round perks — like free payroll for your firm and revenue sharing. But right now, we’re also offering a bonus of up to $10,000 when your firm switches more clients to OnPay.*
Adding dashboard members
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 following new member information:
- First name
- Last name
- Email address
- Administrator access
Making this member an Administrator will mean that you can no longer remove them from your organization without contacting OnPay at email@example.com. This request is typically handled same-day.
Click Send to invite this new Member or Administrator.
They'll 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.
Promoting a Member to Administrator
You can make any existing Member an Administrator. Understand that administrators can add or remove members to any company in your organization, as well as invite new members.
Click Members, and then a name to view their profile.
Click Promote To Administrator.
Removing administrative users
To remove or demote administrative users in your dashboard, email us at firstname.lastname@example.org. This request is typically handled same-day.