Granting Accountant Access with Paylocity
Edited
Log in to your account as an administrator.
Navigate to User Accounts and add a "Non-Employee User" account.
Fill out out the details as follows:
User ID: the next available user ID (the tool will tell you which was last used)
Last name: Accountant
First name: TristanCPA
Email address: <DedicatedEmail>@tristancpa.com where Dedicated Email is the email address that we provided.
Create User ID: ClientNameAccountant1
Select the box for "Force User to Change Password?"
Click Save.