Follow the instructions outlined below to sync your inDinero and Justworks accounts. Before you get started, note that only admins with the permission to “edit employee permissions” can complete the steps outlined below.
Navigate to the Employees tab under Manage on the left navigation bar.
Select +Add in the top right corner.
Input the following information:
- Employment Type
3rd Party Admin / Accountant
- First Name
- Last Name
- Email Address
(e.g. if your company name is Evolve Enterprises, the email will be firstname.lastname@example.org)
- Title (Optional)
- Manager (Leave blank)
To ensure your team can access the reports and invoices they need, you’ll also need to set up the proper permissions for this new user profile. Start by visiting Company-level Permissions.
There, select View invoices & reporting on the right side of the screen. Click Save.
Your team will automatically receive an email invitation and will set up the account the rest of the way.