Need to let your accountant view or manage your payroll data?
If you want to give them access to all the companies within your organisation, just follow these easy steps:
- Log in to BrightPay with your admin credentials.
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Go to My Organisation - Team Members and Invite New Member
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Enter their email address.
Choose the appropriate access level:
For them to view or export reports, select a limited permission role (Payroll Processor)
For full management rights (Administrator)
- Send - Your accountant will receive an email with a link to create their account and access your payroll data
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Once they accept the invite and log in - they can start working with your payroll.
NB - If you prefer to allow your accountant to view only a single employer within your organisation, it’s best to add them as a Standard or Super User on the Client Portal.
For details instructions on this please click here.
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