The primary admin on the account is the only person who can add, remove, or edit the permissions of the other admins. In order to add Salt & Main as the accountant on your Gusto account, follow these steps:
- Sign into Gusto as the Primary administrator.
- Head to the Settings section.
- Click the Permissions tab.
- Click Add or edit admins in the “Gusto Admins” card.
- Click Add new admin.
- Select the following options on the next screen:
- Set our employment status as not an employee
- Select Accountant from the drop down menu under “Who are they?”
- Select the best option under the “What will they help you with?”
- Enter the First and Last name of your account manager
- Enter our email of Admin@SaltAndMainAccounting.com
- Select Full Access under “Which roles will the admin need…?”
- Click Add Admin at the bottom.
And that’s it! We will receive an email to finish setting things up on our end.
Reference: Gusto Help Center – Manage administrator permissions