Dashboard
Aministration
Beyond allows you to add members of your team to your partner dashboard, enabling them to manage payroll for their clients. The process begins with an invitation. Once a team member accepts the invitation and creates a password, you can grant them access to the client companies they are responsible for.
Note: Only users with administrator access can add or remove other members within Beyond.
Inviting a Member
From your accountant dashboard, click “Members”, then click either “Invite Member” or the plus sign (+) at the bottom of the “Members” list.
Enter the following details for the new member:
- First name
- Last name
- Email address
- Administrator access
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Once a member is granted administrator access, they cannot be removed by another user. This security measure protects your account and payroll processes. If an administrator needs to be demoted or removed, click the “Submit a request” button below and log in with your Beyond credentials. These requests are typically processed on the same day.
Note: You will need your Beyond login credentials.
Click “Send” to invite the new member or administrator. They will receive an email prompting them to create a new password. We recommend that all users set up Multi-Factor Authentication in addition to using a strong password.
After the new member creates their password, they will appear in the “Members” list. The next step is to add them to the companies they will be consulting.
Adding Companies
To grant a member access to the companies your firm consults, click the plus sign (+) under their name.
Check each applicable company (or “Select All”) and click “Add Selected.”
Note: You can manage which companies are visible to members by using “Offices.”
Removing a Member
To remove a member, click on their name to open their profile. A panel 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 notification about this change, and no further action is required.
Promoting a Member to Administrator
You can promote any existing member to an administrator. Please be aware that administrators can add or remove members from any company in your organization and invite new members.
Click “Members,” then click a name to view their profile.
Click “Promote To Administrator.”
Removing Administrator Users
For security purposes, administrator users can only be added or changed by submitting a request to our support team. To remove or demote an administrator, click the “Submit a request” button below and log in using your Beyond credentials. These requests are typically handled on the same day.
You can also submit requests by clicking the link at the bottom of any help article or by starting a chat from your Beyond dashboard.
Need Help?
If you still have any questions, please don’t hesitate to reach out. Our team will be happy to provide answers and assist you in any way we can.