Access client accounts as an Outside Collaborator - Accountants & bookkeepers
As an Outside Collaborator in Beyond, you can manage client accounts with a range of permissions. When a new client company is added to your partner dashboard, you are automatically granted access as an Outside Collaborator with all permissions enabled.
Levels of Access
All Outside Collaborators have the ability to view and edit employee information, run reports, and create onboarding workflows. Additional access can be granted by the client to allow you to:
- Add and remove other Outside Collaborators
- Approve pay runs
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If you need to show a client how to enable these permissions, you can share the relevant article with them.
Logging into a Client’s Account
- Click “Companies.”
- Click “Launch” for the client whose account you want to access. This will take you to their company dashboard.
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From the company dashboard, you can perform tasks like viewing employees, creating onboarding workflows, and running reports. It is a good practice to confirm that you have all the necessary permissions to assist your client.
Viewing Your Current Permissions
- Click “Company” to navigate to the “My Company” tab.
- Scroll down to the “Accountant/Bookkeeper” panel and click to expand it.
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Here, you will see a list of permissions the company owner has enabled for your organization. For example, a client may have enabled permissions for you to approve pay runs and to add and remove other outside collaborators.
If you are missing the permissions you need, contact the client’s Beyond account owner to request access. They can update your permissions easily. Alternatively, you can contact the Beyond support team for assistance by submitting a request. Submitting a request is a fast and secure way to get help with technical or tax-related issues.
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.