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Your sign-in (and giving staff theirs)
How sign-in access works: one admin login for the books, and separate limited logins for employees.
- The first login is the adminThe very first visit to your app shows "Create your admin login" — that account is the administrator for your whole company.
- Signing in after thatEveryone running the books signs in from the regular Sign in page with that username and password.
- Check who's signed inIn Books & Payroll, open the Users tab. The "Users & access" card shows who you're signed in as and how access works for your setup.
- Staff logins are separateThe "Staff portal logins" card on the same page gives individual employees their own limited login that can only see their own pay — see the guide "Give employees their own paystub login."
Good to know- A screen for adding a second full login (your bookkeeper, your spouse) isn't built yet — email [email protected] and we'll set one up for you.
Questions this guide didn't answer? Email
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