Manager Portal Training – The Basics

Review the Client Worksite Manager Training Slides or if you would like a more in-depth training session, contact your HR Account Representative for training support!

Employers are in control of the Worksite. Employers may upgrade the employeeā€™s credentials and grant additional Client Account Access permissions, through approving them for a Worksite Manager (WSM) Role and by layering on additional HR Roles, for a variety of responsibilities.


Trusted Advisors, non-employees such as accounting firm associates, can be granted credentials for access to your client data credentials in a similar fashion as well.