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Manager Portal Training – The Basics
Employers are in control of the Worksite. Employers may upgrade the employee’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.