Information Center

Search The Help Center

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 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.