Account Settings
Account Settings is a new feature; please feel free to provide feedback by clicking on the NEW label. There are certain settings or preferences that you might want to apply to all companies or users on your account. This can be done on the Account Settings screen, by going to the Profile icon ( ) > Account Settings.
Account Settings option
This option will be visible only to Account Owners and full access Admins.
The first field, Role in Payroll Services, is designed to help us get to know our customers better. It is for informational purposes only and will help us understand how and by whom our system is used. The following options are currently available:
- Payroll Bureau
- Accounting Firm
- In-House Payroll – Multiple Companies
- In-House Payroll – Single Company
Default Company Preferences¶
In this section, you can set certain preferences that will be applied to all new companies.
Preferences for existing companies
The option to apply the auto-enabling of Self-Service (discussed below) to existing companies will appear in a pop-up only once you have chosen your role, ticked the Auto-enable Self-Service box, and clicked on Save.
Auto-enable Self-Service¶
Check this box if you want Self-Service auto-enabled – for all employees with an email address – for all the companies in your account.
More information about auto-enabling Self-Service for employees in a single company is available here:
Default User Preferences¶
In this section, you can set certain preferences that will apply to all users or certain groups of users on your account. As mentioned on the screen, you need to set these preferences separately for your other accounts if applicable.
The 2FA boxes discussed below allow Admin users to enable a setting to ensure that all users and employees (Admin and Self-Service) are required to enable 2FA before doing anything on their profile. As an Admin user, you can check none, one, or both of them.
Make 2FA mandatory for all users (excl. employees)¶
Check this box to make 2FA mandatory for all users on your account but not for employees.
Checking 2FA for users
If you want to see which users have enabled 2FA, you can go to the Profile icon ( ) > Manage Users, and look for green checkmarks in the 2FA? column.
Make 2FA mandatory for all employees with Self-Service¶
Check this box to make 2FA mandatory for all employees with Self-Service enabled.
Checking 2FA for employees
If you want to see which employees have enabled 2FA, you can go to Employees > Self-Service, and look for green checkmarks in the 2FA? column.
More information about 2FA and how to enable it is available here: