- Identify the 8 digit Paychex company ID(s) for the account(s)
- Send the ID(s) to support@ceterus.com and wait for confirmation that Ceterus has requested access to the account(s)
- Log in to Paychex
- In the center of the dashboard, locate a tile called Tasks - the request from Ceterus should appear here
- Click on the user ceterus01
- In the toolbar that appears, click “No role assigned” in the Admin Role box
- On the next screen, select the role of Reporting Admin
- After saving, go back to the previous toolbar and save
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