Complete the steps below to invite Ceterus to access your Gusto payroll account.
- Log in to Gusto
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Go to Settings > Permissions > Add Role
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Choose limited admin
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Choose “Full Access” for the following sections. All other options can remain No Access:
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Pay > Run Payroll
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Reports > Payroll reports and tax filing
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Scroll to the bottom and click continue
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For the “Who are you giving access to?” section:
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Employment Status: “Not a team member”
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Relationship to your organization: “Accountant”
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What will they help you with?: “Provide advisory services” and “Take care of taxes and reporting”
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First Name: Ceterus
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Last name: Bookkeeping
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Email: gusto@ceterus.com
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Then, click continue
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When the page loads, review your selections. Then scroll to the bottom click “Create role”.
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You’re done! Return to Edge to let your representative know so they can look out for the invitation.
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