Gusto Payroll Setup Instructions

Complete the steps below to invite Ceterus to access your Gusto payroll account.

  • Log in to Gusto
  • Go to Settings > Permissions > Add RoleGusto 1.png

  • Choose limited adminGusto 2.png

  • Choose “Full Access” for the following sections. All other options can remain No Access:

    1. Pay > Run Payroll

    2. Reports > Payroll reports and tax filing

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  • Scroll to the bottom and click continue

  • For the “Who are you giving access to?” section:

    1. Employment Status: “Not a team member”

    2. Relationship to your organization: “Accountant”

    3. What will they help you with?: “Provide advisory services” and “Take care of taxes and reporting”

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  • First Name: Ceterus

  • Last name: Bookkeeping

  • Email: gusto@ceterus.com

  • 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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