How to invite a collaborator to help you with payroll

Wave makes it easy to let others help run and manage your payroll. You can give access to a trusted individual – an accountant, a bookkeeper or a business partner, for example – by inviting him or her to be a Payroll collaborator. Inviting a collaborator to Payroll means that person will be able to access and make changes to the Payroll and Reports sections of your Wave account.

Note: If you would like the guest collaborator to have access to your other accounting information, you will have to send a separate invitation.

  1. Click on the Settings option in the left menu then click the Payroll Collaborators under User Management.
  2. Under Invite a Guest Collaborator, enter the email address of the person you want to collaborate with and click Invite.
  3. Your collaborator will receive an email with an invitation to collaborate with you. If the collaborator is not a preexisting Wave customer, they will receive instructions to create a password. The email address you sent the message to and the new password will give them access to your payroll.

    If your collaborator already has a Wave account, they can log into Wave as usual, but will be able to see your payroll as well as any other businesses connected to the Wave account.

Ending or canceling collaborator access

If you would like to terminate your collaborator's access, follow the steps above to access the Payroll Collaborators page. Click the trash icon to the right of the collaborator's name. You will be asked if you would like to remove the collaborator. Click Remove and that collaborator will no longer have access to your business's payroll.