Prerequisites
Before you begin, ensure you have:
- Administrator access to your Payworks account.
- Your unique Payworks login credentials.
Step-by-Step Instructions
1. Log In to Payworks
- Navigate to the Payworks Login Page and log in with your credentials.
2. Access User Management
- In the left-hand menu, click on Settings.
- Select User Management.
3. Add a New User
- Click on Add User.
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Enter the following details:
- First Name: Agile
- Last Name: BK
- Email Address: Use the format admin+YOURCOMPANY@agilebk.com
-
🔁 Replace YOURCOMPANY with your business name or a unique identifier.
Example: If your company is “Beacon Consulting,” use:
admin+beacon@agilebk.com
4. Assign Permissions
Under User Roles, assign the permissions:
- Payroll Administrator: Full access to payroll processing and reporting.
⚠️ Note: Agile will only use access to view and manage financial data strictly for bookkeeping and advisory purposes.
We do not share, sell, or otherwise disclose any client data with third parties, and we never use your account to initiate transactions or make changes outside the scope of agreed-upon services.
5. Set Up Login Credentials
- Create a temporary password for Agile.
- Agile will be prompted to change this password upon first login.
6. Finalize and Send Invitation
- Review all the information entered.
- Click Save to send an invitation to Agile.
- Agile will receive an email with instructions to activate their account and set up their access.