Prerequisites
Before you begin, ensure you have:
- Account Owner access to your Wagepoint account.
- Your unique Wagepoint login credentials.
Step-by-Step Instructions
1. Log In to Wagepoint
- Navigate to the Wagepoint Login Page and log in with your credentials.
2. Access User Management
- In the left-hand menu, click on Settings.
- Under Company Settings, select User Accounts.
3. Add a New Administrator
- Click on Add Administrator.
- Under Who are you adding?, select Non-employee.
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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 a Role
- Under 'What is their role?' select Payroll Administrator
⚠️ 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. Finalize and Send Invitation
- Click Add to send an invitation to Agile.
- Agile will receive an email with instructions to activate their account and set up their access.