At any time during your use of Colorado SecureSavings, you may find the need to invite additional people to help administer your company information, employee list, or payroll activities.
You can invite a colleague from within your company or a third-party provider, like a bookkeeper or someone from your payroll provider. Please take care to only invite individuals who are authorized to take action on your company's behalf. During your initial company onboarding, you can invite a new administrator by selecting the Manage Admin Team link.
During the onboarding flow, you'll always find that link on the bottom, right-hand side of your screen.
From the Manage Admin Team screen, adding a new administrator is as simple as entering their email address. To get started, select the Add Teammate button.
In the Add Teammate pop-up box, enter a valid email address for the new administrator. Then click the Send Email Invite button.
You will be brought back to the Manage Admin Team screen where you will see the status of any added teammate.
Each person you invite will be sent an email asking them to register for your company's Colorado SecureSavings portal.
Sample:
Once they complete their registration, where they set up their login ID and Password, they will be able to act as an administrator. If needed, you can always resend the email invitation by clicking the Resend Invitation link.
Once your invitee has set up their login credentials, you will see their status as "Registered". You can delete a registered user if you decide they should no longer have access.
After you've completed your company onboarding, you can add or delete administrators in the Company tab, by selecting Manage Admin Team.