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Set up and manage admin accounts
Set up and manage admin accounts
Rebecca Russell avatar
Written by Rebecca Russell
Updated over a week ago

On PayFit, there are two types of admin accounts:

  • Employee: This is an employee who exists on your payroll, who will also have admin access to the payroll. When they log in to PayFit, they can choose whether to log in as an employee, or an admin.

  • External person: This can be a user who isn't on your payroll, for example, if they work for another entity, or for an external company. This could also be an employee on the payroll, where their employee space and admin space logins should be separate. For example, they'll use their personal email address to access their employee space, and their professional email address to access their admin space.

Important note: Granting admin access allows users to see all of your company's payroll data, including; employee personal details, salary information, payslips, leaves, HMRC submissions, payroll reports, etc.

Set up an employee admin account

  1. From the left, choose Access & emails, then Administrators.

  2. Click Create account.

  3. From the Employee drop-down, select the relevant employee.

  4. Click Next.

  5. From the Role drop-down, select Administrator.

  6. If applicable, from the Job title drop-down, select the admin's job title.

  7. Click Create account.

The employee will receive an email notification advising they now have access to the admin space. When they next log in to PayFit, after entering their login details, they'll be asked to choose to log in as an employee, or as an admin.

Set up an external person admin account

  1. From the left, choose Access & emails, then Administrators.

  2. Click Create account.

  3. Choose An external person.

  4. Enter their Forename, Surname and Email address, then click Next.

  5. From the Role drop-down, select Administrator.

  6. Click Create account.

The admin will receive an email invitation from PayFit asking them to create their admin space account.

Delete an admin account

If an admin leaves your company, or they no longer require access to your payroll information, you can delete their admin account. To do this:

  1. From the left, choose Access & emails, then Administrators.

  2. Next to the relevant admin, click the Actions (...) button, then Delete.

Manage your own admin account

Change your login email address

  1. Log in to your PayFit account.

  2. From the bottom-left, click your company name, then Personal settings.

  3. Click Change login email.

  4. Enter your existing password, then click Continue.

  5. Enter your new email address, then click Change email.

  6. On the email notification you received from PayFit, click the link to confirm your email address.

Merge two PayFit accounts

If you have multiple PayFit accounts, you can merge them to access them from a single email address.

To make these steps clearer, we'll refer to the following two PayFit accounts:

  • Account A - Your PayFit account that's currently using the incorrect email address.

  • Account B - Your PayFit account that's currently using the correct email address.

  1. Log in to Account A.

  2. From the bottom-left, click your name, or your company name, then click Personal settings.

  3. If you're logged in as an employee, click the Login & Security tab.

  4. Click Change login email.

  5. Enter the login details associated with Account A.

  6. Enter the correct email address.

  7. PayFit states that the email address is already in use on another account, enter the password of Account B to confirm it's your account.

  8. You'll receive an email notification to the correct email address, click the link to confirm the merge of your accounts.

  9. Click Next, then click Back to login page.

Once your accounts are merged, you'll use a single login to access both accounts. You'll use the password set up on Account B. If you'd like to change the password, you can do this through the Login & Security tab again.

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