How can PSP admin assign a new team member to the client in greytHR Pro?

greytHR Pro is a tool that enables the PSPs (Payroll Service Providers) and their team members to securely configure and log in to multiple greytHR accounts of clients.

Only the PSP admins and the team members assigned the role of an Admin can assign new team members to clients.

To assign a new team member to the client, the PSP admin must perform the following actions:

1. From the greytHR Pro account login, navigate to Clients. The Clients page opens.

2. Select and click the client to whom you want to assign a new team member. The Client Details page opens.

3. Click the Manage Assignee tab. 

4. Click the + icon available on the card. The Assign new team member to client pop-up appears.

5. From the User dropdown list, select the required user.

6. Select the Enable User Primary SPOC checkbox if you want to make the new user as a primary SPOC for the client.

7. From the Select greytHR role dropdown list, select the required role.

8. Select  Assign to client permanently button if you want to assign the new user permanently to the client.

9. From the Access Date Range dropdown calendar, select the required date range.

10. Click Assign to assign a new team member to the selected client. A success message appears and the card displays all the selected details.

      Note: You can also edit and revoke access by clicking the Edit and Revoke Access icons.

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Related Links:

Video- To watch the video on greytHR Admin portal, click here

FAQs- To read more FAQs about greytHR Pro, click here.

Documentation- To learn more about the greytHR Pro, click here.

Product Update- To read about the product update, click here.