How to Add Administrators & Grant Permissions

Company administrators can add new administrators and control what level of access they have across banking and HR features.

Who Can Add Administrators

Only Company Admins can add or manage administrators.

How to Add an Administrator

Step 1: Log in as a Company Admin

You must be logged in with Company Admin permissions to perform this action.

Step 2: Navigate to Administrators

1. Go to the Settings tab

2. Click Administrators

Step 3: Click “Add Administrator”

On the Administrators page, click Add New to begin.

Step 4: Choose the Administrator Type

You’ll see two options:

Option 1: Existing Employee or Contractor

Choose this if the person already exists in Every and is visible in the People tab.

• Select Employee or Contractor

• Search and select the existing user

Option 2: External Third-Party Administrator

Choose this if the person is not already added to your company in Every.

• Select External Third-Party Admin

• Enter:

  • First Name

  • Last Name

  • Work Email

Step 5: Assign Role & Access Level

Select the appropriate role based on the access you want to grant:

Bookkeeper

• Access to banking features

• Can create payments

• Requires approval to send funds

Best for accountants or finance partners who should not move money independently.

Company Admin

• Full access to the platform

• Can send funds without approval

• Can manage settings, users, and administrators

Best for founders or core finance operators.

HR Admin

• Access to People, employee, and contractor information

• No banking permissions

Best for HR or People Ops team members.

HR Admin + Bookkeeper

• Access to People data

• Banking access with approval required for sending funds

Best for operators who manage both HR and finance workflows but should not send money independently.

Step 6: Save

Once roles are selected, click Submit to complete the setup.

Summary of Roles

Adding a Third-Party Administrator:

1. Provide Information:

   • Select the second option to add a third-party administrator, such as an accountant or bookkeeper.

   • Enter the administrator's name, last name, and work email address.

   • Choose the Bookkeeper permission level.

2. Send Invitation:

   • The system will send an invitation email to the provided email address.

   • The recipient can use this email to create an account and log in to Every as a third-party administrator.