Insperity

Please create a non-employee user account for Pilot access by following the instructions below.

• Go to Security, and click Client Users
• Click +Add New
• On Client User page, enter:
• User name: Pilot Bookkeeper
• Email: username@vip.pilot.com
• Click Save.
• On Contact page, enter:
• First name: Pilot
• Last name Bookkeeper
• Types of Contact: None
• Click Save.
• On Role Membership page, enter:
• Skip for now.
• Leave Organization Access as "none".
• Leave Organization Access as "Pay Group Access" as empty
• On Reports Group Access page:
• Select Standard Reports
• Leave Client group Access and Restricted Field Access as blank.
• Save.