Linking Video on how to create a Justworks Service Account + Link
Step One: Navigate to Manage Employees
On the Justworks Landing Page, navigate to the "Employees" section under "Manage" to add the Service Account.
Step Two: Click "Add" on the top right corner
Click "Add" on the top right hand corner of the screen to create a new Employee.
Step Three: Click "Add 3rd-Party"
After you click "Add", please navigate to the bottom of the screen to "Add third party or temp". Expand this section, and click "Add 3rd-party".
Step Four: Add all the information for Merge Service Account
Now you will need to add the information to create the Employee that will be leveraged for the Service Account integrations. (Most important information bolded below)
You will use the Name + Email within Merge Link to populate First Name, Last Name, and work. email.
Member Type: 3rd Party Admin / Accountant
Admin Access: Yes
First Name: Merge
Last Name: Service Account
Title: Service Account
Manager: can be empty
Department: "No Department" + can be empty
Office: "Remote" + can be empty
Work Email: *Input email provided in Merge Link*
Send Invitation to: Work Email, Now
Note: If you are transitioning your Justworks account from a previous authentication process, you will have to re-open the linking modal to open Merge Link and pull the work email. This email address won't be found in Justworks.
For Personal / Home Email: please leave blank. Merge will go through the process of updating this field automatically with another generated email after the Service Account is created.
Once completed, press "Invite Merge".
Step Five: Add all the appropriate permissions
Once you "Invite Merge", you will need to confirm the Service Account's permissions. Please confirm that the Service Account should be an "Admin", and the below permissions.
Required permissions to sync ALL Merge fields. This can be adjusted based on your use case if certain data points are not required:
Edit Company Settings
View all employee information
View basic employee information
Upload and View all Documents
View Invoices and Reporting