Help Center / LEYMAX PAYROLL

Team roles

Four roles: Account Owner, Managing Partner, Payroll Manager and Financial Reviewer.

Each team member comes in with a role, and the role decides what they can do in every clinic of the account; permissions are never granted one by one. The «Account Owner» opened the account: they can do everything and nobody removes their access. The «Managing Partner» is for the other partner: same as the owner with payments and bank accounts. The «Payroll Manager» is for whoever runs payroll: uploads periods, adds workers, rates and salaries and prepares the payment. Of the tax ID they see the last 4: they can type it when adding or correcting someone, but viewing it in full is only for the owner and the partner. When they finish, they press «Let them know it is ready» and the owner and the partner get it in the bell and by email; they review it and close it. If the owner turns on «The manager can close payroll» (in Payroll rules or when giving them access), the manager closes it themselves and the owner and the partner get «Payroll was closed: review it». Paying them and the bank file always belong to the owner and the partner. The manager also does not see or touch the workers’ bank accounts, give access or set up the account (neither the connection to the visit system nor the employer setup). The «Financial Reviewer» is for the accountant or an advisor: opens Payment history and Reports, sees what was paid and downloads the reports, and changes nothing. Each person sees only what their role does: tabs, buttons and My account sections that are not part of their role do not appear (Connections, Payment rules, the bank and the Membership belong to the owner and the partner; in Payment rules the manager only sees the calendars). The owner and the partner manage the team in My account → Team; only the owner names or removes a partner. People are on the left; tap someone to see their role, their Records role if you have both products, their status and what they can do. «Give access» opens a two-step window: choose the person (from the Records team, internal staff or someone new) and their role, seeing what they can and cannot do; then review before sending. They get an email that expires in 72 hours, and the bell tells you when they accept. «Change» the role goes through the same window, and «Remove access» takes away their entry without touching their payments or data. The workers you pay do not get access.

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