Link Your Account to Another with Linked Accounts

Benefit to the OnTheClock User

Access key information from your clients without having to log in to a separate account. Add an existing account to your parent account, or set up a brand new account. Click here to start the account sign up, or read further for set up instructions.

To Set Up Linked Accounts From a Browser as an Accountant

Accountants, please click here to learn more about this feature.  You will need to sign up as an accountant to benefit from the free account and discount to your clients.  If you already have an account, you may reach out to support, support@ontheclock.com, and they can make the change for you. 

You will need to provide one of the following after sign up: An email address containing the business domain, CPA license number, a PDF of Articles of Incorporation, DBA, or other founding documents, or a signed document on company letterhead stating you are an accountant/payroll/bookkeeper.

  1. Login as the administrator of your account.
  2. Click on “Settings” at the top of the screen.
  3. Select “Accountant Dashboard.”
  4. If you know the email address of the administrator of the account you would like to link, click "Request Access to Client Account."
  5. Enter the client email and click "Request Access."
  6. The invitee will then need to check their email and follow the steps and link to approve and connect.  They will need to click the link, sign in, and in the “Advanced Settings” tab (found in “Settings”, then “Time Clock Settings” if not using the link) they will need to go to the “My Accountant” section and click “Approve Connection.” 
  7. Once complete, you may return to the "Accountant Dashboard" to see your clients.
  8. Billing can be changed by clicking on “Change Billed Account”.
  9. If at any time you wish to no longer be linked to your client, you may click “Disconnect”.

Create Additional Accounts as an Accountant From a Browser

  1. Login as the administrator of your account.
  2. Click near your name/down arrow in the upper right corner.
  3. Click on “Account Info.”
  4. Scroll to bottom and click “Linked Accounts."
  5. Click "Create New Account."
  6. Enter "New Company Name."
  7. Enter "Contact Name."
  8. Enter the new client "Email Address."  If you leave it blank, you will be the admin and will not be able to log in separately from your main account.
  9. Enter the "Password."
  10. Select a "Time Zone" from the drop down.
  11. Click the "Create New Account Now" button.

To Set Up Linked Accounts From a Browser as a Business

If you are a business that would like to link other accounts to yours, follow these steps.  This is useful if you have multiple locations and would like to group all together for the pricing discount, if you have separate pay periods, or if you have a large number of employees, as this can be an easier way to manage your account.

  1. Login as the administrator of your account.
  2. Click near your name/down arrow in the upper right corner.
  3. Click on “Account Info.”
  4. Scroll to bottom and click “Linked Accounts."
  5. If you know the email address of the administrator of the account you would like to link, click "Request Access to Another OTC Account."
  6. Enter the email and click "Request Access."
  7. The invitee will then need to check their email and follow the steps and link to approve and connect.  They will need to click the link, sign in, then in the “Advanced Settings” tab, they will need to go to the “Who Can Access My Account” section and click “Approve Connection.”  If not using the link, go to "Settings", then "Time Clock Settings" then you will see "Advanced Settings".
  8. Once complete, you may return to the Linked Accounts screen and you will see your connections.
  9. Billing can be changed by clicking on “Change Billed Account”.
  10. If at any time you wish to no longer be linked to another, you may click “Disconnect”.

If a New Account is Needed, Create a New Account From a Browser

  1. Login as the administrator of your account.
  2. Click near your name/down arrow in upper right corner.
  3. Click on “Account Info.”
  4. Scroll to bottom and click “Linked Accounts."
  5. Click "Create New Account."
  6. Enter "New Company Name."
  7. Enter "Contact Name."
  8. Enter the new client "Email Address."  If you leave it blank, you will be the admin and will not be able to log in separately from your main account.
  9. Enter the "Password."
  10. Select a "Time Zone" from the drop down. 
  11. Click the "Create New Account Now" button.

 

 

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