Overview

Sawyer is a class registration and payment processing platform. When you accept payments through Sawyer, the payouts you receive may include registration fees, refunds, and Sawyer's own processing fees all bundled together. We need access to your Sawyer account to pull the underlying transaction reports so we can correctly categorize revenue, fees, and any other items that hit your books.

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What You'll Need

Login access to your Sawyer account with owner or admin-level permissions
The Bench email address: thirdpartylogins+business.name@bench.co

Note: The Users & Permissions feature is only available on Sawyer's Grow and Scale plans. If you are on the Launch plan, you will need to upgrade before completing this setup.

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Setup Instructions

Log into your Sawyer account at https://www.hisawyer.com/auth/tools/log-in
Click your Provider name in the upper right hand corner
Select 'Users & Permissions'
Click '+Invite User'
Enter the following email address: thirdpartylogins+business.name@bench.co
- Replace "business.name" with your actual business name. If your business name has multiple words, put a dot between each word (e.g. thirdpartylogins+the.coffee.shop@bench.co)
Set the role as: Accountant
Click 'Send Invite'

Note: The Users & Permissions feature is only available on Sawyer's Grow and Scale plans. If you are on the Launch plan, you will need to upgrade before completing this setup.

Please message your bookkeeper to let them know this has been completed, as the email invite link is not a monitored email.

What To Expect After Setup

Once you've completed the setup, you're all set! Bench will receive an email invitation to create their login and access your account. No further action is needed on your end. If we run into any issues accessing your account, your bookkeeper will reach out directly.

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Troubleshooting

Can't find the Users & Permissions option?
‍This feature is only available on Sawyer's Grow and Scale plans. If you are on the Launch plan, you will need to upgrade before you can add users. If you are on the correct plan but still can't see the option, double-check you are logged in as the account owner or admin, as only those roles can manage users.

Don't know your plan level?
You can check by clicking your Provider name in the upper right corner and reviewing your account or subscription settings. Alternatively, you can contact Sawyer support at help.hisawyer.com.

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