Setting up a third-party login for Workiz gives your Bench bookkeeping team view-only access to your Workiz Merchant Portal. This allows your bookkeeper to download payout reports and transaction details on your behalf so you don't have to manually pull and upload them each month.

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Workiz operates on a "seat" basis. If your account has no available seats, you will be prompted to purchase an additional one before you can invite Bench.

Part 1: Create a Custom Role

1. Log in to your Workiz account.
2. Select your profile icon in the top navigation bar and select Settings.
3. Under "Users and roles," select Roles & Permissions.
4. Click + Add new role.
5. Name the role Bench Reports and click Save.
6. Select the Bench Reports role from the list to edit permissions.
7. In the Actions tab, deselect all toggles except:
   • Dashboard | View dashboard statistics
   • Other Users Jobs | Can view everyone’s jobs, schedule, and messages
   • Job History | View the job’s history tab
   • Financial Data | Can view prices, totals and costs
8. In the Reports tab, ensure all "Statistics Report" toggles are OFF (Grey).
9. In the Advanced tab, ensure parameters are set to Access all/Access to all users.
10. Click Save at the bottom.

Part 2: Create a New User

1. Click your profile icon and select Manage team.
2. Click Add new and select User.
3. Enter the following:
   • Email: thirdpartylogins+business.name@bench.co
   • Name: Bench Accounting
   • Permission level: Bench Reports
   • Field tech: No
   • Track Location: No
4. Click Invite user.

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Please send a message to your bookkeeper once you have sent the invitation. We will complete our portion of the userset up once the invitation is received.

I'm not sure what to use for the email address.
‍Replace your.business.name with your actual business name, no spaces. For example, if your business is Maple Goods, the email would be thirdpartylogins+maple.goods@bench.co. Your bookkeeper can confirm the exact format.

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