Can I add someone who isn't an employee — like an accountant or bookkeeper — to my StretchDollar account?
Yes. Admin access works the same way for anyone, whether or not they're on your payroll. First add them under Employees → Add Employee, then email support@stretchdollar.com and we'll give them admin access. There's no setting in the portal to make someone an admin yourself. See How do I add another admin to my account?
A few important things to know before you do this:
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Who gets admin access is your call. You can add anyone you trust to help manage your account, including people who aren't on your payroll, such as an outside accountant, bookkeeper, or a co-owner.
- Whoever you add must waive their health benefit if they're not meant to receive it. Anyone added through Add Employee is treated as a benefits-eligible employee by default. When they open their invite, they're guided through enrollment. On the plans page, have them click Next step, choose I want to waive my allowance, pick the reason that fits and click Confirm waive. They keep their admin access. Admins can't change an employee's waive status. If they need to undo a waiver, they should email support@stretchdollar.com or start a chat.
- You're billed for employees enrolled in a plan. Employers pay $100 a month plus $25 for each employee enrolled in a plan, including employees who take a marketplace subsidy with our help. An admin who waives and doesn't take a marketplace subsidy with our help won't add to your bill, so make sure they waive their benefits.
Once they've waived, they keep full admin access.
Admin access is broad
There's no view-only or billing-only role. Anyone set to Admin gets the same company-wide access as any other admin, including the ability to:
- View every employee's enrollment and reimbursement details
- Approve or reject reimbursement requests
- Manage company and billing settings
If you'd rather not give an outside accountant full admin access, email us at support@stretchdollar.com. We can help you share exactly what they need, such as an export of billing or reimbursement records.
Have more questions about adding admins to your account? Contact us at support@stretchdollar.com.