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:

• 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 receive their account invite, they'll be asked to Accept, Waive, or Learn More — have them select Waive to decline the health benefit while keeping their admin access.
• You're only billed for people who use the benefit. The per-employee charge applies to people who enroll in your ICHRA and submit proof of coverage. An admin who waives 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.