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QSEHRA: How to give accountant, bookkeeper, benefits consultant, or other users administrative access

This article is for employers using Take Command’s QSEHRA platform who need to provide access to accountants, bookkeepers, brokers, or other third parties.

Written by Support

You can grant administrative access in the QSEHRA portal by adding the user as an administrator in your employer account, which allows them to view reports, manage employees, and access reimbursement information.

Who can be given administrative access?

You can grant admin access to trusted third parties, including:

  • Accountants

  • Bookkeepers

  • Payroll administrators

  • Insurance brokers

  • Internal finance or HR staff

These users receive employer-level access to your QSEHRA account.

What does administrative access allow?

Users with administrative access can:

  • View employee reimbursement activity

  • Download reports and statements

  • View and manage employee rosters

  • Review allowance and plan data

  • Support monthly reimbursement processing

Admin access does NOT grant access to employee personal login credentials.

How do I add an administrator?

To add a new admin user:

  1. Log in to your QSEHRA employer portal

  2. Navigate to account or settings (admin management section)

  3. Select Add User or Invite Administrator

  4. Enter the user’s email address

  5. Assign the appropriate permission level (Administrator access)

  6. Send the invitation

  7. The user must accept the invitation to activate access

Once accepted, the user can log in and view employer-side data.

How do I remove or change admin access?

To remove or update access:

  1. Log in to the employer portal

  2. Go to the admin or user management section

  3. Find the user in the administrator list

  4. Select Edit or Remove Access

  5. Confirm changes

Access is revoked immediately upon removal.

Can multiple administrators access the same QSEHRA account?

Yes. You can add multiple administrators to the same QSEHRA account. Each admin will have visibility into employer-level data based on their assigned permissions.

There is no limit to the number of administrators.

Can employees give access themselves?

No. Only the employer or primary account holder can grant administrative access in the QSEHRA portal.

Employees cannot assign admin permissions.

What does NOT grant access?

The following do NOT automatically grant administrative access:

  • Being listed as a broker of record

  • Having payroll system access

  • Being an employee in the company

  • Having prior access to insurance carrier accounts

Access must be explicitly granted in the QSEHRA platform.

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