Multi-Account Access in Zenefits

When registering for a new Zenefits account as a new employee or administrator, anyone who has previously registered in Zenefits can choose to either link the new and previous accounts under the same master email address, or create a new account by entering new, different personal email.

Please note that if you are linking an external administrator account to an employee account, this must be initiated through your employee account.

Linking a New Account

When a previously registered email address is entered during registration, you'll be presented with two options:

  1. Click Link to an Existing Zenefits Account and re-enter the same email address to link the previous account with the new one. Afterwards, this master email address should be used to log in to Zenefits.
  2. Enter a new personal email and password to register with the current company and keep the two accounts separate.

Linking Existing Accounts

If you have two accounts that have not been linked during registration, then you can link them afterwards. 

  1. You'll first need to log into Zenefits with the registered email that will be shared across all accounts, as this will be your master email address. 
  2. After selecting the circle icon in the upper right hand corner, you will select Account Settings, Manage Linked Accounts, then click the +Add Account link.

Once you've linked two or more Zenefits accounts, just log in using the master email shared by the linked accounts. From the Company Hub, find the name of a company in the list and click Go to Dashboard. You can also easily switch between Dashboards for all of your linked companies.

Remember that once the accounts are linked, they can only be accessed using the master email and password.

Follow these steps to switch between two or more linked Zenefits accounts.

  1. Click on the initials or picture icon in the upper, right hand corner of your Zenefits Dashboard. 
  2. Select My Accounts.
  3. Select one of the linked accounts and you will be taken to the respective dashboard.
If you are using the mobile app select "More", then select "Switch Account". 

Here's how to change the email registered to one or more (e.g., linked) Zenefits accounts.

  1. Log into Zenefits and click on your initials or picture icon at the top right of the screen and select Account Settings from the dropdown menu.
  2. From the Account Settings page, hover over your personal email address and click Edit.
  3. Enter the new address. Double-check the spelling! Whatever is entered here will be your login, even if it's spelled wrong.
  4. Click Save.

If multiple accounts are linked to this one, they'll all use the new registered email. You'll also receive a confirmation by email at the new address.

If you do not have a linked account, you will be able to edit the login email by opening the Personal Information app, clicking on the edit icon for the Contact Info section, entering the new email, and clicking Save

If you are having difficulty logging into your account and are unable to complete the steps above, please follow the steps below depending on your role:

  • If you are an employee, please reach out to your company administrator for assistance. They will be able to update this for you.
  • If you are an administrator that is unable to reset their own login, please reach out to another company administrator for assistance.
Please note: If you are still unable to have your email updated by someone at your company, please have an administrator reach out to Zenefits Customer Care with a written request from the impacted employee requesting the email change.

You can unlink your accounts after logging in.
  1. You'll see a list of your linked accounts in the Company Hub page. 
  2. Select the account that you wish to unlink.
  3. Enter the credentials for the account.
  4. Once this is complete, then you'll see a message letting you know that your accounts have been successfully unlinked.

If you have any questions, don't hesitate to contact Zenefits Customer Care.

If you have multiple accounts in Zenefits that you access through the same login credentials, you'll be taken to the Company Hub upon login.

In the Company Hub, you'll have the option to go to the dashboard for any of your linked accounts. At a glance, you'll be able to see the name and logo of each company, any administrator roles you play, total headcount, and how many pending tasks you have yet to complete.

You'll have the option to search for your companies in the search bar in the upper right, or thumb through the pages using the arrows in the bottom right.

If you wish to add a new account to your login, you can click + Add Account. You'll also have the option to add a new company to your Company Hub during the registration process.

To remove a company from your Company Hub, click Unlink. Note that this won't delete the company from Zenefits. If you'd like to delete a company from Zenefits, you'll need to contact Zenefits Customer Care.

Full company admins will be able to run reports for multiple organizations from the Company Hub. The reporting functionality is similar to the Custom Reports section of Business Intelligence

  1. From the Company Hub, click on the Reports tab.
  2. Click Create Report.
  3. Name your report (note: no duplicate names allowed!).
  4. Configure the columns and filters to create the report.
  5. Once you have all desired fields, press Save.
  6. To download, click View Report.
  7. To schedule the report to automatically send, click the stacked dots in the right corner.
  8. Select the frequency:
    • Daily (weekdays only/every day)
    • Weekly (select which day of the week)
    • Monthly (sent the first of the month)
Note: You will only be able to run reports in the Company Hub for companies where you are a Full Company Admin.

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