The Sequifi web app has two views. The Worker view holds your own pay, sales and requests, plus team tools such as Hiring. The Admin view holds company settings, payroll and company reports. Switch between them with the Worker / Admin toggle at the top of the page. You only see the views your permission group includes, so many people see only Worker.
Who can do this: Everyone. The Admin tab appears only for people whose permission group includes Admin permissions. Inside each view, menu items depend on your permission group, your company's add-ons and its settings.
Switch between the Worker and Admin views
At the top of the page, find the toggle labeled Worker and Admin. On a narrow screen, such as a phone browser, it is at the bottom of the left menu.
Select Worker or Admin. Sequifi opens the first page in that view that you can access.
Company Admins start in the Admin view. Everyone else starts in the Worker view if they have it. There is no "Switch to Admin" button. If an older guide mentions it, use this toggle.
Worker view menu
Each item appears only if your permission group, add-ons and company settings allow it.
Menu item | What's inside |
Home | Quick links, Announcements, Sales Report, Goal Tracker and Action Items. Managers and Company Admins also see Office Performance. The time clock appears if your company has the Clock In / Clock Out add-on. |
My Earnings | Commission, Override, Pay Stubs, Pending Pay, Timesheets (Clock In / Clock Out add-on) and My Wages (hourly or salaried positions). |
Referrals | Candidates you have referred, and Add new to refer someone. |
Hiring | Hiring Progress, Candidates, Pipeline, Onboarding. |
SequiDocs | Templates, Employee Documents (SequiDocs add-on). |
Management | Personnel, Teams, Scheduling. |
Reports | Office, Sales, Payroll, Past Pay Stubs, Reconciliation, Backend Report and Backend Summary (Backend Report add-on). |
Requests | My Requests and Approvals. |
Leaderboard | Your company's leaderboard. |
LMS | Opens your company's training site in a new tab (LMS add-on). |
Mortgage companies see Loans instead of Sales.
Admin view menu
Each item appears only if your permission group, add-ons and company settings allow it.
Menu item | What's inside |
Home | Payroll Summary, Office Sales Performance, Announcements and Quick Links. |
Settings | Company, Milestones, Products, Tiers, Positions. |
SequiDocs | Templates, Employee Documents, External Recipients (SequiDocs add-on). |
Payroll | Run-Payroll, One-Time Payment, Payment Request, Reconciliation (and Pending Payments if your company runs payroll through SequiPay on Sequifi). |
S-Clearance | Background checks (S-Clearance add-on). |
Reports | Sales Report Builder, Payroll Report Builder, Company, Sales, Payroll, Additional (companies that run payroll through SequiPay on Sequifi), Reconciliation, Reserve Balances, Timesheets. |
Automations | Active, Deactivated. |
Permissions | Groups, Policies. |
Tools (Company Admins only) | API Credentials, Add-Ons, Integrations, Connections, Logs. |
Your company's name, at the bottom of the menu (Company Admins only) | User Management, Billing, Email Settings. |
Hiring is not in the Admin view. See Where is Hiring?
The top bar
Worker / Admin toggle: switches views.
Add Sale (or Add Loan): appears when your company has the Sales Forms add-on.
Eye icon (View As): lets Company Admins see Sequifi as another user.
Bell (Notifications): shows the status of your exports, imports, recalculations and payroll jobs, such as Completed, Failed, Retrying or Processing. It is not an alert list.
Your photo or initials: opens a menu with View Profile, Reset Password and Logout. Reset Password emails you a reset link. It doesn't change your password on the spot.
On the mobile app
The mobile app has no Home page and no Admin view. After you sign in it opens on Earnings. The bottom bar has Earnings, Sales, a round + button, Requests (if your permission group includes it) and More, which holds Hiring, Standings and Clock In/Out when they are available to you. Tap your photo or initials at the top right to open Profile, where you'll find Help & Support. See Get started with the Sequifi mobile app.
Common questions
Where is the Dashboard?
It is called Home now, in both views.
Where is My Sales?
Your sales and commissions are in the Worker view under My Earnings > Commission. The page title is "Commissions Summary".
Where is User Management?
If you are a Company Admin, switch to the Admin view and select your company's name at the bottom of the left menu, then User Management. There is no gear icon for it.
Is there a Support item in the menu?
No. See Getting help from Sequifi Support for how to chat with us or email us.
Where is the Alert Center?
It has been retired. See Where did the Alert Center go?
Related articles
Still stuck? Getting help from Sequifi Support.