Company setup, payroll and company reports live in the Admin view. Select Admin in the Worker / Admin toggle at the top of the page, then use the left menu. Which menu items you see depends on your permission group, and a few (Tools, User Management, Billing and Email Settings) are only for Company Admins.
Who can do this: Anyone whose permission group includes Admin permissions. Company Admins (also called super admins) also see Tools and the company-name menu. Each page inside the Admin view needs its own permission.
Open the Admin view
At the top of the page, select Admin in the Worker / Admin toggle. On a narrow screen the toggle is at the bottom of the left menu.
Sequifi opens the first Admin page you can access. Company Admins start in the Admin view when they sign in.
There is no "Switch to Admin" button. If you only see Worker in the toggle, your permission group has no Admin permissions. Ask a Company Admin.
The Admin menu
Each item appears only if your permission group, your company's add-ons and its settings allow it.
Menu item | What you do there |
Home | Payroll Summary, Office Sales Performance, Announcements and Quick Links. |
Settings | Company, Milestones, Products, Tiers and Positions. |
SequiDocs | Offer letter and agreement templates, and signed documents (SequiDocs add-on). |
Payroll | Run-Payroll, One-Time Payment, Payment Request, Pending Payments (for supported SequiPay setups) and Reconciliation (when enabled). |
S-Clearance | Background checks (S-Clearance add-on). |
Reports | Sales Report Builder, Payroll Report Builder, Company, Sales, Payroll and more. |
Automations | Hiring pipeline rules. |
Permissions | Groups and Policies: who can see and do what. |
Tools (Company Admins only) | API Credentials, Add-Ons, Integrations, Connections and Logs. |
Your company's name, at the bottom of the menu (Company Admins only) | User Management, Billing and Email Settings. |
Mortgage companies see Loans instead of Sales.
Settings > Company
Open Settings > Company and pick a page in the left pane.
Page | What it's for |
Setup | Company profile and company-wide cards: System Module, Pay Frequency, Override, custom fields, Email, and banking and tax change alerts. |
Hiring | ID codes, the candidate form, hiring approvals and extra onboarding fields. |
Leaderboard | Which leaderboard columns reps see (Show all columns to reps). |
Locations | The states and offices your workers belong to. |
Cost Centers | Cost heads used by requests and deductions. |
Departments | Your department structure. |
Sales Form | The fields on the Add Sale form (Sales Forms add-on). |
Setting up a new company
These are the usual first tasks. A position needs a pay frequency and a permission group, so set those up before you create positions.
Fill in your company information.
Add your pay frequencies.
Add your locations and departments.
Check your permission groups.
Create your positions and set up each position's pay.
Check the Email card so your workers get Sequifi email.
What else changes the Admin menu
Billing: if your company's billing is overdue, most Admin menu items are hidden until billing is up to date.
Payroll-only company setup: companies configured as SequiPay accounts do not see Milestones, Products or Tiers. This differs from a full Sequifi account that uses SequiPay to send payments.
Add-ons: SequiDocs, S-Clearance, Sales Forms and other add-ons add their own menu items when your company turns them on.
Hiring: Hiring is in the Worker view, not the Admin view.
On the mobile app
The mobile app has no Admin view and no settings. All company setup is on the web.
Common questions
Where is User Management?
Company Admins select their company's name at the bottom of the Admin menu, then User Management. There is no gear icon.
Why can't I see Tools?
Tools is only for Company Admins.
Can Sequifi Support change our settings for us?
Your company's settings are managed by your Company Admin and the admins they give access to. Sequifi Support can explain what a setting does and help you troubleshoot.
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Still stuck? Getting help from Sequifi Support.