Team Permissions for 1099 Management
Guidelines for Team Collaboration and Data Access in Wingspan's 1099 Management
Inviting Team Members to Manage 1099s
Wingspan allows you to collaborate efficiently by inviting team members to access and manage 1099 forms. To grant a team member access:
- Go to Settings -> Team.
- Click on "Add team member".
- Select the "Collaborator" role for 1099 access.
- If your organization has sub-organization account entities set up in Wingspan, you can further specify which sub-organizations a team member can access.
Selecting Account on Login
If you have access to other teams in Wingspan, you will be prompted to select which team you would like to login to. Optionally, you can set a default team. You can always switch your team using the team switcher in the top left of the page.
Permissions & Allowed Actions
| Action | Permission Required |
|---|---|
| Setup 1099 filing | Administrator Permissions |
| Edit payer information | Administrator Permissions |
| Batch upload recipients | Administrator Permissions |
| Edit calculation settings | Administrator Permissions |
| Edit state filing settings | Administrator Permissions |
| Batch import off-platform payments | Administrator Permissions |
| Generate 1099 Amounts & Status | Administrator Permissions |
| Batch file 1099s | Administrator Permissions |
| Add individual recipient | Collaborator Permissions |
| View and update 1099s | Collaborator Permissions |
| Submit corrections | Collaborator Permissions |
Note that users with Collaborator Permissions are only able to view and edit recipients in organizations which they have access to.
Setting Permissions for Sub-organizations
Some organizations may operate with multiple sub-entities or divisions. In Wingspan, you can assign team members to specific sub-organizations, ensuring they have access only to relevant data.
Ensure your permissions are correct
Always verify that team members are assigned to all appropriate sub-organizations. Misconfigured permissions have led to teammates making corrections on 1099 forms due to lacking access to certain data.
Permissions Scenario
Imagine John, a team member, has been granted permissions to view activities for the "Front of House" sub-organization, but not for the "Back of House". Now, Samantha is a collaborator affiliated with both sub-organizations and has transactions in each. In this scenario:
- John can view all transactions associated with Samantha in the "Front of House" sub-organization but remains blind to her "Back of House" transactions.
- When generating 1099 forms, Samantha will be listed twice: once for her "Front of House" transactions and once for "Back of House". However, John will only see the form detailing Samantha's "Front of House" transactions.
To minimize confusion, when John accesses this 1099 form, he will be shown a note: "Note: Samantha received an additional $271 in payments during 2023 from a sub-organization you don't have access to, specifically the 'Back of House'. To view or manage this information, contact an admin to update your permissions."
This notification ensures team members are informed if they are viewing incomplete financial data, guiding them towards the next appropriate steps and minimizing financial discrepancies.
Updated 5 months ago