Learn how to delete your client's account in the Payroller Agent Portal with our simple guide below.
There are two versions of Payroller
Version 1: Old version
Please note before beginning that if you follow through with this process, your client's account will be permanently deleted. Follow this tutorial to disconnect your clients from your agent portal instead.
If you accidentally set up a client when you shouldn't have or a client no longer needs the account you have created for them, you can delete this from Payroller.
Step: 1 Make sure you are in the ‘Agent Portal’.
Step 2: Click on the ‘ellipses’ on the client you wish to delete.
Step 3: Select ‘Delete’.
If you have submitted pay runs, the following alert will appear.
You will need to remove all of the pay runs to be able to delete this account.
Please note: If a pay run has already been submitted for STP the pay run cannot be deleted. Alternatively, you can ask the client to log in to their account and delete their account.
Step 4: If you have not submitted any pay runs for the client the following warning will appear. Click ‘Confirm’ if you wish to continue.
Your client will now be deleted.
Want to add a client to your Agent portal? Learn how to invite your clients and add your clients’ payroll to your Agent portal with our simple guide.
Version 2: New version
Please note before beginning that if you follow through with this process, your client's account will be permanently deleted. Follow this tutorial to disconnect your clients from your agent portal instead.
If you accidentally set up a client when you shouldn't have or a client no longer needs the account you have created for them, you can delete this from Payroller.
Step 1: You'll need to be on your list of clients. If you're not there, you can click on the ‘Agent home’ section in the left-hand column.
Step 2: Click on the ‘three dots’’ on the client you wish to delete.
Step 3: Select ‘Delete’.
If you have submitted pay runs, the following alert will appear.
You will need to remove all of the pay runs to be able to delete this account.
Please note: If a pay run has already been submitted for STP the pay run cannot be deleted. Alternatively, you can ask the client to log in to their account and delete their account.
Step 4: If you have not submitted any pay runs for the client the following warning will appear. Click ‘Confirm’ if you wish to continue.
Alternatively, you can ask the client to log in to their account and delete their account or you can unlink your clients from the agent portal.
Your client will now be deleted.
Want to add a client to your Agent portal? Learn how to invite your clients and add your clients’ payroll to your Agent portal with our simple guide.
Discover more tutorials for using Payroller
Learn how to get the most out of using the dedicated Payroller agent portal. Read up on our collection of Agent user guides for accountants, bookkeepers, and tax agents.
You can help clients sign up for a Payroller subscription on their behalf so that they access all Payroller features across the web app and mobile app.
Accountants and bookkeepers can follow our simple user guides for managing clients’ Patroller subscriptions as Agents.