Learn how to add a team member to your Payroller Agent account with our simple guide below.
Step 1: Click your company profile in the lower-left corner of your screen.
Step 2: Select ‘Settings’.
Step 3: Go to the ‘Team Management’ tab.
Step 4: To invite a colleague, enter their ‘First Name’, ‘Last Name’, and ‘Email Address’.
Step 5: Finally, click on ‘Invite’.
The status of the invitation will show as Pending.
Step 5: You’ll have to ask your team member to check their inbox and click on the ‘Accept Invitation’ button on the email that was sent.
If your colleague doesn't receive the email in their inbox, ask them to check their junk or spam folders. If it isn't in either of them, contact our support team who'll help them get this sorted. If you need to remove any team members, please follow this guide.
Discover more tutorials & get the most out of using Payroller
Learn how to get the most out of the Payroller agent portal with our overview for accountants, book-keepers and BAS agents.
Invite your clients and add your clients’ payroll to your Agent portal with our simple guide.
Agents and their clients (employers) can try out Payroller for free. You can also sign up for a Payroller subscription on your clients' behalf to get access to all features via the web and mobile app. Read up on our Subscription FAQs.