Learn how to add a team member to your Payroller Agent account with our simple guide below.
Step 1: Click your agent company profile in the lower-left corner of your screen.
Step 2: Select ‘Settings’.
Step 3: Navigate to the ‘Team Management’ tab.
Step 4: Enter your colleague’s ‘First Name’, ‘Last Name’, and ‘Email Address’ in the required field.
Step 5: Click ‘Invite’ to send the invitation.
The invitation status will appear as ‘Pending’ until your colleague accepts it.
Step 6: Ask your colleague to check their inbox and click ‘Accept Invitation’ in the email they receive.
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.
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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.