Learn to add clients to your Agent Portal in Payroller by sending them an invitation with our simple guide below.
Please note that this method will not work if your client has changed their employer account to an agent account. If they have an agent account, they will need to change it back to an employer account before accepting the invitation.
Step 1: To invite a client to your agent portal, select '+ Add client'.
Step 2: Fill out the form with the client's First name, Last name, and Email address.
Step 3: Click 'Send Invitation' and your client will receive an email with instructions on how to set up their Payroller account.
If the client already has an existing account, they must select ‘Log In’.
If the client does not have a Payroller account, they can create one by entering their email address and password, then selecting ‘Sign up’.
This invitation will expire after a certain period. If it expires, you can resend the invitation.
If your client doesn't receive this email in their inbox, ask them to check their spam or junk folders. If it isn't in one of these, get them to reach out to us at hello@payroller.com.au
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’ Payroller subscriptions as Agents.