Learn how to edit a client's email address from the Payroller Agent Portal with our simple guide below.
There are two versions of Payroller
Version 1: Old version
Step 1: To edit a client email address from the agent portal select the ellipses next to the client card.
Step 2: Select ‘Change email’.
A window will appear where you can change the email address.
Step 3: Enter the new email address and select ‘Submit’.
An email will be sent to the new email address to be verified.
Step 4: Select ‘Click here’ to verify the new email.
Please note: the link will expire in one hour. If it does expire, you can resend the link by following the same process from the beginning in the agent portal.
Once that's done, the email will have now been changed.
Your client can set up their password and 2FA by selecting 'Forgot Password' on the login screen.
Version 2: New version
Step 1: To edit a client’s email address from the agent portal select the ellipses next to the client card.
Step 2: Select ‘Change email’.
Step 3: Enter the new email address and select ‘Save’.
An email will be sent to the client’s new email address to be verified.
Step 4: Advise your client to select ‘Click here’ to verify the new email.
Please note the link will expire in one hour. If it does expire, you can resend the link by following the same process from the beginning in the agent portal.
Once that's done, the email will have now been changed.
Your client can set up their password and 2FA by selecting 'Forgot Password' on the login screen.
Discover more tutorials for using Payroller
Learn how to get the most out of using the dedicated Payroller agent portal. Read 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.