Learn how to edit a client's email address from the Payroller Agent Portal with our simple guide below.
Step 1: From the agent portal, select the ellipsis next to the client’s card.
Step 2: Select ‘Change email’.
Step 3: Enter the new email address to be used.
Step 4: Click on ‘Save’.
An email will be sent to the client’s new email address for verification.
Step 5: Ask your client to open the email and select ‘Click here’ to verify their new email address.
Please note that the verification link will expire after one hour. If the link expires, you can resend it by repeating the steps above from the beginning in the agent portal.
Once your client has verified the new email address, the change will be complete.
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 can 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.