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How to edit a client's email address from the agent portal
How to edit a client's email address from the agent portal

Learn how to edit a client's email address from the Payroller Agent Portal

Jenny Park avatar
Written by Jenny Park
Updated over a week ago

Learn how to edit a client's email address from the Payroller Agent Portal with our simple guide below.

Step 1: To edit a client email address from the agent portal select the ‘three dots’ 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.

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’ Patroller subscriptions as Agents.

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