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Agent Account
Learn how to use the Agent portal, invite or import clients, bulk payroll and STP, adding team members.
Changing your employer account to an Agent Account
Agent Portal
Adding clients by Invitation
Importing clients and employees
Accessing your clients' payroll
How to edit a client's email address from the agent portal
Bulk Payroll and STP
Setting up White Label
Adding team members
Removing team members
Identifying the main agent account holder
Editing the email of the main agent account
Deleting clients
Hiding your profile or the demo profile
Showing an agent account that has been hidden
Unlink your client from your agent portal
How to migrate businesses on Xero payroll to Payroller
How to add/update your bank details to receive your agent referral bonus
How to delete your agent account
How to edit the agent account holder's name in your Agent Portal
Signing up for the agent referral