Agent Account
Learn how to use the Agent portal, invite or import clients, bulk payroll and STP, adding team members.
By Marion1 author21 articles
- 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