How to invite clients and add them to your Agent Portal in Payroller
Learn to add clients to your Agent Portal in Payroller by sending them an invitation with our simple guide below.
This method will not work if your client has a connected agent or they have turned their employer account into an agent account. If they have a connected agent they will need to unlink the agent first before accepting the invitation. If they have turned their employer account into an agent account get in contact with our support team to get this resolved.
To invite a client to your agent portal, click on ‘Send Invitation’.
The following form will appear.
Fill out the form as needed with the client’s first name and email address.
Click ‘Send Invitation’ and your client will receive an email with instructions on how to set up their Payroller account.
This invitation will expire after a certain amount of time. If it does expire, you can resend the invitation.
If your client doesn’t receive this email in their inbox, ask them to check their spam or junk folders. If it isn’t in one of these, get them to reach out to us at email@example.com
Discover more tutorials & get the most out of using Payroller
Learn how to get the most out of using the dedicated Payroller agent portal. Read up on our collection of Agent user guides for accountants, bookkeepers and tax agents.
You can sign up for a Payroller subscription as an agent on the behalf of clients so that your clients can access all Payroller features across web app and mobile app.
Accountants and bookkeepers can follow our simple user guides for managing clients’ Payroller subscriptions as Agents.