Learn how to allow your Agent to update your business’ Payroller subscription

If you are an employer with a subscription and have an agent who runs your payroll, there may be times when you would like to allocate your agent the ability to update your subscription.

Learn how to allow your Agent to update your business’ Payroller subscription with our simple guide below.

Step 1: To do this select ‘Settings’.

Step 2: Select ‘Organisation Settings’.

Step 3: Select ‘Linked Agent’.

Step 4: Select ‘Account’.

If you as the employer have paid for the subscription you may want to provide or limit access to your agents to edit your subscription.

• Account access: The agent will have access to what you are currently subscribed to. Agents do not have access to modify the subscription; change the number of employee seats, add an employee to the subscription through onboarding, change the type of subscription, or cancel the subscription.

• Account and billing: Agents will have access to update the current subscription. This means that they will have the ability to add employee seats, change subscription type, or cancel the subscription, and the employer’s card will be charged.

Step 5: Select ‘Account and billing’ to give your agent access to update your subscription

Step 6: select ‘Close’ once you are happy with the changes.

Discover more tutorials & get the most out of using Payroller

Get started with setting up Single Touch Payroll (STP) with our simple user guides. Signing up for a Payroller subscription gives you access to all features via the web and mobile app.

You can also invite your accountant or tax agent to help you manage your business payroll with our step-by-step guide.