How to allow your Agent to update your business’ Payroller subscription on your behalf
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.
Please note that if your agent is in charge of your subscription you will not be able to edit the access your agent has on the subscription unless you update the card details to your own. If you are paying for the subscription and would like to provide your agent, access to customise your subscription you will need to provide them with the access to do so.
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: Agent will have access to what you are currently subscribed for. 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
You can also invite your accountant or tax agent to help you manage your business payroll with our step-by-step guide.