Integrations

Adding clients by Invitation

Here we explain how you can add clients by sending them an invitation

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 method might not work if your client has an existing Payroller account. If they do, get in contact with our support team and ask us to link the two accounts.

This invitation will expire after a certain amount of time. If it does expire, contact our support team to help you out.

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 our support team who can lend them a hand.