Integrations
Mobile App
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 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.
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.
Copy link