The Payroo Agent Portal allows you to invite team members to help manage your client organisations.
You can assign roles and select which organisations each team member can access.
1. Understand the available roles
Payroo provides two roles in the Agent Portal.
Practice admin
Practice admins have full access to practice settings, billing, user management and the organisations they can access, including payroll.
Payroll officer
Payroll officers can run payroll for the organisations they can access. They don't have access to practice settings, billing or user management.
Choose the role that matches the person's responsibilities.
2. Invite a team member
Step 1: Open Users & Access
Sign in to the Agent Portal.
Select Users & Access from the left-hand menu.
Select the option to invite a member.
Step 2: Enter their details
Enter the team member's:
Email address.
First name.
Last name.
Check the email address carefully before continuing.
Step 3: Choose their role
Select either:
Practice admin
Payroll officer
Review the role descriptions to make sure you're assigning the correct permissions.
Step 4: Assign organisation access
Under Organisation access, search for the organisations the team member needs to access.
Select the relevant organisations.
The portal also provides an option to select every organisation. The screen explains that this includes organisations added later.
Only select every organisation if the team member should have access to your entire client portfolio.
Step 5: Send the invitation
Review the team member's details.
Confirm their role and organisation access.
Select Send Invitation.
Ask the team member to check their email and follow the invitation instructions.
3. Manage team member access
To review or update a team member's access:
Open Users & Access.
Find the relevant team member.
Open the available management options.
Review their role and organisation permissions.
Make changes using the available controls, if supported.
Only grant access to the organisations the team member needs for their work.
Frequently asked questions
Which role should I assign to someone who only runs payroll?
Assign the Payroll officer role and select the organisations they need to access.
Can a payroll officer manage billing?
No. Payroll officers don't have access to practice settings, billing or user management.
Can I give a team member access to all current and future organisations?
The portal provides an option to select every organisation, including organisations added later. Use this option only when the team member requires access to the full client portfolio.
What if a team member doesn't receive their invitation?
Ask them to check their spam folder and confirm that the email address is correct. If the invitation is still missing, contact Payroo Support.
Need Help?
If you need assistance setting up your Xero integration, please email us at support@payroo.com.au.