Use Account Settings to review your personal account details and manage your sign-in settings in the Payroo Agent Portal.
1. Open Account Settings
Sign in to the Agent Portal.
Select Account Settings from the left-hand menu.
Review the information displayed under Account Details.
The page displays your account information, including your first name, last name, email address and account type.
2. Review your account details
Check that your details are correct.
If you need to change information that isn't editable on the page, contact Payroo Support for assistance.
3. Change your password
Open Account Settings.
Select Change Password.
Follow the on-screen instructions to complete the change.
Use a strong, unique password and keep your sign-in details secure.
If your account uses a different sign-in method, follow the instructions displayed by Payroo.
4. Understand your account type
The portal identifies your account as an accountant account.
The page also provides a Switch To Employer option for users who need to run payroll for their own business.
This changes the account type. It is not the same as deactivating a client organisation.
Only use this option if you intend to change your account type.
Frequently asked questions
Can I change my email address?
Review the available account settings. If the email address cannot be edited, contact Payroo Support for assistance.
What if I can't change my password?
Follow the instructions displayed on the password change screen. If the process fails, contact Payroo Support.
What does Switch To Employer mean?
It is an option for users who need to run payroll for their own business rather than work through the accountant experience.
How do I get help with my account?
Contact Payroo Support and provide a description of the issue. Never share your password or authentication codes.
Need Help?
If you need assistance setting up your Xero integration, please email us at support@payroo.com.au.
