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Managing Your Account Settings

Written by Akbar

Use Account Settings to review your personal account details and manage your sign-in settings in the Payroo Agent Portal.
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1. Open Account Settings

  1. Sign in to the Agent Portal.

  2. Select Account Settings from the left-hand menu.

  3. Review the information displayed under Account Details.

The page displays your account information, including your first name, last name, email address and account type.
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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.
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3. Change your password

  1. Open Account Settings.

  2. Select Change Password.

  3. 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.
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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.
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Frequently asked questions

  1. Can I change my email address?
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    Review the available account settings. If the email address cannot be edited, contact Payroo Support for assistance.
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  2. What if I can't change my password?
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    Follow the instructions displayed on the password change screen. If the process fails, contact Payroo Support.
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  3. What does Switch To Employer mean?
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    It is an option for users who need to run payroll for their own business rather than work through the accountant experience.
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  4. How do I get help with my account?
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    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.

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