Payroo

Sign-up, initial setup, dashboard overview and basic troubleshooting.

Getting Started with the Payroo Agent Portal

Agent details, Software ID, ATO Access Manager and hosted service notification.

Setting Up Your ATO Details and Software ID (SSID)

Add clients, enter ABN/WPN details, access payroll and deactivate organisations.

Adding and Managing Client Organisations

Invite staff, assign roles and control access to client organisations.

Inviting Team Members and Managing Access

Payment methods, invoices, subscription management and billing responsibilities.

Managing Billing and Subscriptions

Managing Your Account Settings

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Learn how to set up and use the Payroo Agent Portal. Find step-by-step guides for managing client organisations, configuring ATO details, inviting team members, managing subscriptions and updating your account settings.

Payroo Agent Portal

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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