Help Centre/Partner Program/Partner Portal Basics

Inviting a Client into their Paycycle Account

Joe Salvati
posted this on December 04, 2011 03:59 pm

This article will provide a brief description of how provide to your client with access to their Paycycle account.

Log into Paycycle and open client

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First log in to Paycycle and open the client for which you wish to add a user.

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Once, you have opened the client's account go to the Settings tab and then User Accounts.

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To grant your client access to their account click on the Invite New User Tab.

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Next, fill out your client's name,email address and if you so desire a personal message.

Don't forget to hit save!

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After you hit save you should see the above the screen which indicates that your client has been invited into their Paycycle account.