From your Agency dashboard select AGENCY from the top tool bar and then SETTINGS.
Select EDIT DETAILS and complete the necessary fields, and click save once completed.
Then select ADD AGENT and a new page will open. Enter the details for the Agent user(s) who
require access to PayDashboard.
Enter the user’s personal details and allocate the relevant permissions. Click CREATE once
ready to continue.
You will then be taken to the Agent User manage page where you can edit the
Clients/Employers assigned to the agent user. Once finished you can go back to the Settings page by clicking MANAGE.
Assigning your contacts for the Agency is simple and clicking EDIT CONTACTS will allow you
to select a user to either be a Main Contact or a Billing Contact.