This article relates to the FlexiTime Partner Portal. You can click here to register your interest in becoming a partner or reach out to our team at partners@flexitime.works for more information.
As a partner, you can manage client contact information and accounts via the Clients tab in your portal.
Each Client record is a folder which will contain any FlexiTime products/accounts associated with that client and is where you can manage all details related to that client.
From this screen, you can click on a folder to expand it and select Sign In to log into the client's account, or you can manage the client's details by clicking the Manage Client button on the right-hand side of each client folder.
Adding a New Client
When you need to create a new client, you can do so by clicking the New Client button in the top right-hand corner. This bring up a pop-up which allows you to specify basic details about the client.
You must enter the Client’s Name here, but the additional information is all optional and can be added later, if desired.
Managing Clients
Once you’ve created the Client Folder, there are a few key areas you can add information to:
Details - In the navy column on the left, you can edit the contact details for your Client. These provide easy access for your records.
Accounts - By clicking the + Account button, you can either create new accounts for the client, or assign a currently ‘unlinked’ account to the Client. Learn more below.
Staff - Under the Staff section you can select which of your Partner Staff can access which accounts. Learn more about managing staff access here: Partner Staff
Notes - In the Notes section, you can add any handy notes about the Client for record-keeping, which can be viewed by all Partner Staff who have access to the Client and their accounts.
Adding Accounts
To create new PayHero, Droppah, or Invoxy accounts for Clients when in the Partner Portal, you'll need to create their Client folder first (refer to the ‘Adding a New Client’ section above). You can then click the + Account button within the Client, select New Account and follow the prompts to create a new account.
Unlinked Accounts
If a Client adds you to their account from their end, or if you create the account directly from our website, the account will appear at the bottom of the Clients screen in your portal.
You will still have access to the account, but we recommend creating Client folders for unlinked accounts to keep the Partner Portal tidy and organised for you, and to allow you to report on that client's PayHero data via Partner Reporting.
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