This article applies to Wagepoint partners. For client onboarding or if you are a small business owner, check out our first time user experience guide.
Welcome to your partner dashboard!
When you first sign into your account, you will be brought to the partner dashboard. Here you will find a checklist to help you get started. These steps are not required nor sequential - just a few tips to get you on the right track! As soon as you connect with a client, the checklist will disappear, and your dashboard page will update.
Invite your clients
If you already know which clients you wish to add to Wagepoint, you can click the Invite clients button to enter the Add a new client workflow. For guidance on this process, see article: Add a client.
Administrators
As the account owner, you can add another administrator to help manage your clients. To do so, click the Add administrator button to enter the Add administrator workflow. For guidance on this process, see article: View and assign roles or administrators.