Switch between partner and client dashboards

Devon from Wagepoint
Devon from Wagepoint
  • Updated

As an administrator, you can navigate into client accounts one of two ways: through the Client directory or via the drop-down menu in the top navigation bar.

 

Access client account via the Client directory

1. Log into the partner dashboard.

2. In the navigation menu, go to Client directory.

3. Locate the relevant client, and click Log in.

 

Access client account via the drop-down menu

1. Log into the partner dashboard.

2. In the navigation header, click the drop-down beside your company name.

3. Under Switch clients, use the search bar or select the client account you wish to access.

 

Tip! Within your partner dashboard, you can also access a client account within the Payrolls due today table (via the Run button) or on the Payroll calendar (by selecting an event and clicking Log in).

 

Navigate back to the partner dashboard

1. In the navigation header, click the drop-down beside the client’s company name.

2. Click Partner dashboard.



 

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