Navigating the Reseller Dashboard: A Comprehensive Guide

Navigating the Reseller Dashboard: A Comprehensive Guide

The Reseller Dashboard is a crucial tool for managing your clients and users effectively. This guide provides a step-by-step overview of the primary functions and features of the Reseller Dashboard, ensuring you can utilize it efficiently for tasks like inviting clients, managing user access, and updating client information.

Video Overview (step-by-step below)



Steps/Procedures:

  1. Accessing the Dashboard:

    • Log into your account to view the dashboard.
    • The dashboard displays the number of clients and active users.

  2. Inviting Clients:

    • Click on the option to invite clients.
    • Use your email or a variation (like adding '+test123' after your email) for client invitations.

  3. Adding a New Client:

    • Minimal information is required for initial setup.
    • Optionally, add the client’s logo and set their time zone.
    • If using payroll features, ensure they are activated.

  4. Managing Clients:

    • View your client list on the dashboard.
    • Edit client information, including updating their plan, adding or removing features like time tracking and time off.
    • Update the client's logo if not added initially.
    • Limit internal access to the client’s account as needed.

  5. Managing Users:

    • Search and edit user information directly from the dashboard.
    • Change user groups (employee, manager, admin) and access levels.
    • Perform basic tasks like password reset.

  6. Accessing Client Accounts:

    • Navigate to a client's account from the dashboard to update settings or onboard new hires.

Troubleshooting:

  • If clients do not receive an invitation, resend it from the dashboard.
  • Ensure correct email variations are used for client invitations to avoid confusion.
  • Double-check time zone settings and payroll activation for new clients.
  • Regularly update client plans and features as per their requirements.
  • For any issues with user management or access levels, review the settings from the dashboard.

Related Resources/Links:

  • For further support, visit our Knowledge Base.
  • Explore FAQs in the Reseller Dashboard for additional guidance.

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