1. From the left-hand side menu, click on Clients.
2. Click the Add Client button.
3. In the pop-up window, enter your client’s business details.
4. To invite the client to access their own portal, toggle Client Portal Access to ON.
5. Click Save.
   • The client will now appear in your Client List.
   • If portal access was enable, the client will receive an email with their login credentials.
6. Once the client is added, click View Clientto access and complete their profile setup.
7. Click Connect to switch into the client’s account and access all features on their behalf.

Useful Tips:

• Portal  access is optional — you can manage everything on behalf of the client  without inviting them.
• Use the Connect feature to work inside a client's payroll system without separate login credentials.

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