In this article, we will guide you through the different features available within the Partner Account module. This includes:
A. Accessing the Partners Portal Login/Registration Page
URL link: https://partner.payboy.biz/
Click on Partner Portal, and you will be directed to the Partners' login page
B. Registering a New Partner Account
This section outlines the steps to register a new Partner Account.
Click on "Register New Partner Account."
Register Partner: Fill in the required info (Company name, Agent name, Email, Password)
❗ Important Note: Please ensure the email address has not been previously registered for another Partner Account, as the same email cannot be used for multiple Partner Accounts.
Once done, click on "Sign up."
A confirmation email will then be sent to your registered email address.
C. Partner Portal Login Page
You will then be redirected to the Login page.
Enter your registered email address and password, then click Log In.
Once you have successfully logged in, your registered companies will be displayed under the Dashboard page.
D. Adding a New Company (With or Without an Email Address)
Please follow the steps below to create a new company:
Begin by logging into your Partner Portal account successfully.
2. Once logged in, click and look at the left-hand side navigation bar. Click on Companies to ensure you are on the correct page.
3. On the Companies page, locate and click the "+ New Company" button on top right of the page to begin adding a new company.
4. Once you're ready to set up your company profile, fill in the required information marked below:
Company Name – Enter your official registered company name.
Employees' Login URL – Set up a unique web address where your employees can access their accounts.
Billing Address – Provide the address to be used for invoicing and subscription purposes.
Owner Account – Input the primary account owner's details.
Other Basic Company Information – Complete any additional standard company fields as prompted.
In the Owner Account section, make sure to select the option labeled "Create Admin Account For Owner." This will automatically grant administrative privileges to the owner when their account is created. If an admin account is not needed for the owner, simply leave this option unchecked.
With Email Address: | ☑ tick if you would like to create an admin account while registering for a new company. |
Without Email Address: | ☐ leave it untick and you may edit it to create the admin account afterwards. |
❗ Important Note: Ticking the box enables immediate direct access to the new company via the admin's account. An email confirmation will be sent to the email address you have entered.
E. Adding Partner Account
As a partner, you may need to grant access to another colleague, such as a team member, another business partner, or an associate, to help manage the account alongside you.
Payboy allows you to easily add another user as a partner, giving them designated access to the company account. This is particularly helpful when:
There are a lot of companies to manage – Distributing access among multiple partners helps streamline operations and prevents any single person from being overwhelmed.
Certain partners should only be allowed to access specific companies – You can assign partners to selected companies only, ensuring sensitive or unrelated company data remains private.
Certain partners are not allowed to create new companies – By assigning the Admin or Agent role (which cannot add new companies), you can restrict company creation to only Super Admins.
Below, you'll find the steps to add another partner to your account directly from the Partner Portal.
1. Logged in to your partner account, and on the left-hand side navigation bar, click on the Agents option
2. Click on + New Agent button
3. To add a new partner, fill in the Enter New Agent Details with the following information: Name, Email, Role (Super Admin, Administrator, or Agent), Assigned Companies, Password, and Password Confirmation.
For the Role, note that Super Admins have full access to all companies and can add new companies, while Admins and Agents have full or restricted access, respectively, to only the selected companies and cannot add new companies. If you assign the Super Admin role, you may leave the Assigned Companies field blank, as they automatically gain access to all companies.
Please refer to the roles explanation below to help you assign accordingly (Super Admin / Administrator / Agent):
| Authorized Access | Add new company |
Super Admin | Full Access to the All Company | Yes |
Admin | Full Access to the selected Company | No |
Agent | Restricted Access to the Selected Company | No |
4. The Assigned Companies dropdown will show options for all the companies you have previously created under your partner account; simply select the specific company(s) the new partner should be allowed to access.
5. Click the Submit button to finalize the agent account creation.
F. How to link the existing Company to the Partner Dashboard
As your partner ecosystem grows, you may have existing Payboy companies that were set up before being added to your partner account. Rather than leaving them disconnected, you can easily link these companies to your partner dashboard.
Once connected, you will be able to:
View and manage the company alongside your other partnered companies
Oversee billing and subscription settings from a centralized location
Assign partner access to the company for other Admins or Agents
Below are the steps to connect an existing Payboy company to your partner dashboard.
1. Once you have logged into your partner account, locate and copy the Partner Account Referral Code displayed on your dashboard.
2. Using your admin access to the existing Payboy company, navigate to Settings > Admin Accounts. Paste or enter the copied referral code in the Add Partner via Referral Code field, then click the Add button.
3. You will receive a green prompt message on the same page indicating that the linking was successful.
The company will now appear under your partner dashboard.
G. Partner Account Referral Link - Automatic Plan Assignment
We are excited to announce the launch of our new Partner Account Referral Link feature. This enhancement allows you to seamlessly create new companies under the same subscription plan whenever a new account registers through your unique referral link.
For example, if you are currently subscribed to a plan such as Core Plan or Special Plan B, any new company registered via your referral link will automatically inherit the same plan benefits under your existing partner account, without the need for manual setup or separate billing.
This feature streamlines account expansion, making it easier than ever to manage multiple companies under one unified subscription.
Why this matters:
You'll no longer need to reach out to our team to assign matching plans. This self-service capability accelerates onboarding, saves valuable time, and delivers a smoother, more efficient workflow.
How it works:
Log in to your Partner Account.
Locate your unique Partner Account Referral Link displayed below the Partner Account Referral Code.
Click the link and proceed with company registration as usual.
Upon completion, the newly registered company will automatically be assigned to the same plan as your partner account.
What if you need a different plan?
If the new company requires a different plan:
Click + New Company at the top right of your Partner Account.
Proceed with the company creation.
If the desired plan is not available for selection, simply reach out to our team at support@payboy.biz, and we’ll assist you accordingly.
❗ Important Note: If you would like to have this feature enabled for your Partner Account, please let us know via email, and we will activate the function on our end for you.
H. Self-Enable “Bill Through Partner”
You now have the ability to turn the Bill Through Partner function on or off directly from your Partner Account. Once enabled, all billing and subscription charges for the company will be processed through your partner account, simplifying financial management and reducing dependency on manual team intervention.
Why this matters:
This enhancement puts you in full control of billing adjustments based on your specific needs without ever having to contact our team. As a result, you can make faster changes and manage your billing operations more smoothly from end to end.
How it works:
Log in to your Partner Account → Click Edit → On the Company Edit page, tick or untick the Bill Through Partner checkbox as needed.
❗ Important Note: This function is automatically available in your Partner Account, so no action or request is required to activate it.
Feel free to contact us if you face any difficulties through the support chat icon on the bottom right of the screen or email support@payboy.biz
We are always happy to help.