How to access the Partners Portal Login/Registration page?

Step 1: Click on Partners Portal and you will be directed to Partners' login page

For New Registration

Step 1a: Click on "Register New Partner Account"

(Note: Please refer to Step 2a if you have already registered for an account and wish to log into the Portal directly instead.)

Register Partner: Fill in the required info

Step 1b: Please complete the following details,

➡Company name

➡Agent name

➡Email

➡Password

Once done, click on "Sign up"

Partners Portal: Login Page

Step 2a: Enter your registered email address and password, then click "Log In"

After login: Partner Dashboard

Once you have successfully logged in, you will be able to view the list of your registered companies immediately under Dashboard.

How to add + New Company (with/without Email Address)?

From the left-hand side navigation bar,
➡Companies

Step 2b: Click "+ New Company"

Creating a New Company Account

Step 2c: Fill in the basic details required.

∙Company Name,

∙Employees Login URL

∙Billing Address

∙Owner's account

∙And other basic company information

[Under Owner's account section, checkbox: "Create Admin Account For Owner"]

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.

(Note: This is to allow immediate access directly to the new company via the admin's account and there will be an email confirmation sent to the set email address)

How to enable access to your Partners' Admin's account

Step 3: From the left-hand side navigation bar,

➡Agent

Step 3a: Click "+ New Agent" (Admin's account)

Enter New Agent Details (Partners' admin's account access)

Step 3b: Key in the Necessary Details indicated

∙Name

∙Email

∙Role: (Super Admin/ Administrator / Agent)

∙Assigned Companies

∙Password

∙Password Confirmation

Roles (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

(Note: For Assigned Companies, select and indicate accordingly.

Otherwise, you may just leave it blank if this particular personnel is a Super Admin)

How to link existing Company to Partner Dashboard

Step 4: Log in to the Partner Account
Step 4a: Copy the "Partner Account Referral Code" on the dashboard

Step 5: Log in to the existing company account (Admin Sign-in page)
Step 5a: Go to Settings > Admin Account > Add the "Partner Account Referral Code"

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 will get back to you within 3 working days.