How to access 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 login 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 view the list of your registered company/companies immediately under Dashboard.

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

From the left-hand side navigation bar,
➡Companies (Shown on the Dashboard Page)

Step 2b: Click "+ New Company"

Creating a New Company Account

Step 2c: Fill-in the basic details required.

∙Company Name,

∙Employees Login URL

∙Business Address

∙Billing Address

∙Owner's account

∙And other basic company's information.

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

With Email Address:	☑ tick if you would like to create an admin's account while registering for a new company.
Without Email Address:	☐ leave it untick and you may edit to create the admin account afterwards.

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

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

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

➡Agent name

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)

	Authorised 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, do select and indicate accordingly.

Otherwise, you may just left it blank if this particular personnel aka Super Admin)

How to link existing Company to Partner Dashboard

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

Step 5: Login to the existing company account
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.