Manage and access multiple JazzHR accounts quickly and easily with JazzHR's Accounts Portal.
This article will provide an overview of the portal for both service providers and channel partners.
The Accounts Portal Overview Page shows a snapshot of account activity and all open jobs in your client accounts. You'll also find links to resources in case you need assistance.
Service providers will see the following:
Channel partners will see the following, which also includes an earnings snapshot:
The Accounts Page lists all of your client accounts with accompanying key information. Use the search option to easily locate the client account(s) you need.
Click on the client name to view account details, including stats, activity, support cases and plan information.
Click Sign In As and select either Me to enter the account as yourself and perform hiring/recruiting activities on behalf of your clients.
Select Other User to enter as an existing user when you need to troubleshoot client-side issues.
The People Page allows you to add and manage user profiles within the Accounts Portal itself. When adding users, be sure to select an Accounts Portal role in order to give users portal access specifically.
Besides managing and accessing existing client accounts from the Accounts Portal, you can also provision new client accounts. Click the green Actions button in the top navigation to create new subscriptions, trials or submit referrals.
How do I know which client account I'm in, and how do I get back to the Accounts Portal?
The client account name displays in the bottom left-hand corner. Click Back to Portal from the same navigation bar to return to the Accounts Portal.
Can someone walk me through the Accounts Portal?
Yes! We're glad you asked. Check out the following video walkthrough:
Which account should I add my user to if he/she requires Account Portal access?
When granting someone access to the Accounts Portal, add them as an Admin at the portal-level or on the parent account, rather than on one of the child accounts. Doing so will ensure they have access to all child accounts within that portal.