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Reseller Administration

This page covers reseller-specific administration workflows.

Who Uses This

  • Reseller Administrator
  • Application Administrator
  • System Administrator
  • Reseller Admin menu -> Reseller Admin
  • Reseller Admin menu -> Client Maintenance

Reseller Admin Page

The Reseller Admin page is used to manage reseller organizations and reseller-level administrators.

  • Use the Add action to create a reseller organization.
  • Use the Edit action to rename a reseller organization and update its contact information.
  • Use the Delete action to deactivate a reseller organization.
  • In the Administrators column, use Add to assign a reseller administrator.
  • Use the remove action on an administrator tag to remove that reseller administrator from the reseller organization.

Release 1.12 supports reseller administrators being assigned to more than one reseller organization.

Client Maintenance Page

The Client Maintenance page is grouped by reseller organization.

  • Each reseller organization you administer appears as a tab.
  • Select a reseller tab to work with only that reseller's client organizations.
  • Expanding a client row opens client management details (contact/payroll, administrators, regular staff/substitute management, and API configuration based on permissions and setup).

Becoming a Client Administrator

The Client Maintenance grid has an Admin column for each client:

  • If you aren't already that client's administrator, an Admin button appears (tooltip "Admin This Client"). Click it and confirm to become that client's Administrator.
  • If you're already the administrator for that client, an UnAdmin button appears instead (tooltip "Remove Yourself as Client Admin"). Click it and confirm to give up your client administrator access for that client.

You can only be the active administrator for one client at a time. If you're already the administrator for a different client and click Admin on a new one, you'll be warned that switching will remove your admin access from the previous client before you confirm. After confirming, the page reloads so your new client-admin permissions (including Payroll Administrator access) take effect.

To move your admin access to a different client, click Admin on that client, which automatically removes it from the one you're currently on. Your Reseller Administrator access is unaffected either way.

Working Across Multiple Resellers

If you are assigned to multiple reseller organizations:

  • Switch reseller tabs in Client Maintenance to manage each reseller's clients.
  • Confirm you are on the correct reseller tab before editing client settings.
  • Perform updates one reseller at a time to avoid cross-organization mistakes.