Overview
This article guides Client Service Providers (CSPs) on how to request and set up new client accounts within Talexio. It explains the account creation workflow, how to link multiple accounts under a single set of login credentials, and how to seamlessly switch between client accounts using the Change Account feature.
As a Client Service Provider (CSP) managing payroll and HR operations for external clients, each client entity requires its own dedicated Talexio instance to ensure data isolation and accurate compliance reporting.
Creating a New Client Account
New client accounts cannot be auto-generated from within the platform self-service settings. To set up a new client instance on Talexio, follow the steps below:
- Contact the Talexio Support Team with your request for a new client account.
- Provide the required client registration details, including the official company name, PE Number etc..
- Once the account has been created by Talexio, the primary administrator will receive an email invitation to activate and finalise the new client account.
Linking Accounts and Using "Change Account"
To prevent CSP administrators from having to maintain multiple login credentials, Talexio supports linking multiple company accounts to a single user profile.
- Single Sign-On Access: Once linked, you can access all associated client accounts using one email address and password.
- Seamless Account Switching: Use the Change Account button located in the user profile menu (top right corner of the dashboard) to switch between client environments instantly without logging out. For full step-by-step instructions on connecting your accounts, please refer to our dedicated guide on Linking your HR account to your ATS account.