Managing Accounts as a Client Service Provider (CSP)

Kristina Cardona
Kristina Cardona
  • Updated

Overview

This article guides Client Service Providers (CSPs) on how to set up administrator access and create new client accounts within Talexio. It explains how to request Admin rights through Talexio Support, how authorised admins can provision new client instances directly from the platform, and how to link and switch between accounts.

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.

Permissions

To create client accounts, the user must be assigned the Admin role on the main CSP entity. The user who creates a new sub-client will automatically be granted Admin access to the newly created entity and have it linked to their profile.

 

Step 1: Setting Up an Administrator Account

Before you can begin creating sub-client instances, your user profile must be configured with administrator privileges by the Talexio team:

  1. Contact the Talexio Support Team with a request to assign an account administrator.
  2. Provide the full name and email address of the nominated user, along with the entity they require administrative rights on (ideally, this should always be the main CSP master account).
  3. Once support confirms that administrative rights have been granted, the user can log in and begin creating new client accounts.

 

Step 2: Creating a New Client Account

Once you have been designated as an Admin on your main CSP account, follow these steps to set up a new client instance:

  1. From the main navigation menu on the left, click on Clients.
  2. Click the + Add New Client button in the top right corner of the screen.
  3. In the Add New Client modal, fill in the required account details:

    4.  

    Field Name Field Type Description
    Client Name * Text Input
    Required     		Enter the full legal or trading name of the sub-client entity.
    Preferred Domain Text Input
    Optional     		Enter a custom domain prefix. If left empty, the client name will be used automatically.
    Industry * Dropdown
    Required     		Select the primary industry sector from the pre-populated dropdown list.

     

  4. Click Create to finalise and generate the new client entity.

Closing or terminating a client account cannot be performed directly from the portal interface and must be requested through the Talexio Support Team.

 

Linking Accounts and Using "Change Account"

To eliminate the need for administrators to manage separate login credentials for each company, Talexio supports account linking under a single user profile.

  • Single Sign-On Access: Access all linked client environments using one master email address and password.
  • Seamless Account Switching: Click the Change Account button from the profile menu in the top right corner of the dashboard to instantly switch between client workspaces without logging out.

 

Simplify your HR with Talexio. Learn more.

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