A partner account (also called a parent account) is an account that manages one or more customer accounts (also called child accounts).

This setup is typically used by franchise groups where a head office manages multiple locations, or by accountants or bookkeepers managing Tanda on behalf of their clients.

As a partner, your account can act as the source of truth for shared configuration. You can push records like settings, award templates, leave types, positions, document templates, qualifications, and training templates down to all your child accounts to keep them consistent if you wish.

You can also view all your child accounts directly, log in to those accounts to see exactly what they see, configure them on their behalf, and create brand new Tanda accounts for your clients.

Partner accounts are set up by the Tanda team. If you'd like your account converted to a partner account, or you need an existing client's Tanda account linked to or removed from your partner account, contact support@tanda.co.

When an account is converted, a Partner role is given to the account's primary admin. Only users with this role can see your clients and log in to their accounts.

Partner accounts have a dedicated Customers tab in the top menu. This is also the first page you'll land on when you log in, as long as you have at least one child account linked to yours. From here, you can see all of your current customer (child) organisations.

The table lists every location across all of your child accounts, so a client with three locations will appear as three rows. For each location you'll see:

By default, figures are shown for the current pay period. Use the Last Week and Next Week arrows, or the date picker, to view a different week. You can filter the table to a single client with the Search for a business unit... box, click any column heading to sort by it, and use the page size selector to show more rows at once.

Because the table is built from locations, a child account with no locations won't have a row. Instead, you'll see a Please add a location to the following organisations message at the top of the page listing those accounts. If there are more than two, click the total organisations with no location button to expand the list. Once a location is added to the account, it will appear in the table.

Demo accounts are also hidden from the Customers page.

Click Go to on any row to log in to that child account as its admin. You'll see Tanda exactly as they do, so you can configure the account or troubleshoot on their behalf without needing their login details. You can only log in to accounts that are linked to your partner account.

While you're logged in to a child account, a banner at the top of the screen shows You are impersonating. Click Stop Impersonating to return to your partner account.

Click Info under the Health Metrics column to see an overview of employee clock-ins, rostering, onboarding and app usage, a list of users in the account, connected devices, invoices and billing information, and connected integrations.

Rather than logging in and running reports separately for all connected accounts, you can access partner account reports that pull data from all your child accounts from your main account.

These reports include:

Find these under Reports > Partner Reports (only accessible if you have child accounts connected to your account). Examples include Costs By Partnered Organisation, Head Count by Partnered Organisation, Partnered Organisation Details, Partner Timesheet and Partner Employee. Many other reports also have a partner version that you can filter by Partnered organisations.

You can set up a brand new Tanda account for a client yourself, and it will be linked to your partner account automatically.

To get started, go to Customers and click + Add new in the toolbar. If you don't have any clients yet, click Add a client instead. This opens the Add a Client form, which has four steps.

This is the person at the client's business who will be the main admin of their new account.

Choose which parts of Tanda the client will have access to:

Click Next when you're done.

Check the Account summary, which lists the business, region, industry, primary admin, pay cycle and modules. Use Previous to go back and fix anything, then click Create Account.

You'll see an Account created page with the following options:

New accounts start on a free trial. The client's billing details are added separately and aren't copied from your partner account.

A child account created through the Add a Client form starts with Tanda's standard setup. Very little is copied from your partner account at this point:

Accounts created through the Tanda API copy a much wider set of records automatically, and eligible partners can push settings and templates to existing child accounts from the API Master Account tab. See the syncing section below for details.

If you want every child account to use the same award rules as your partner account:

This keeps awards, allowances and tags consistent across all of your child accounts, including any new accounts you create. In each child account, these rules are labelled Payroll rules from your partner account's name.

Settings and templates can be pushed from the parent account to all of its child accounts. This allows organisations to maintain consistency across all child accounts and manage configurations from a single place, without needing to update each account individually, which is especially useful for franchise accounts.

This is only supported for eligible accounts on a three-tier setup (e.g., Partner Account 1 is a parent to Partner Account 2, Partner Account 2 is a parent to the child accounts):

With the setup as above, Account 1 can access the API Master Account tab on Account 2's overview

For this tab to appear, the account must also have access to configure clients using the API.

From this page, you can choose what to push from Account 2 to its customer accounts. See below for a list of each.

The following records can be synced from a partner account to child accounts:

If a new child organisation is created via the API, the following are copied across automatically:

Everything else in the list above must be manually triggered from the API Master Account tab.

The following cannot be synced between partner and child accounts:

Not from the Customers page. Contact support@tanda.co and the team can unlink the client for you. Any records your partner account was managing in that client's account will be unlinked too.

Yes. Contact support@tanda.co with the client's account details and the team can link it to your partner account.

Only users with the Partner role can see the Customers page and log in to child accounts. By default this is your account's primary admin. Contact support@tanda.co if other team members need access.

Check the message at the top of the page. A client with no locations isn't shown in the table until a location is added. Demo accounts are also hidden.