A Managed Customer is a business entity that is onboarded to GloPay through direct assistance from the GloPay sales team. Unlike standard customer setups where individual profiles are created independently, a Managed Customer account is structured with direct support from GloPay to simplify payment relationships between the business and its contractors.
The Freelancer Payroll onboarding flow for managed customers
The process of setting up and operating under a Managed Customer account involves the following steps:
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Company Onboarding: A business completes its registration and onboarding process with the active guidance and assistance of the GloPay sales team.
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Freelancer Invitations: Once onboarded, the business sends invitations to its existing roster of freelancers, prompting them to sign up as individual GloPay users.
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Account Assignment: The GloPay sales team manually assigns and links those registered freelancers directly to the company’s Managed Customer account.
Impact for Freelancers
This guided setup simplifies the experience for freelancers connected to a Managed Customer account:
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Automated Customer Profile Creation: Freelancers are spared from manually creating customer entries within their accounts – they can’t even edit the business details of managed customers.
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No Manual Data Entry: Freelancers do not need to research, request, or manually type in the customer’s corporate details, business addresses, or account credentials.
How to get started?
If your business wants to use GloPay as a freelancer payroll solution, get in touch with our sales team already today click here to open the contact form.