Overview

This article explains how to connect Deel clients to your Partner Portal for better visibility and collaboration. Once linked, you can monitor shared organizations, track contract activity, and view partner-specific data in one place by creating a new client account or linking an existing one. Your access is limited to what the organization's admin explicitly allows.

Before you begin

To create a new client account, you must:

• Be able to view Partner Portal from the account menu
• Have permission to add clients

If Add Client is unavailable, request the appropriate Partner Portal permissions from your organization administrator.

Workflow

Step 1 - Navigate to Partner Portal → Clients

Step 2 - Create a new client account

Use this option when you need to set up a brand-new client account in Deel and link it to your Partner Portal account.

1. Select Add Client. The Add a new Client form opens with Client details as the active first step.
2. Fill out the form, including the Client details, Client Admin information, selecting the Partner admins, and when to send the Client invitation. Select Continue when you are done.
3. Review the information and select Create Client.
4. After the account is created, log in directly to the new client account to set it up on the client's behalf.
5. If you chose Set up their account first, invite the client user later through Roles and Permissions.

Step 3 - Link an existing client account

Use this option when your client already has a Deel account, and you want to establish a Partner-Client relationship with self-serve approval.

1. From the Clients page, click Link existing client.
2. Choose how to share the linking request:
   • Copy invitation link – copy the link and share it with your client using your preferred communication method.
   • Share via email – enter the client's email address and send the invitation directly.
3. Your client receives an email and an in-app notification with the linking request.
4. An organization admin in the client's account can approve the request by selecting the link.
5. The client reviews the consent flow, which explains:
   • What information you can access.
   • That they can revoke your access at any time through Roles and Permissions.
   • That you can manage users and add your staff to their organization.
6. The client chooses whether to grant you access to:
   • All groups in their account, or
   • Specific groups they select.
7. The client approves the access request.
8. Confirm that you and all Partner Org Admins are automatically granted access to the client account with the Partner Admin role. The linking status changes from Pending to Active. Once the client has approved the request and assigned at least one group, you can log directly into the client account — the Log into client account button stays greyed out until both steps are complete. You can manage your staff members in that client account through Roles and Permissions.

What access do I get?

Your access as Partner Admin depends on the groups the client selected when approving the request — you'll only see and manage what falls within those groups. The client can expand, limit, or revoke your access at any time from Organization settings → Roles and permissions.

Frequently asked questions

Troubleshooting