---
title: Getting Started as a HRSimplified Partner
description: "## **Why this matters** At HRSimplified, we believe partners should be empowered to deliver enterprise-level HR services—without complexity. Whether you’re managing one client or many, the platform is designed to give you full control from a single login. This guide…"
url: "https://hrsimplified.org/docs/getting-started-as-a-hrsimplified-partner/"
updated: "2026-03-27"
category: Partner Management
---

# Getting Started as a HRSimplified Partner

## **Why this matters**

At HRSimplified, we believe partners should be empowered to deliver enterprise-level HR services—without complexity. Whether you’re managing one client or many, the platform is designed to give you full control from a single login.

This guide gives you a quick overview of how to get started and where to go next.

![](https://hrsimplified.org/wp-content/uploads/2026/03/image-19-1024x576.png)

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## **How the Partner System Works**

As a partner, you don’t log in as an employee. Instead, you:

- Create and manage **customer organisations**
- Switch between those organisations بسهولة
- Operate inside each customer’s environment as needed

👉 Think of it as managing multiple HR systems from one central dashboard.

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## **Your First Steps**

### **1. Add Your First Customer**

Start by creating a customer organisation:

- Go to **HRSim Administration → Organisations**
- Click **+ Create**
- Complete the details and select a package

👉 This sets up a fully functional HR system for your client.

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### **2. Switch Into the Customer Account**

Once created:

- Click **Actions → Manage**
- Confirm the switch

🔄 You are now working inside your customer’s system.

### **3. Set Up Your HR Access**

To perform HR tasks:

- Create an **employee profile for yourself**
- Assign **HR Executive role**

👉 This gives you full access to manage employees, leave, and HR processes.

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## **How to Work as a Partner**

Once inside a customer account, you can:

- Manage employees and HR records
- Process leave and claims
- Run reports and analytics
- Support your client as their HR function

HRSimplified provides a complete HR system to streamline operations and improve efficiency across your clients.

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## **Managing Multiple Customers**

You can switch between customers at any time:

- Go back to **Organisations**
- Select another customer
- Click **Manage**

👉 No need to log out or switch accounts.

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## **Common Mistakes to Avoid**

- ❌ Trying to manage employees using a Partner account
- ❌ Forgetting to switch to the correct customer
- ❌ Not assigning yourself HR permissions

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## ✅ **You’re Ready to Go**

You now understand the basics of:

- Creating customers
- Switching between accounts
- Working inside each organisation