Invite employers

Partners can invite employers (child accounts) to use Middesk in several ways.

Invite employers from the Partner Dashboard

On the Partner Dashboard, use the Share referral link option to generate a link that enables employer self-sign-up. When completed, the sign-up form creates a new child account under the partner account. Employers then initiate enabled registrations from their employer dashboard.

Self sign-up referral link form

Directly add child accounts with the Dashboard

Add individual employers directly from the Partner Dashboard with the Invite a single employer option.

This creates employer accounts without requiring user emails or specific registrations. Request registrations from the Partner Dashboard later, as needed.

Direct add child account

Bulk upload a CSV with the Dashboard

Use the Bulk Invite via CSV option on the Partner Dashboard to upload a CSV with multiple child accounts and at least one requested state registration. The system creates new accounts for any employers and contact emails not already under the partner account.

The CSV must include the required columns:

ColumnRequiredDescription
Legal Business NameYesCompany name for employer account
Business Contact EmailYesEmail for user on employer account
stateYesState abbreviation (e.g., CA) to request registration for
State Unemployment InsuranceYesyes or no whether SUI should be requested
State Withholding AccountYesyes or no whether WH should be requested
External IDNoExternal ID for company to track on dashboard

Create a company with the API

Using the Create Company endpoint, directly create a child account or company with the API. This results in a company_id that partners can use to create applications or registration requests with the API.

Create a registration request with the API

Using the Create Registration Request endpoint, create a child account and request a registration in a single API call. This uses the provided company_name and email request parameters to do a “find or create” on a child account with that information under the partner account.

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