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Partner Management
Partner Setup
Partner Setup

Partner Setup

Learn how to add new Partners, set up their applications, and customize their dashboard and UI.

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How To Set Up Partners Manually
A complete walkthrough of manually creating a new Partner account using the Add Partner form, covering all essential settings from basic information to user access.
Setting Up Your Partners Via Sign-Up Form
Learn how to customize and share your Partner application form to efficiently recruit new Partners while collecting all the information you need to evaluate them properly.
Partner Verification & Approval
Master the process of reviewing and approving new Partner applications, whether you prefer manual review or automated approval workflows.
How To Customize The Partner Platform
Learn how to tailor Partner Platform for your Partners, including dashboard layout, metrics visibility, and custom content to create an optimized experience for your Partners while maintaining control over what information they can access.

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