Setting up your Partner Program can be a bit overwhelming as there are many bases that need to be covered in order to get started. This checklist can help you confirm that each step has been completed.

Each person in your organization will need a user account they will use to login to the Everflow Portal. To limit or grant permissions to different types of users, you can define permissions and which parts of the Portal each role in your organization has access to.

Configuring domains, including those used for tracking clicks as well as those used to fire conversions, is necessary for your tracking setup to be fully functional.

Customize your Partner Program, including automated signup processes, so that requirements and expectations are transparent from the start.

Communicating with your Partners directly from the Portal is simple. Customize your email templates to automatically send notifications when certain actions are completed.

Configure settings for default billing, partner invoicing and executing payments.

Customize the look and feel of your Portal to reflect your brand, including company logos, colors and more.

You need to make sure you're doing all that you can to protect your data and other sensitive information. Here are some built-in features that can help prevent security breaches.

We also recommend checking our "Getting Started" collection. There you will find:

For more visual leaning, you can check out our How To Guides on YouTube.