Set up your own Partner Program Terms so partners must agree to them during registration.
⏱️ Estimated time: 2–5 minutes | Who can do this: Admin only
⚠️ Warning: Program Terms apply to all partners and cannot be customized for individual partners. Once enabled, every partner will be required to agree to your terms during registration.
Before You Start
Enabling Program Terms is optional. PartnerPortal already requires all partners to agree to PartnerPortal.io's Terms of Service by default during registration.
If you prefer to handle agreements outside the portal using tools like DocuSign or HelloSign, you can store those signed documents directly on each partner's account instead. See attaching files to partner accounts.
Step 1 — Navigate to Program Terms
Go to the Partner Program tab on the sidebar.
Select the Program Terms sub-tab.
Step 2 — Enter Your Terms
Click the Pencil icon to enter or edit your terms.
Type your Program Terms in the text field.
Click Save.
Once enabled, partners will see your Program Terms during the registration process. They can review the full terms before agreeing by selecting Program Terms on the registration screen.
Figure 1 — Partners can review your Program Terms before agreeing during registration.
Step 3 — Disable Program Terms (optional)
If you do not want to use Program Terms, or prefer to send partners individual terms outside the portal, you can turn this section off.
Go to the Program Details under the Portal Settings tab on the sidebar.
Scroll down to the Program Terms section.
Toggle Enabled off.
Figure 2 — Use the Enabled toggle to turn Program Terms on or off.
ℹ️ Note: When Program Terms are disabled, partners will only see PartnerPortal.io's default Terms of Service during registration.
Troubleshooting
I saved my terms but partners are not seeing them during registration. Check that the Enabled toggle is turned on in the Program Terms sub-tab. Terms are only shown to partners when the toggle is active.
I need partners to sign a formal agreement outside the portal. You can store signed documents directly on each partner's account. See attaching files to partner accounts for instructions.
I need different terms for different partners. Program Terms cannot be customized per partner. All partners see the same terms. For individual agreements, use an external tool and store the signed file on each partner's account.
PartnerPortal Documentation · Last updated: June 2026