When partners register for your portal, they are required to agree to PartnerPortal.io’s Terms of Service by selecting a checkbox during registration.
You also have the option to upload your own Partner Program Terms and require partners to agree to them when signing up. Enabling Program Terms is optional.
Enabling Program Terms
To add and enable your Program Terms:
Navigate to the Partner Program tab on your sidebar.
Select the Program Terms sub-tab.
Click the Pencil icon to enter or edit your terms.
Click Save once you're finished.
Important Notes
Program Terms apply to all partners and cannot be customized for individual partners.
Once enabled, partners will see the Program Terms during the registration process.
Partners can review the terms before agreeing by selecting Program Terms during registration.
Disabling Program Terms
If you won't be adding terms or wish to send partners individual terms outside of the portal, you can disable the program terms section.
Navigate to the Partner Program tab on your sidebar.
Select the Program Terms sub-tab.
Toggle Enabled off to disable terms.
Storing Signed Agreements
If your organization prefers to have agreements signed offline using tools like DocuSign or HelloSign, you can still store those documents in the portal.
PartnerPortal allows you to attach files directly to partner accounts for easy storage and access.
For more details, see our article on attaching files to partner accounts.