You can view all partners from the Partners page in the sidebar. This page displays important partner details, including:
Registration status
Earnings
Commission percentage
Contact information
To learn how to add a new partner to your portal, please refer to the related article.
Verifying a New Partner Application
When a new partner registers, they must be approved before they can submit leads.
To approve a partner:
Log in to your partner portal.
Select Partners from the sidebar or view pending partners at the bottom of your dashboard.
Filter by Pending.
Click the partner you want to review.
Locate Status in the top-left corner.
Open the dropdown menu.
Change the status from Pending to either Approved or Declined.
Status Options During Verification
Approved
The partner is accepted into your program and can begin submitting leads.Declined
The partner is not accepted into the program and will not have portal access or lead submission ability.
Both actions trigger an email notification to the partner with their updated status.
Updating an Existing Partner’s Status
After approval, partner status can still be updated as needed.
Available Statuses
Active
The partner has full access to the portal and can submit leads.Declined
The partner’s portal access has been removed.Suspended
The partner is under review and cannot access the portal.
Note: Suspended partners do not count toward your total partner count.
Viewing Additional Partner Details
Selecting a partner record gives you access to additional information, including:
Registered users
To add users for a partner, refer to this article.
Submitted leads
Upcoming payments
Payment history
For a step-by-step guide on how to Suspend different accounts in your portal, check out this article.