Platform guides
Task-by-task guides to the dashboard: settings, flows, attribution, payouts, the portal, messaging, imports and safeguards.
These guides follow the work of running a program, in roughly the order the work arrives. Each one covers a surface of the dashboard end to end, with the button names as they appear on screen.
Program setup
The getting started checklist, program settings, groups and tags, and enrolling paying customers as partners.
Commission flows
Multi-branch commission rules: templates, conditions, priority, approval, and previewing against your real sales.
Attribution and tracking
How the script tracks referrals, proving your install, attribution paths, and what to do with unattributed sales.
Links and domains
Partner links, short-link domains, the portal on your own domain, and a first-party tracker host.
Payouts
Non-custodial payouts from your own account: eligibility, batching, PayPal and Wise, manual rails and tax forms.
The partner portal
What partners see, how they sign in, applications and review, branding, and per-group signup links.
Messaging
Automated emails, campaigns, sequences, in-portal announcements, resources and your own sending domain.
Imports
Bring partners, customers and history from a spreadsheet or your previous platform, with a dry run and one-click rollback.
Safeguards and risk
Referral safeguards on every plan, and hourly fraud monitoring on Scale.