# Platform guides

Task-by-task guides to the dashboard: settings, commission rules, attribution, payouts, the portal, messaging, imports and safeguards.

These guides follow the work of running a program, roughly in the order it comes up. Each one
covers one part of the dashboard, with the button names as they appear on screen.

<Cards>
  <Card href="/guides/program-setup" title="Program setup">
    The setup checklist, settings, groups and tags. Also, turning paying customers into partners.
  </Card>
  <Card href="/guides/rules" title="Commission rules">
    Decide what each sale pays. Templates, conditions, priority and approval, tested on your real sales.
  </Card>
  <Card href="/guides/attribution" title="Attribution and tracking">
    How a sale is matched to a partner. Check your install and fix sales with no partner.
  </Card>
  <Card href="/guides/links-and-domains" title="Links and domains">
    Partner links, short links, the portal on your domain, and your own tracker host.
  </Card>
  <Card href="/guides/payouts" title="Payouts">
    Pay partners from your own account. Who's due, batches, PayPal, Wise, manual methods and tax forms.
  </Card>
  <Card href="/guides/partner-portal" title="The partner portal">
    What partners see and how they sign in. Applications and branding, plus signup links per group.
  </Card>
  <Card href="/guides/messaging" title="Messaging">
    Automated emails, campaigns, sequences, announcements, resources and your own sending domain.
  </Card>
  <Card href="/guides/imports" title="Imports">
    Bring partners, customers and history from a spreadsheet or another platform. Dry run first, undo in one click.
  </Card>
  <Card href="/guides/safeguards" title="Safeguards and risk">
    Referral safeguards on every plan. Hourly fraud checks on Scale.
  </Card>
  <Card href="/guides/account-security" title="Account security">
    Two-factor, backup codes, signed-in devices, and the way back if you lose your phone.
  </Card>
</Cards>