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Add Partner

Create a partner account directly — skips the public application + review. The partner is ACTIVE immediately and receives a branded welcome email with login credentials.

Enter the percentage this partner earns on each referred client's payments by year. Default is the standard plan — adjust if you've negotiated custom terms.

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On submit: we generate a 12-character temp password, create the partner as ACTIVE, and email branded login credentials with the portal URL. They'll be prompted to set their own password on first login. Their referral link goes live immediately.

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