- How to add a partner to the platform,
- How to send access to their login,
Easy stuff - simply head to Settings in the left-hand navigation, then navigate to "Partners".
The next step is to simply click "New Partner" in the top-right corner;
You need to enter:
- The name of the partner,
- The email address of the person responsible for the partner account (usually the main point of contact),
- The commission split of asset sales by the partner (1= 100%, 0.1= 10%, etc).
Your partner is now added to the platform and ready for you to send them access.
Once you've added in your partner to the platform, simply click "Create signup link":
Send the signup link to them, and they'll be able to create their account:
Updated about 1 month ago