Getting started
A tour of your partner dashboard
Find your daily work quickly on a phone or a larger screen.
Your main working areas
Your partner dashboard brings businesses, prospects, follow-ups, results, earnings, agreements, and support into one place. Start each day with Notifications and Tasks, then move to Leads or Businesses.
On a phone, use Overview, Businesses, Leads, Tasks, and More at the bottom of the screen. Tap More for Analytics, Earnings, Financials, Payouts, Contracts, Guides, Profile, Settings, and Support.
- Businesses: onboard and support merchants
- Leads: keep track of potential merchants
- Tasks: plan calls, document checks, and follow-ups
- Analytics: see where businesses are progressing or getting stuck
- Earnings and Payouts: follow money earned and money sent
Using a larger screen
On a larger screen, the same areas appear in the side menu. The names match your phone, so you do not need to learn a second layout.
Regional appears only for Regional Growth Partners. Use it to manage your partner network and regional work.
If your access is limited
What you can do depends on your account status. If your account is waiting for approval, inactive, suspended, or ended, follow the message on screen.
Open Settings, Contracts, or Support to resolve the issue shown. Do not create another account to work around a restriction.