Partners
Summary: Manage operations partners.
Audience & Prerequisites: Operations team.
UI Path: Operations → Partners
Step-by-step
Navigate to Operations → Partners.
Available sections:
Referred Customers: Opens commission ledger for referred clients.
Referral Directory: View every referred client, leader, and questionnaire progress.
Referrer Settings: Shortcut to Settings → Referrers to configure accounts and commission.
Results & Where to Verify
Commission entries and referred client lists update accordingly.
Related tasks & Links
Troubleshooting
Links not opening: ensure you have access; the section may require Settings permissions.
Permissions
Operations: View/Manage Partners
Settings: Manage Referrers (for configuration)
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